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Vanguard Large-Cap ETF
VV

350 hedge funds and large institutions have $5.27B invested in Vanguard Large-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $4.74B → $5.27B (+$530M)

9% more funds holding in top 10

Funds holding in top 10: 35 → 38 (+3)

3% more funds holding

Funds holding: 340 → 350 (+10)

1.62% more ownership

Funds ownership: 56.17% → 57.79% (+1.6%)

12% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 120

Holders
350
Holders Change
+10
Holders Change %
+2.94%
% of All Funds
8.71%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.95%
New
32
Increased
106
Reduced
120
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$1.02M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$213M
2
UBS Group
UBS Group
Switzerland
+$43.7M
3
MSWM
Mader & Shannon Wealth Management
Missouri
+$24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
5
FFW
Fusion Family Wealth
New York
+$13M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
Bank of America
Bank of America
North Carolina
-$13.6M
3
MG
Mather Group
Illinois
-$10.5M
4
Creative Planning
Creative Planning
Kansas
-$8.46M
5
KSA
Ken Stern & Associates
California
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
276
Goodman Financial
Texas
$230K -$2.67K -25 -1%
HPC
277
HM Payson & Co
Maine
$230K – – –
PP
278
Palladium Partners
Virginia
$227K -$17.5K -164 -7%
FNB
279
Farmers National Bank
Kentucky
$226K – – –
RFC
280
Regions Financial Corp
Alabama
$225K -$13.3K -125 -6%
FM
281
Foster & Motley
Ohio
$224K -$42.4K -398 -16%
GWS
282
Glassman Wealth Services
Virginia
$214K – – –
PWM
283
Perigon Wealth Management
California
$211K +$2.35K +22 +1%
WPC
284
Waters Parkerson & Co
Louisiana
$210K -$90K -844 -30%
SBL
285
Sargent Bickham Lagudis
Colorado
$205K -$182K -1,711 -47%
AIM
286
Acropolis Investment Management
Missouri
$205K – – –
NB
287
NBT Bank
New York
$202K +$199K +1,865 New
CWM
288
Concert Wealth Management
California
$202K +$210K +1,970 New
QAM
289
QCI Asset Management
New York
$200K – – –
ASN
290
Advisory Services Network
Georgia
$198K +$196K +1,835 New
JWM
291
Jacobus Wealth Management
Wisconsin
$179K – – –
OFW
292
Omnia Family Wealth
Florida
$176K +$746 +7 +0.4%
CAW
293
Cornerstone Advisors (Washington)
Washington
$173K – – –
WCM
294
Wealthcare Capital Management
Virginia
$153K +$112K +1,050 +285%
PG
295
Patten Group
Tennessee
$152K – – –
PB
296
Pinnacle Bancorp
Nebraska
$149K +$160K +1,497 New
Bessemer Group
297
Bessemer Group
New Jersey
$130K – – –
LPIC
298
LeJeune Puetz Investment Counsel
Michigan
$130K – – –
FHA
299
First Horizon Advisors
Tennessee
$126K -$9.7K -91 -7%
BBPWM
300
Blue Bell Private Wealth Management
Pennsylvania
$125K – – –
10 11
12
13 14

VV Hedge Fund Activity: Q1 2017 in Review

350 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2017, worth a combined $5.27B — up 11% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VV positions and 21 closed out — a net gain of 11 holders — while 106 added to existing stakes and 120 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 350 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2017, up from 340 in Q4 2016.
  • Funds reported $5.27B of Vanguard Large-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Vanguard Large-Cap ETF positions in Q1 2017 and 21 closed out, a net change of +11 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $213M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2017 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2017.