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Vanguard Large-Cap ETF

427 hedge funds and large institutions have $7.49B invested in Vanguard Large-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

3% more funds holding

Funds holding: 414427 (+13)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1.5% more ownership

Funds ownership: 62.06%63.56% (+1.5%)

4% more capital invested

Capital invested by funds: $7.19B → $7.49B (+$299M)

3% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 146

72% less call options, than puts

Call options by funds: $558K | Put options by funds: $2.01M

Holders
427
Holders Change
+13
Holders Change %
+3.14%
% of All Funds
9.79%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
36
Increased
142
Reduced
146
Closed
22
Calls
$558K
Puts
$2.01M
Net Calls
-$1.46M
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
276
Blackhawk Capital Partners
Wisconsin
$383K
OC
277
Oppenheimer & Co
New York
$379K -$59.8K -476 -13%
DSC
278
Duncker Streett & Co
Missouri
$377K +$3.01K +24 +0.8%
AF
279
Affiance Financial
Minnesota
$376K -$89.3K -711 -19%
BCWM
280
Bartlett & Co Wealth Management
Ohio
$368K +$381K +3,039 New
BC
281
Bartlett & Co
Ohio
$368K
SI
282
Stephens Inc
Arkansas
$360K -$204K -1,629 -35%
PWM
283
Perigon Wealth Management
California
$351K -$61.8K -492 -15%
CCM
284
Coe Capital Management
Illinois
$350K -$7.78K -62 -2%
APA
285
American Portfolios Advisors
New York
$346K -$20.5K -163 -5%
JAFL
286
Jay A. Fishman Ltd
Michigan
$339K +$105K +840 +43%
DW
287
Domani Wealth
Pennsylvania
$339K
PC
288
Palo Capital
California
$339K +$351K +2,797 New
FWCM
289
Ferguson Wellman Capital Management
Oregon
$338K +$10K +80 +3%
AB
290
AT Bancorp
Iowa
$332K
WB
291
WesBanco Bank
West Virginia
$332K
ABC
292
Associated Banc-Corp
Wisconsin
$329K
IWM
293
IHT Wealth Management
Illinois
$324K +$340K +2,710 +9,033%
DWM
294
Doyle Wealth Management
Florida
$321K +$1K +8 +0.3%
PP
295
Palladium Partners
Virginia
$321K +$69K +550 +26%
SPC
296
Sigma Planning Corp
Michigan
$320K +$7.41K +59 +2%
LFAS
297
Level Four Advisory Services
Texas
$320K +$34.4K +274 +12%
Truist Financial
298
Truist Financial
North Carolina
$319K +$41.2K +328 +14%
B
299
Bridgeworth
Alabama
$318K +$338K +2,694 New
CS
300
Credit Suisse
Switzerland
$313K +$324K +2,581 New

VV Hedge Fund Activity: Q1 2018 in Review

427 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2018, worth a combined $7.49B — up 4.2% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VV positions and 22 closed out — a net gain of 14 holders — while 142 added to existing stakes and 146 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $419M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $282M.

  • 427 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2018, up from 414 in Q4 2017.
  • Funds reported $7.49B of Vanguard Large-Cap ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 36 funds opened new Vanguard Large-Cap ETF positions in Q1 2018 and 22 closed out, a net change of +14 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $419M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2018 was Charles Schwab Investment Advisory, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2018.