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Vanguard Large-Cap ETF

565 hedge funds and large institutions have $9.18B invested in Vanguard Large-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

2.19% more ownership

Funds ownership: 64.04%66.23% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 179

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

2% less funds holding

Funds holding: 576565 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

12% less capital invested

Capital invested by funds: $10.4B → $9.18B (-$1.23B)

Holders
565
Holders Change
-11
Holders Change %
-1.91%
% of All Funds
12.45%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.19%
New
69
Increased
191
Reduced
179
Closed
70
Calls
$1.8M
Puts
$910K
Net Calls
+$891K
Net Calls Change
-$399K
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
276
Fortem Financial Group
California
$718K -$101K -717 -11%
LDB
277
Lee, Danner & Bass
Tennessee
$710K +$3.51K +25 +0.4%
TNB
278
Thomasville National Bank
Georgia
$706K
PCS
279
Personal CFO Solutions
New Jersey
$706K +$12.8K +91 +2%
IA
280
Independence Advisors
Pennsylvania
$705K
TIM
281
Tortoise Investment Management
New York
$690K +$131K +935 +19%
WTC
282
WhitTier Trust Company
Nevada
$681K +$758K +5,393 +1,511%
AF
283
Alerus Financial
North Dakota
$676K
SL
284
Salomon & Ludwin
Virginia
$674K
CIA
285
Capital Investment Advisors
Georgia
$674K +$13.5K +96 +2%
ST
286
Smithfield Trust
Pennsylvania
$666K
HFA
287
HC Financial Advisors
California
$665K
CFG
288
Citizens Financial Group
Rhode Island
$656K +$729K +5,191 +1,487%
MG
289
McCutchen Group
Washington
$653K
CFFP
290
Center for Financial Planning
Michigan
$650K -$27.3K -194 -3%
ACM
291
Advisors Capital Management
New Jersey
$624K -$1.43M -10,149 -66%
OC
292
Oakworth Capital
Alabama
$615K
FHC
293
First Heartland Consultants
Missouri
$612K -$544K -3,874 -43%
5L
294
55I LLC
Massachusetts
$611K -$2.04M -14,527 -75%
IFG
295
Investors Financial Group
Minnesota
$602K +$53.4K +380 +8%
RHBC
296
R.H. Bluestein & Co
Michigan
$584K +$693K +4,930 New
KL
297
KWMG LLC
Kansas
$583K +$692K +4,922 New
PV
298
Private Vista
Illinois
$582K +$690K +4,912 New
Renaissance Technologies
299
Renaissance Technologies
New York
$580K -$365K -2,600 -35%
FMWA
300
Forvis Mazars Wealth Advisors
Missouri
$580K -$5.48K -39 -0.8%

VV Hedge Fund Activity: Q1 2020 in Review

565 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2020, worth a combined $9.18B — down 12% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VV and 69 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 191 added.

The largest buyer was Creative Planning, adding an estimated $219M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $97.1M sold.

  • 565 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2020, down from 576 in Q4 2019.
  • Funds reported $9.18B of Vanguard Large-Cap ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Vanguard Large-Cap ETF positions in Q1 2020 and 70 closed out, a net change of -1 holder.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $219M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $97.1M sold.

Based on aggregated 13F filings for Q1 2020.