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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
CPA
301
Clear Perspective Advisors
Illinois
$116K -$235K -2,200 -67%
RCA
302
Rowland Carmichael Advisors
Arizona
$115K +$10.1K +95 +10%
WTB
303
Washington Trust Bank
Washington
$110K -$15.8K -148 -13%
FCB
304
First Command Bank
Texas
$110K – – –
FCFS
305
First Command Financial Services
Texas
$110K – – –
SIM
306
Sonora Investment Management
Arizona
$102K +$533 +5 +0.5%
KF
307
Krilogy Financial
Missouri
$88K – – –
AA
308
AlphaMark Advisors
Kentucky
$86K – – –
TDC
309
Thompson Davis & Co
Virginia
$76K -$63.5K -596 -46%
SSB
310
Sandy Spring Bank
Maryland
$76K – – –
TSW
311
Thompson Siegel & Walmsley
Virginia
$75K -$5.33K -50 -7%
First Manhattan
312
First Manhattan
New York
$75K – – –
PCTC
313
Perkins Coie Trust Company
Washington
$74K – – –
ADL
314
Asset Dedication LLC
California
$71K +$33.1K +311 +90%
ZB
315
Zions Bancorporation
Utah
$65K – – –
JWA
316
JFS Wealth Advisors
Pennsylvania
$61K – – –
DADC
317
D.A. Davidson & Co
Montana
$59K +$3.2K +30 +6%
CHP
318
Cable Hill Partners
Oregon
$57K +$213 +2 +0.4%
NSB
319
Norway Savings Bank
Maine
$54K -$139K -1,300 -72%
WB
320
Webster Bank
Connecticut
$54K – – –
FANJ
321
Financial Architects (New Jersey)
New Jersey
$51K -$5.33K -50 -10%
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$51K – – –
AP
323
Atwood & Palmer
Missouri
$45K – – –
WTC
324
WhitTier Trust Company
Nevada
$44K – – –
BRC
325
Bell Rock Capital
Delaware
$44K +$43.7K +410 New
11 12
13
14 15

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.