We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

458 hedge funds and large institutions have $8.09B invested in Vanguard Large-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 127 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.14M

28% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 127

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.46% more ownership

Funds ownership: 64.61%67.08% (+2.5%)

2% more funds holding

Funds holding: 450458 (+8)

8% less capital invested

Capital invested by funds: $8.79B → $8.09B (-$701M)

Holders
458
Holders Change
+8
Holders Change %
+1.78%
% of All Funds
10.2%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.96%
New
60
Increased
163
Reduced
127
Closed
48
Calls
$1.6M
Puts
$1.14M
Net Calls
+$465K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
301
United Bank (Virginia)
Virginia
$418K
HNB
302
Huntington National Bank
Ohio
$416K
MHS
303
M Holdings Securities
Oregon
$413K
BCI
304
Brinker Capital Investments
Pennsylvania
$412K -$64.8K -523 -13%
IWM
305
IHT Wealth Management
Illinois
$408K +$54.2K +438 +14%
PAM
306
Peak Asset Management
Colorado
$406K +$7.8K +63 +2%
CPIG
307
Chicago Partners Investment Group
Illinois
$403K +$2.35K +19 +0.6%
GEA
308
Glen Eagle Advisors
New Jersey
$387K
BF
309
BOK Financial
Oklahoma
$382K -$2.23K -18 -0.5%
SA
310
Strategic Advisors
New York
$374K
BWP
311
BSW Wealth Partners
Colorado
$373K
HWA
312
Hillcrest Wealth Advisors
New Jersey
$373K +$402K +3,250 New
SI
313
Stephens Inc
Arkansas
$365K +$35.5K +287 +10%
PP
314
Pegasus Partners
Wisconsin
$363K
PWM
315
Perigon Wealth Management
California
$360K -$49.4K -399 -12%
AF
316
Affiance Financial
Minnesota
$356K
DSC
317
Duncker Streett & Co
Missouri
$355K +$2.6K +21 +0.7%
Truist Financial
318
Truist Financial
North Carolina
$355K +$57.1K +461 +18%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$347K +$4.58K +37 +1%
SWM
320
SigFig Wealth Management
California
$340K +$369K +2,984 New
JAFL
321
Jay A. Fishman Ltd
Michigan
$337K +$17K +137 +5%
FWCM
322
Ferguson Wellman Capital Management
Oregon
$337K -$49.4K -399 -12%
BDF
323
Balasa Dinverno & Foltz
$337K
BCWM
324
Bartlett & Co Wealth Management
Ohio
$335K
BC
325
Bartlett & Co
Ohio
$335K

VV Hedge Fund Activity: Q4 2018 in Review

458 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2018, worth a combined $8.09B — down 8% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VV positions and 48 closed out — a net gain of 12 holders — while 163 added to existing stakes and 127 trimmed.

The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $172M.

  • 458 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2018, up from 450 in Q3 2018.
  • Funds reported $8.09B of Vanguard Large-Cap ETF stock for Q4 2018, down 8% quarter-over-quarter.
  • 60 funds opened new Vanguard Large-Cap ETF positions in Q4 2018 and 48 closed out, a net change of +12 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $195M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.