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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
BDF
301
Balasa Dinverno & Foltz
$579K
OCM
302
One Capital Management
California
$566K +$56.2K +400 +9%
EVM
303
Eaton Vance Management
Massachusetts
$563K +$5.2K +37 +0.8%
KWM
304
Kingsview Wealth Management
Oregon
$560K +$29.5K +210 +5%
GD
305
Grandfield & Dodd
New York
$554K -$98.3K -700 -13%
NNP
306
Nachman Norwood & Parrott
South Carolina
$551K
BWP
307
Bernardo Wealth Planning
Pennsylvania
$542K -$27.3K -194 -4%
AWM
308
AE Wealth Management
Kansas
$539K +$236K +1,682 +59%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$538K -$119K -845 -16%
FHA
310
Flagship Harbor Advisors
Massachusetts
$536K +$18.3K +130 +3%
ACP
311
Ashfield Capital Partners
California
$535K
MFG
312
Merit Financial Group
Georgia
$530K -$118K -840 -16%
GWS
313
Glassman Wealth Services
Virginia
$530K +$140 +1 +0%
NCM
314
Next Capital Management
New York
$525K
APSP
315
Asset Planning Services (Pennsylvania)
Pennsylvania
$521K +$3.23K +23 +0.5%
RC
316
Roundview Capital
New Jersey
$521K +$619K +4,403 New
MFT
317
Moisand Fitzgerald Tamayo
Florida
$520K -$983 -7 -0.2%
DC
318
Davenport & Co
Virginia
$519K +$35.1K +250 +6%
SCA
319
Snowden Capital Advisors
New York
$517K -$810K -5,766 -57%
Brown Advisory
320
Brown Advisory
Maryland
$513K +$608K +4,329 New
IF
321
Ironwood Financial
Arizona
$506K -$1.81M -12,889 -75%
Bessemer Group
322
Bessemer Group
New Jersey
$503K +$429K +3,050 +254%
MWM
323
Modera Wealth Management
New Jersey
$498K -$154K -1,093 -21%
ASN
324
Advisory Services Network
Georgia
$498K +$7.59K +54 +1%
AWM
325
Argent Wealth Management
Massachusetts
$496K

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.