We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

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: 3538 (+3)

3% more funds holding

Funds holding: 340350 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
326
TCI Wealth Advisors
Arizona
$41K
WEC
327
Winslow Evans & Crocker
Massachusetts
$38.9K
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.8K +$37.3K +350 New
GWM
329
Geneos Wealth Management
Colorado
$37K +$36.7K +344 New
BTIS
330
BB&T Investment Services
North Carolina
$27K -$320 -3 -1%
SHJ
331
Sharkey, Howes & Javer
Colorado
$24K
BWM
332
Baystate Wealth Management
Massachusetts
$24K +$107 +1 +0.5%
VIA
333
Vantage Investment Advisors
Pennsylvania
$22K
ClearBridge Investments
334
ClearBridge Investments
New York
$20K
ACS
335
Archford Capital Strategies
Illinois
$19K
AFIA
336
America First Investment Advisors
Nebraska
$16K
SWA
337
Sutton Wealth Advisors
Florida
$14.7K
MA
338
MUFG Americas
New York
$14K -$22.3K -209 -62%
GRP
339
Global Retirement Partners
California
$14K
PFO
340
Pathstone Family Office
New Jersey
$14K +$14.1K +132 New
AOWM
341
Alpha Omega Wealth Management
Virginia
$13K +$11K +103 +515%
AIM
342
Anchor Investment Management
South Carolina
$10.8K
FMTCOCP
343
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.8K
MWM
344
MinichMacGregor Wealth Management
New York
$10K +$10.2K +96 New
SPIA
345
Steward Partners Investment Advisory
New York
$9K +$9.7K +91 New
WA
346
WFG Advisors
Texas
$8K
MBA
347
McQueen Ball & Associates
Pennsylvania
$7.77K -$128K -1,205 -2%
AWM
348
AllSquare Wealth Management
New York
$6K
RBC
349
Roble Belko & Company
Pennsylvania
$1K
AssetMark Inc
350
AssetMark Inc
California
$1K +$1.07K +10 New

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.