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Vanguard Large-Cap ETF

427 hedge funds and large institutions have $7.49B invested in Vanguard Large-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

3% more funds holding

Funds holding: 414427 (+13)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1.5% more ownership

Funds ownership: 62.06%63.56% (+1.5%)

4% more capital invested

Capital invested by funds: $7.19B → $7.49B (+$299M)

3% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 146

72% less call options, than puts

Call options by funds: $558K | Put options by funds: $2.01M

Holders
427
Holders Change
+13
Holders Change %
+3.14%
% of All Funds
9.79%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
36
Increased
142
Reduced
146
Closed
22
Calls
$558K
Puts
$2.01M
Net Calls
-$1.46M
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
326
Marquette Asset Management
Minnesota
$260K
KIA
327
KCM Investment Advisors
California
$255K
AIM
328
Acropolis Investment Management
Missouri
$254K +$23K +183 +10%
MGIA
329
Moneta Group Investment Advisors
Missouri
$250K +$247K +1,970 +2,096%
NEPWA
330
New England Private Wealth Advisors
Massachusetts
$248K +$1.13K +9 +0.4%
CC
331
Courier Capital
New York
$245K -$43.9K -350 -15%
S
332
SignatureFD
Georgia
$241K +$250K +1,989 New
WPC
333
Waters Parkerson & Co
Louisiana
$236K
BAC
334
Boys Arnold & Co
North Carolina
$236K +$241K +1,920 New
Citadel Advisors
335
Citadel Advisors
Florida
$230K -$325K -2,590 -58%
SBL
336
Sargent Bickham Lagudis
Colorado
$230K
PCA
337
Personal Capital Advisors
California
$228K -$33.1K -264 -12%
BWM
338
BerganKDV Wealth Management
Minnesota
$225K +$20.1K +160 +9%
FPFS
339
First Personal Financial Services
North Carolina
$225K +$228K +1,818 +4,545%
QAM
340
QCI Asset Management
New York
$224K
EFS
341
Essex Financial Services
Connecticut
$224K +$232K +1,847 New
PPA
342
Parametric Portfolio Associates
Washington
$219K -$21.8K -174 -9%
RIA
343
Regal Investment Advisors
Michigan
$216K +$126 +1 +0.1%
LFS
344
Legacy Financial Strategies
Kansas
$216K +$16.2K +129 +8%
HCA
345
Harbour Capital Advisors
Virginia
$214K +$221K +1,763 New
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$207K
TSWM
347
Triangle Securities Wealth Management
North Carolina
$206K
FCI
348
Financial Counselors Inc
Kansas
$201K -$35.7K -284 -15%
CRC
349
Curi RMB Capital
Illinois
$201K
CAW
350
Cornerstone Advisors (Washington)
Washington
$194K

VV Hedge Fund Activity: Q1 2018 in Review

427 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2018, worth a combined $7.49B — up 4.2% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VV positions and 22 closed out — a net gain of 14 holders — while 142 added to existing stakes and 146 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $419M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $282M.

  • 427 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2018, up from 414 in Q4 2017.
  • Funds reported $7.49B of Vanguard Large-Cap ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 36 funds opened new Vanguard Large-Cap ETF positions in Q1 2018 and 22 closed out, a net change of +14 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $419M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2018 was Charles Schwab Investment Advisory, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2018.