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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
PWA
326
Physician Wealth Advisors
Utah
$495K +$88.4K +629 +20%
CPIG
327
Chicago Partners Investment Group
Illinois
$488K +$23.7K +169 +5%
PFA
328
Pathway Financial Advisors
Vermont
$480K -$1.66M -11,800 -74%
IFG
329
Independent Financial Group
California
$477K +$565K +4,024 New
PWW
330
Pettyjohn Wood & White
Virginia
$476K -$19.1K -136 -3%
CHC
331
City Holding Co
West Virginia
$476K
AAS
332
Avantax Advisory Services
Texas
$471K -$71.4K -508 -11%
HB
333
Homrich & Berg
Georgia
$466K -$9.41K -67 -2%
PWM
334
Perigon Wealth Management
California
$459K +$108K +772 +27%
FWP
335
FAS Wealth Partners
Kansas
$456K
CGL
336
Clarius Group LLC
Washington
$449K
CFGS
337
Concourse Financial Group Securities
Alabama
$446K +$11.7K +83 +2%
BO
338
Bank OZK
Arkansas
$445K -$33K -235 -6%
SHGA
339
Sand Hill Global Advisors
California
$443K
RWP
340
RWA Wealth Partners
Massachusetts
$441K +$523K +3,724 New
DWT
341
Dorsey & Whitney Trust
South Dakota
$437K
BRWA
342
B. Riley Wealth Advisors
Florida
$436K -$29.1K -207 -5%
FCFC
343
First Commonwealth Financial Corp
Pennsylvania
$432K +$512K +3,646 New
UBV
344
United Bank (Virginia)
Virginia
$431K
CIC
345
Carnegie Investment Counsel
Ohio
$430K +$36.1K +257 +8%
SWM
346
SigFig Wealth Management
California
$429K +$67.4K +480 +15%
FNT
347
First National Trust
Pennsylvania
$429K +$211K +1,499 +71%
TIM
348
Total Investment Management
Arizona
$428K +$177K +1,261 +54%
VNA
349
Valley National Advisers
Pennsylvania
$423K -$29.6K -211 -6%
PBF
350
Petix & Botte Financial
California
$423K +$4.92K +35 +1%

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.