We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

595 hedge funds and large institutions have $11.5B invested in Vanguard Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $445K

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

25% more capital invested

Capital invested by funds: $9.18B → $11.5B (+$2.29B)

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

5% more funds holding

Funds holding: 565595 (+30)

0.42% more ownership

Funds ownership: 66.23%66.66% (+0.42%)

4% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 192

Holders
595
Holders Change
+30
Holders Change %
+5.31%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.27%
New
71
Increased
184
Reduced
192
Closed
38
Calls
$1.19M
Puts
$445K
Net Calls
+$749K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pathway Financial Advisors
Vermont
$602K
MWM
327
Modera Wealth Management
New Jersey
$601K
GWS
328
Glassman Wealth Services
Virginia
$597K -$39.9K -295 -7%
PWW
329
Pettyjohn Wood & White
Virginia
$596K +$20.6K +152 +4%
CA
330
Claro Advisors
Massachusetts
$590K +$81.7K +604 +17%
FSWA
331
Financial Synergies Wealth Advisors
Texas
$589K +$145K +1,070 +35%
APG
332
Abacus Planning Group
South Carolina
$588K +$129K +957 +30%
AAS
333
Avantax Advisory Services
Texas
$581K +$14.2K +105 +3%
CAM
334
Cozad Asset Management
Illinois
$576K +$545K +4,030 New
CHC
335
City Holding Co
West Virginia
$574K
HB
336
Homrich & Berg
Georgia
$563K
GA
337
GFS Advisors
Texas
$558K -$2.1M -15,500 -80%
ASN
338
Advisory Services Network
Georgia
$558K -$40.6K -300 -7%
CIC
339
Carnegie Investment Counsel
Ohio
$558K +$36.9K +273 +8%
CPIG
340
Chicago Partners Investment Group
Illinois
$557K +$2.16K +16 +0.4%
FWP
341
FAS Wealth Partners
Kansas
$551K
TFCP
342
Twin Focus Capital Partners
Massachusetts
$546K +$516K +3,820 New
TNB
343
TCF National Bank
South Dakota
$543K +$545K +4,030 New
PWM
344
Perigon Wealth Management
California
$542K +$27.9K +206 +6%
LWM
345
Liberty Wealth Management
California
$535K -$427K -3,156 -46%
SHGA
346
Sand Hill Global Advisors
California
$535K
RWP
347
RWA Wealth Partners
Massachusetts
$533K
WPW
348
Waldron Private Wealth
Pennsylvania
$532K +$63.3K +468 +14%
MCM
349
Maryland Capital Management
Maryland
$527K -$1.23M -9,070 -71%
BRWA
350
B. Riley Wealth Advisors
Florida
$525K -$811 -6 -0.2%