Vanguard Large-Cap ETF
340 hedge funds and large institutions have $4.74B invested in Vanguard Large-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 16 closing their positions.
213% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 16
39% more call options, than puts
Call options by funds: $527K | Put options by funds: $379K
28% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 90
21% more funds holding in top 10
Funds holding in top 10: 29 → 35 (+6)
12% more capital invested
Capital invested by funds: $4.25B → $4.74B (+$491M)
10% more funds holding
Funds holding: 309 → 340 (+31)
2.48% more ownership
Funds ownership: 53.69% → 56.17% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$140M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$42.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$41.3M |
| 4 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
+$25.9M |
| 5 |
Morgan Stanley
New York
|
+$8.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$21.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.3M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$8.43M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
351
SignatureFD
Atlanta,
Georgia
| – | -$36K | -367 | Closed |
|
|
PSUF
352
People's United Financial
Bridgeport,
Connecticut
| – | -$17K | -169 | Closed |
|
353
AssetMark Inc
Concord,
California
| – | -$14K | -141 | Closed |
|
|
GI
354
Gradient Investments
Arden Hills,
Minnesota
| – | -$13K | -132 | Closed |
|
|
PFO
355
Pathstone Family Office
Englewood,
New Jersey
| – | -$13K | -130 | Closed |
|
|
CAL
356
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$6.94K | -70 | Closed |
|
VV Hedge Fund Activity: Q4 2016 in Review
340 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2016, worth a combined $4.74B — up 12% from $4.25B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VV positions and 16 closed out — a net gain of 34 holders — while 115 added to existing stakes and 90 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $140M. The largest seller was PNC Financial Services Group, cutting an estimated $24.7M.
- 340 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2016, up from 309 in Q3 2016.
- Funds reported $4.74B of Vanguard Large-Cap ETF stock for Q4 2016, up 12% quarter-over-quarter.
- 50 funds opened new Vanguard Large-Cap ETF positions in Q4 2016 and 16 closed out, a net change of +34 holders.
- The largest Vanguard Large-Cap ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $140M added.
- The largest Vanguard Large-Cap ETF seller in Q4 2016 was PNC Financial Services Group, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2016.