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Vanguard Large-Cap ETF

358 hedge funds and large institutions have $5.66B invested in Vanguard Large-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 121 increasing their positions, 114 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $333K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $5.27B → $5.66B (+$385M)

2% more funds holding

Funds holding: 350358 (+8)

6% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 114

0.97% more ownership

Funds ownership: 57.79%58.76% (+0.97%)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
358
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
8.93%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.9%
New
32
Increased
121
Reduced
114
Closed
18
Calls
$1.65M
Puts
$333K
Net Calls
+$1.32M
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
351
Alpha Omega Wealth Management
Virginia
$14K
MA
352
MUFG Americas
New York
$14K
AIM
353
Anchor Investment Management
South Carolina
$11.1K
FMTCOCP
354
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11.1K
VIA
355
Vantage Investment Advisors
Pennsylvania
$11K -$11.3K -103 -51%
MWM
356
MinichMacGregor Wealth Management
New York
$10K
AWM
357
AllSquare Wealth Management
New York
$7K
RBC
358
Roble Belko & Company
Pennsylvania
$1K
IWM
359
IHT Wealth Management
Illinois
$4 +$3.3K +30 New
SIC
360
Salem Investment Counselors
North Carolina
-$4.08M -64,440 Closed
CS
361
Credit Suisse
Switzerland
-$3.96M -36,673 Closed
HSA
362
HBK Sorce Advisory
Pennsylvania
-$1.48M -13,725 Closed
NEAM
363
New England Asset Management
Connecticut
-$422K -3,900 Closed
TA
364
Tiedemann Advisors
New York
-$336K -3,345 Closed
FAM
365
Formidable Asset Management
Ohio
-$304K -2,770 Closed
RFC
366
Regions Financial Corp
Alabama
-$225K -2,082 Closed
CWM
367
Concert Wealth Management
California
-$202K -1,970 Closed
NB
368
NBT Bank
New York
-$202K -1,865 Closed
SSB
369
Sandy Spring Bank
Maryland
-$76K -702 Closed
ADL
370
Asset Dedication LLC
California
-$71K -658 Closed
AP
371
Atwood & Palmer
Missouri
-$45K -412 Closed
BRC
372
Bell Rock Capital
Delaware
-$44K -410 Closed
GWM
373
Geneos Wealth Management
Colorado
-$37K -344 Closed
SHJ
374
Sharkey, Howes & Javer
Colorado
-$24K -225 Closed
ACS
375
Archford Capital Strategies
Illinois
-$19K -173 Closed

VV Hedge Fund Activity: Q2 2017 in Review

358 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2017, worth a combined $5.66B — up 7.3% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VV positions and 18 closed out — a net gain of 14 holders — while 121 added to existing stakes and 114 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $119M. The largest seller was Mather Group, cutting an estimated $33.7M.

  • 358 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2017, up from 350 in Q1 2017.
  • Funds reported $5.66B of Vanguard Large-Cap ETF stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 32 funds opened new Vanguard Large-Cap ETF positions in Q2 2017 and 18 closed out, a net change of +14 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2017 was Jones Financial Companies, an estimated $119M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2017 was Mather Group, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2017.