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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
AF
351
Advisornet Financial
Minnesota
$192K
MCWS
352
McKinley Carter Wealth Services
West Virginia
$185K +$191K +1,525 New
SG Americas Securities
353
SG Americas Securities
New York
$178K -$673K -5,365 -79%
PG
354
Patten Group
Tennessee
$175K +$8.79K +70 +5%
CMBA
355
C.M. Bidwell & Associates
Hawaii
$163K -$100K -800 -37%
CPA
356
Clear Perspective Advisors
Illinois
$149K
WAM
357
Wealthspire Advisors (Maryland)
Maryland
$149K
Bessemer Group
358
Bessemer Group
New Jersey
$145K
WCM
359
Wealthcare Capital Management
Virginia
$136K
LPIC
360
LeJeune Puetz Investment Counsel
Michigan
$133K
PGWM
361
Parisi Gray Wealth Management
New Jersey
$130K
SC
362
Slow Capital
California
$129K +$65.3K +520 +96%
RFC
363
Regions Financial Corp
Alabama
$126K
RE
364
RBC Europe
United Kingdom
$125K -$14.8K -118 -10%
VCM
365
Vigilant Capital Management
Maine
$125K
RCA
366
Rowland Carmichael Advisors
Arizona
$124K -$4.02K -32 -3%
FHA
367
First Horizon Advisors
Tennessee
$121K -$107K -850 -46%
APP
368
Avantax Planning Partners
Iowa
$115K +$119K +950 New
CG
369
Cutler Group
California
$108K -$545K -4,344 -83%
KF
370
Krilogy Financial
Missouri
$98K +$377 +3 +0.4%
AA
371
AlphaMark Advisors
Kentucky
$97K
WCAMG
372
Woodard & Company Asset Management Group
North Carolina
$97K
SIM
373
Sonora Investment Management
Arizona
$89.7K +$377 +3 +0.4%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$89K +$377 +3 +0.4%
TSW
375
Thompson Siegel & Walmsley
Virginia
$84K

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.