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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
CHA
351
Carmichael Hill & Associates
Maryland
$421K -$23.9K -170 -5%
Lido Advisors
352
Lido Advisors
California
$421K -$21.8K -155 -4%
CA
353
Claro Advisors
Massachusetts
$417K -$155K -1,101 -24%
NP
354
NorthRock Partners
Minnesota
$410K +$1.41K +10 +0.3%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$408K +$14.6K +104 +3%
PO
356
Private Ocean
California
$401K -$163K -1,160 -26%
ZF
357
Zhang Financial
Michigan
$397K +$437K +3,111 New
DI
358
Disciplined Investments
Oklahoma
$393K +$89.4K +636 +24%
GEA
359
Glen Eagle Advisors
New Jersey
$391K
ACM
360
Allred Capital Management
Texas
$390K -$92.4K -658 -17%
BWP
361
BSW Wealth Partners
Colorado
$385K
WPW
362
Waldron Private Wealth
Pennsylvania
$385K +$78.1K +556 +21%
FFN
363
Focus Financial Network
Minnesota
$382K +$453K +3,222 New
FA
364
FC Advisory
Pennsylvania
$381K -$702 -5 -0.2%
First Manhattan
365
First Manhattan
New York
$380K
HNB
366
Huntington National Bank
Ohio
$380K
EW
367
Evoke Wealth
California
$379K +$449K +3,199 New
FWCM
368
Ferguson Wellman Capital Management
Oregon
$378K -$35.3K -251 -7%
PP
369
Pegasus Partners
Wisconsin
$374K
APG
370
Abacus Planning Group
South Carolina
$373K +$443K +3,152 New
MECA
371
Miller Equity Capital Advisors
Texas
$372K +$44.3K +315 +11%
KA
372
Kovack Advisors
Florida
$369K +$67K +477 +18%
ACM
373
Atlanta Capital Management
Georgia
$366K +$435K +3,094 New
FSWA
374
Financial Synergies Wealth Advisors
Texas
$361K +$428K +3,047 New
PCA
375
Personal Capital Advisors
California
$360K -$165K -1,173 -28%

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.