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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
CA
376
Cornerstone Advisory
Maryland
$355K -$75.7K -539 -15%
BF
377
BOK Financial
Oklahoma
$354K -$9.55K -68 -2%
DSC
378
Duncker Streett & Co
Missouri
$353K -$1.41K -10 -0.3%
DIP
379
DT Investment Partners
Pennsylvania
$350K +$421 +3 +0.1%
WJWM
380
Williams Jones Wealth Management
New York
$350K +$415K +2,957 New
BFM
381
Boston Financial Management
Massachusetts
$344K +$140 +1 +0%
CWC
382
Carolinas Wealth Consulting
North Carolina
$342K +$405K +2,882 New
GLA
383
Good Life Advisors
Pennsylvania
$341K +$403K +2,871 New
SA
384
Strategic Advisors
New York
$334K
BCI
385
Brinker Capital Investments
Pennsylvania
$332K -$22.1K -157 -5%
GT
386
Greenleaf Trust
Michigan
$332K +$394K +2,805 New
MWA
387
Meridian Wealth Advisors
Texas
$326K +$386K +2,750 New
SC
388
Schoolcraft Capital
Colorado
$325K
RDWM
389
Red Door Wealth Management
Tennessee
$325K -$140 -1 -0%
LL
390
LPWM LLC
Minnesota
$318K
S
391
SignatureFD
Georgia
$316K
JG
392
Jefferies Group
New York
$315K
OCM
393
Orser Capital Management
Texas
$313K -$948K -6,745 -72%
SIA
394
Soltis Investment Advisors
Utah
$313K +$5.76K +41 +2%
FT
395
Fiduciary Trust
Massachusetts
$311K
BC
396
Bartlett & Co
Ohio
$311K +$368K +2,622 New
FLPIM
397
F.L. Putnam Investment Management
Massachusetts
$311K +$369K +2,626 New
BCWM
398
Bartlett & Co Wealth Management
Ohio
$311K -$6.46K -46 -2%
MA
399
MONECO Advisors
Connecticut
$310K -$4.07K -29 -1%
IC
400
Intersect Capital
California
$305K

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.