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Vanguard Large-Cap ETF
VV

595 hedge funds and large institutions have $11.5B invested in Vanguard Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $445K

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

25% more capital invested

Capital invested by funds: $9.18B → $11.5B (+$2.29B)

15% more funds holding in top 10

Funds holding in top 10: 54 → 62 (+8)

5% more funds holding

Funds holding: 565 → 595 (+30)

0.42% more ownership

Funds ownership: 66.23% → 66.66% (+0.42%)

4% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 192

Holders
595
Holders Change
+30
Holders Change %
+5.31%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.27%
New
71
Increased
184
Reduced
192
Closed
38
Calls
$1.19M
Puts
$445K
Net Calls
+$749K
Net Calls Change
-$142K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$210M
2
Creative Planning
Creative Planning
Kansas
+$119M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$53.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.2M
5
HWA
Heartwood Wealth Advisors
Virginia
+$36.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$88.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$79.8M
3
Charles Schwab
Charles Schwab
California
-$58.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$53M
5
UBS Group
UBS Group
Switzerland
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
376
HSBC Holdings
United Kingdom
$455K +$430K +3,183 New
PP
377
Pegasus Partners
Wisconsin
$451K – – –
BF
378
BOK Financial
Oklahoma
$439K +$11.2K +83 +3%
FPS
379
Fieldpoint Private Securities
Connecticut
$434K +$410K +3,033 New
First Manhattan
380
First Manhattan
New York
$430K -$27K -200 -6%
CS
381
Credit Suisse
Switzerland
$429K +$156K +1,154 +63%
DSC
382
Duncker Streett & Co
Missouri
$424K -$2.3K -17 -0.6%
GLA
383
Good Life Advisors
Pennsylvania
$417K +$6.22K +46 +2%
BFM
384
Boston Financial Management
Massachusetts
$415K – – –
PPA
385
Parametric Portfolio Associates
Washington
$414K +$392K +2,896 New
CWC
386
Carolinas Wealth Consulting
North Carolina
$412K – – –
CM
387
Cornerstone Management
Georgia
$410K +$41.4K +306 +12%
SGK
388
Steigerwald Gordon & Koch
Virginia
$399K +$377K +2,791 New
MWA
389
Meridian Wealth Advisors
Texas
$393K – – –
RDWM
390
Red Door Wealth Management
Tennessee
$393K +$1.08K +8 +0.3%
SA
391
Strategic Advisors
New York
$390K -$11.1K -82 -3%
Millennium Management
392
Millennium Management
New York
$390K +$369K +2,729 New
SFI
393
SPC Financial Inc
Maryland
$388K -$10.4M -76,831 -97%
LL
394
LPWM LLC
Minnesota
$384K – – –
S
395
SignatureFD
Georgia
$383K +$1.22K +9 +0.3%
OCM
396
Orser Capital Management
Texas
$378K – – –
FT
397
Fiduciary Trust
Massachusetts
$376K – – –
FLPIM
398
F.L. Putnam Investment Management
Massachusetts
$376K – – –
BC
399
Bartlett & Co
Ohio
$375K – – –
BCWM
400
Bartlett & Co Wealth Management
Ohio
$375K – – –
14 15
16
17 18

VV Hedge Fund Activity: Q2 2020 in Review

595 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2020, worth a combined $11.5B — up 25% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VV positions and 38 closed out — a net gain of 33 holders — while 184 added to existing stakes and 192 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $88.9M.

  • 595 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2020, up from 565 in Q1 2020.
  • Funds reported $11.5B of Vanguard Large-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 71 funds opened new Vanguard Large-Cap ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $210M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2020 was Bank of America, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2020.