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Vanguard Large-Cap ETF

414 hedge funds and large institutions have $7.19B invested in Vanguard Large-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

19% more capital invested

Capital invested by funds: $6.05B → $7.19B (+$1.14B)

12% more funds holding

Funds holding: 371414 (+43)

2.87% more ownership

Funds ownership: 59.19%62.06% (+2.9%)

1% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 133

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $797K

Holders
414
Holders Change
+43
Holders Change %
+11.59%
% of All Funds
9.39%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
63
Increased
132
Reduced
133
Closed
16
Calls
$11K
Puts
$797K
Net Calls
-$786K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Strategic Wealth Partners
Ohio
$18K +$17.6K +147 New
SWA
402
Sutton Wealth Advisors
Florida
$16.7K
AOWM
403
Alpha Omega Wealth Management
Virginia
$13K -$2.39K -20 -16%
AIM
404
Anchor Investment Management
South Carolina
$12.3K
FMTCOCP
405
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12.3K
MGIA
406
Moneta Group Investment Advisors
Missouri
$12K +$11.2K +94 New
MWM
407
MinichMacGregor Wealth Management
New York
$11K
MA
408
MUFG Americas
New York
$9K -$6.09K -51 -40%
SIS
409
Sound Income Strategies
Florida
$8K +$7.53K +63 New
AWM
410
AllSquare Wealth Management
New York
$7K
PCG
411
Private Capital Group
Connecticut
$5.92K +$5.77M +48,326 New
FPFS
412
First Personal Financial Services
North Carolina
$5K -$329K -2,750 -99%
IWM
413
IHT Wealth Management
Illinois
$4K
RBC
414
Roble Belko & Company
Pennsylvania
$1K
AL
415
Aspiriant LLC
California
-$8.26M -71,533 Closed
APCM
416
Alaska Permanent Capital Management
Alaska
-$6.39M -55,375 Closed
CS
417
Credit Suisse
Switzerland
-$4.05M -35,076 Closed
ICOA
418
Investment Centers of America
North Dakota
-$1.67M -14,451 Closed
HFS
419
HL Financial Services
Kentucky
-$1.04M -9,049 Closed
TI
420
Truepoint Inc
Ohio
-$932K -8,075 Closed
Susquehanna International Group
421
Susquehanna International Group
Pennsylvania
-$866K -7,251 Closed
VF
422
Virtu Financial
New York
-$598K -5,181 Closed
KA
423
Klingman & Associates
New York
-$329K -2,852 Closed
NCM
424
Narwhal Capital Management
Georgia
-$321K -2,778 Closed
CAM
425
Concorde Asset Management
Michigan
-$248K -2,146 Closed

VV Hedge Fund Activity: Q4 2017 in Review

414 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2017, worth a combined $7.19B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VV positions and 16 closed out — a net gain of 47 holders — while 132 added to existing stakes and 133 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $460M. The largest seller was PNC Financial Services Group, cutting an estimated $77.5M.

  • 414 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2017, up from 371 in Q3 2017.
  • Funds reported $7.19B of Vanguard Large-Cap ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 63 funds opened new Vanguard Large-Cap ETF positions in Q4 2017 and 16 closed out, a net change of +47 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $460M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2017 was PNC Financial Services Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2017.