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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
FCB
401
First Command Bank
Texas
$25.7K -$102K -810 -79%
PMFA
402
Plante Moran Financial Advisors
Michigan
$24K
JA
403
JOYN Advisors
Georgia
$22K +$22.6K +180 New
WF
404
WealthTrust Fairport
Ohio
$21K +$22K +175 New
CAL
405
Capital Analysts LLC
Pennsylvania
$20K +$20.6K +164 New
AFIA
406
America First Investment Advisors
Nebraska
$18K
SWP
407
Strategic Wealth Partners
Ohio
$18K
SWA
408
Sutton Wealth Advisors
Florida
$16.5K
WEC
409
Winslow Evans & Crocker
Massachusetts
$16.4K -$16.8K -134 -50%
BSG
410
Black Swift Group
Colorado
$16K -$12.1K -96 -42%
GRP
411
Global Retirement Partners
California
$16K -$7.53K -60 -31%
GAM
412
Gemmer Asset Management
California
$16K +$16.1K +128 New
CCA
413
Clearwater Capital Advisors
Illinois
$16K +$16.7K +133 New
SSB
414
Sandy Spring Bank
Maryland
$15K +$15.1K +120 New
AIM
415
Anchor Investment Management
South Carolina
$12.1K
FMTCOCP
416
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12.1K
AOWM
417
Alpha Omega Wealth Management
Virginia
$12K
BFEC
418
Benjamin F. Edwards & Company
Missouri
$12K +$12.1K +96 New
MWM
419
MinichMacGregor Wealth Management
New York
$11K
OPWM
420
Oak Point Wealth Management
Michigan
$11K +$11.4K +91 New
MA
421
MUFG Americas
New York
$9K
SIS
422
Sound Income Strategies
Florida
$8K
LFG
423
LifePlan Financial Group
Ohio
$8K +$7.91K +63 New
RFM
424
Royal Fund Management
Florida
$8K +$8.91K +71 New
VFA
425
Valeo Financial Advisors
Indiana
$7K -$70.4K -561 -90%

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.