We are live on ! Find out more
VV icon

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
CM
401
Cornerstone Management
Georgia
$304K +$28K +199 +8%
HIMC
402
Heritage Investors Management Corp
Maryland
$303K
EPWM
403
Essex Private Wealth Management
Massachusetts
$302K
DFA
404
Delta Financial Advisors
Louisiana
$295K -$56.9K -405 -14%
WFPG
405
Waller Financial Planning Group
Ohio
$291K -$1.38M -9,789 -80%
AF
406
Advisornet Financial
Minnesota
$284K -$35.5K -253 -10%
SI
407
Stephens Inc
Arkansas
$280K -$54.7K -389 -14%
EWA
408
EP Wealth Advisors
California
$277K +$97.6K +695 +42%
CBFP
409
Cedar Brook Financial Partners
Ohio
$276K
AC
410
Asio Capital
Kentucky
$275K -$14.1K -100 -4%
BBA
411
Braun-Bostich & Associates
Pennsylvania
$275K
HWM
412
HighMark Wealth Management
Minnesota
$273K +$140 +1 +0%
RBCM
413
Raub Brock Capital Management
California
$272K
PCMC
414
Private Capital Management (Colorado)
Colorado
$272K +$104K +738 +47%
WCWM
415
Willow Creek Wealth Management
California
$270K
CCA
416
Conservest Capital Advisors
Pennsylvania
$268K
SPC
417
Sigma Planning Corp
Michigan
$265K +$95K +676 +43%
VR
418
Viridian RIA
Washington
$264K +$983 +7 +0.3%
HPC
419
HM Payson & Co
Maine
$263K
VFA
420
Valeo Financial Advisors
Indiana
$260K +$263K +1,874 +1,194%
SC
421
Savant Capital
Illinois
$259K
GLLW
422
Graves Light Lenhart Wealth
Virginia
$257K
CL
423
CPWM LLC
Washington
$257K +$305K +2,173 New
DWM
424
Doyle Wealth Management
Florida
$253K +$1.12K +8 +0.4%
JAFL
425
Jay A. Fishman Ltd
Michigan
$252K +$16.9K +120 +6%

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.