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Vanguard Large-Cap ETF

450 hedge funds and large institutions have $8.79B invested in Vanguard Large-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 144 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $367K

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

5% more capital invested

Capital invested by funds: $8.34B → $8.79B (+$451M)

5% more funds holding

Funds holding: 427450 (+23)

1.85% less ownership

Funds ownership: 66.46%64.61% (-1.8%)

2% less funds holding in top 10

Funds holding in top 10: 4140 (-1)

23% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 144

Holders
450
Holders Change
+23
Holders Change %
+5.39%
% of All Funds
10.29%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.91%
New
42
Increased
111
Reduced
144
Closed
17
Calls
$1.23M
Puts
$367K
Net Calls
+$861K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
Sutton Wealth Advisors
Florida
$18.2K
CAGAS
427
Capital Advisory Group Advisory Services
Minnesota
$18K +$17.8K +136 New
GAM
428
Gemmer Asset Management
California
$17K
GRP
429
Global Retirement Partners
California
$17K
PFO
430
Pathstone Family Office
New Jersey
$17K +$16.4K +125 New
SSB
431
Sandy Spring Bank
Maryland
$16K
LFG
432
LifePlan Financial Group
Ohio
$16K +$7.6K +58 +92%
JFA
433
JNBA Financial Advisors
Minnesota
$14K -$22.6M -172,725 -100%
AOWM
434
Alpha Omega Wealth Management
Virginia
$14K
CFD
435
Creative Financial Designs
Indiana
$14K +$14.1K +108 New
AIM
436
Anchor Investment Management
South Carolina
$13.4K
FMTCOCP
437
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
PPFA
438
Provida Pension Fund Administrator
Chile
$13K
MWM
439
MinichMacGregor Wealth Management
New York
$12K
RFM
440
Royal Fund Management
Florida
$9K
AWM
441
AllSquare Wealth Management
New York
$8K
NWM
442
Northwest Wealth Management
Iowa
$8K
SIS
443
Sound Income Strategies
Florida
$8K
GI
444
Gradient Investments
Minnesota
$7K
VFA
445
Valeo Financial Advisors
Indiana
$7K
Parallax Volatility Advisers
446
Parallax Volatility Advisers
California
$7K +$6.55K +50 +5,000%
OFW
447
Omnia Family Wealth
Florida
$4K
Financial Engines Advisors
448
Financial Engines Advisors
California
$4K +$3.8K +29 New
RMAM
449
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.85K +37 New
TPWA
450
TRUE Private Wealth Advisors
Oregon
$2.15K +$2.1K +16 New

VV Hedge Fund Activity: Q3 2018 in Review

450 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2018, worth a combined $8.79B — up 5.4% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VV positions and 17 closed out — a net gain of 25 holders — while 111 added to existing stakes and 144 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $71.4M. The largest seller was Jones Financial Companies, cutting an estimated $213M.

  • 450 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2018, up from 427 in Q2 2018.
  • Funds reported $8.79B of Vanguard Large-Cap ETF stock for Q3 2018, up 5.4% quarter-over-quarter.
  • 42 funds opened new Vanguard Large-Cap ETF positions in Q3 2018 and 17 closed out, a net change of +25 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $71.4M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2018 was Jones Financial Companies, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2018.