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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
PP
426
Palladium Partners
Virginia
$249K
QAM
427
QCI Asset Management
New York
$249K +$21.1K +150 +8%
HFRG
428
Houlihan Financial Resource Group
Virginia
$248K
SJL
429
Shayne & Jacobs LLC
Tennessee
$245K -$26.7K -190 -8%
IAN
430
Integrated Advisors Network
Texas
$244K +$44K +313 +18%
SWM
431
SeaCrest Wealth Management
New York
$240K +$23.5K +167 +9%
MWM
432
Merriman Wealth Management
Washington
$239K -$3.95M -28,101 -93%
SAG
433
Spotlight Asset Group
Illinois
$239K
SS
434
Simplicity Solutions
Minnesota
$239K +$284K +2,020 New
LFAS
435
Level Four Advisory Services
Texas
$237K -$63.5K -452 -19%
AIA
436
Avalon Investment & Advisory
Texas
$237K +$281K +2,000 New
PWM
437
PBMares Wealth Management
Virginia
$237K +$281K +2,001 New
CMO
438
Covenant Multifamily Offices
Texas
$236K +$280K +1,991 New
SPIO
439
Seven Post Investment Office
California
$230K +$273K +1,945 New
SG
440
StoneX Group
New York
$229K -$6.46K -46 -2%
VWA
441
V Wealth Advisors
Kansas
$228K +$271K +1,927 New
WS
442
Wedbush Securities
California
$227K -$11.9K -85 -4%
VIM
443
Vista Investment Management
Pennsylvania
$225K -$15.5K -110 -5%
NL
444
NVWM LLC
Pennsylvania
$224K -$15K -107 -5%
MMA
445
Miracle Mile Advisors
California
$224K
VWM
446
Venturi Wealth Management
Texas
$222K -$33.7K -240 -11%
SF
447
Synovus Financial
Georgia
$220K +$229K +1,632 +756%
CS
448
Credit Suisse
Switzerland
$218K -$3.79M -26,993 -94%
SC
449
Slow Capital
California
$218K +$8.43K +60 +3%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$216K +$234K +1,668 +1,062%

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.