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Vanguard Large-Cap ETF
VV

595 hedge funds and large institutions have $11.5B invested in Vanguard Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $445K

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

25% more capital invested

Capital invested by funds: $9.18B → $11.5B (+$2.29B)

15% more funds holding in top 10

Funds holding in top 10: 54 → 62 (+8)

5% more funds holding

Funds holding: 565 → 595 (+30)

0.42% more ownership

Funds ownership: 66.23% → 66.66% (+0.42%)

4% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 192

Holders
595
Holders Change
+30
Holders Change %
+5.31%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.27%
New
71
Increased
184
Reduced
192
Closed
38
Calls
$1.19M
Puts
$445K
Net Calls
+$749K
Net Calls Change
-$142K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$210M
2
Creative Planning
Creative Planning
Kansas
+$119M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$53.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.2M
5
HWA
Heartwood Wealth Advisors
Virginia
+$36.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$88.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$79.8M
3
Charles Schwab
Charles Schwab
California
-$58.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$53M
5
UBS Group
UBS Group
Switzerland
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
451
Johnson Investment Counsel
Ohio
$259K +$245K +1,810 New
W
452
WealthOne
New York
$258K – – –
MMPW
453
Mitchell McLeod Pugh & Williams
Alabama
$256K – – –
BBHC
454
Brown Brothers Harriman & Co
New York
$255K – – –
FWM
455
Frontier Wealth Management
Missouri
$253K +$270 +2 +0.1%
NP
456
NorthRock Partners
Minnesota
$252K -$230K -1,704 -49%
SLT
457
St Louis Trust
Missouri
$252K +$239K +1,764 New
BOM
458
Bank of Marin
California
$251K – – –
KIA
459
KCM Investment Advisors
California
$251K – – –
NL
460
NVWM LLC
Pennsylvania
$250K -$19.2K -142 -8%
WCG
461
Weaver Consulting Group
California
$249K – – –
CA
462
Cetera Advisors
Colorado
$249K +$236K +1,743 New
APW
463
Acima Private Wealth
Virginia
$248K – – –
AAS
464
Annex Advisory Services
Wisconsin
$248K +$235K +1,737 New
WS
465
Wedbush Securities
California
$246K -$27K -200 -10%
CCM
466
Coe Capital Management
Illinois
$245K – – –
FPFS
467
First Personal Financial Services
North Carolina
$243K -$13.5K -100 -6%
B
468
Bailard
California
$243K – – –
DW
469
Domani Wealth
Pennsylvania
$243K – – –
VWM
470
Venturi Wealth Management
Texas
$240K -$26K -192 -10%
RIA
471
Regal Investment Advisors
Michigan
$238K +$225K +1,661 New
FFBTD
472
First Financial Bank - Trust Division
Ohio
$236K +$223K +1,650 New
PWA
473
Peterson Wealth Advisors
Utah
$233K +$220K +1,629 New
GT
474
Greenleaf Trust
Michigan
$228K -$164K -1,213 -43%
MCM
475
Mitchell Capital Management
Kansas
$228K +$216K +1,595 New
17 18
19
20 21

VV Hedge Fund Activity: Q2 2020 in Review

595 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2020, worth a combined $11.5B — up 25% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VV positions and 38 closed out — a net gain of 33 holders — while 184 added to existing stakes and 192 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $88.9M.

  • 595 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2020, up from 565 in Q1 2020.
  • Funds reported $11.5B of Vanguard Large-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 71 funds opened new Vanguard Large-Cap ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $210M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2020 was Bank of America, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2020.