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Vanguard Large-Cap ETF

187 hedge funds and large institutions have $1.9B invested in Vanguard Large-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

9% more capital invested

Capital invested by funds: $1.74B → $1.9B (+$164M)

1.29% more ownership

Funds ownership: 43.43%44.72% (+1.3%)

4% less funds holding

Funds holding: 194187 (-7)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
6.06%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.52%
New
11
Increased
59
Reduced
71
Closed
18
Calls
$355K
Puts
Net Calls
+$355K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
TCT
26
TIAA CREF Trust
Missouri
$12.9M -$78.9K -1,026 -0.6%
DWM
27
Destination Wealth Management
California
$12.6M +$61.4K +798 +0.5%
LNB
28
Ledyard National Bank
$12.4M -$148K -1,923 -1%
EWM
29
Empirical Wealth Management
Washington
$12M -$176K -2,291 -1%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.21M +15,764 +12%
RJA
31
Raymond James & Associates
Florida
$10.9M -$7.23M -93,974 -40%
FAG
32
Financial Advisory Group
Texas
$10.2M +$160K +2,082 +2%
SG Americas Securities
33
SG Americas Securities
New York
$10.2M -$1.06M -13,800 -9%
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$9.84M +$1.21M +15,793 +14%
LIM
35
Leavell Investment Management
Alabama
$9.03M -$66.4K -864 -0.7%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$7.8M +$830K +10,789 +12%
CCG
37
Chatham Capital Group
Georgia
$7.05M +$5.77M +74,970 +463%
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$6.45M
PA
39
Pinnacle Associates
New York
$6.09M +$114K +1,483 +2%
EMA
40
Efficient Market Advisors
California
$5.91M -$294K -3,829 -5%
LPT
41
Legacy Private Trust
Wisconsin
$5.86M +$28.6K +372 +0.5%
CCMH
42
Cornerstone Capital Management Holdings
New York
$5.82M -$49K -637 -0.8%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.8M +$518K +6,734 +10%
DY
44
Dowling & Yahnke
California
$5.78M -$93.9K -1,221 -2%
TCM
45
TD Capital Management
Tennessee
$5.78M +$113K +1,463 +2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$5.42M -$2.63M -34,205 -33%
AC
47
Alexandria Capital
Virginia
$5.34M -$137K -1,779 -3%
AA
48
Alesco Advisors
New York
$5.28M -$45.8K -595 -0.9%
BPB
49
Badgley, Phelps & Bell
Washington
$5.25M +$260K +3,375 +5%
APCM
50
Alaska Permanent Capital Management
Alaska
$4.63M -$249K -3,235 -5%

VV Hedge Fund Activity: Q3 2013 in Review

187 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2013, worth a combined $1.9B — up 9.5% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VV and 11 opened new positions — a net loss of 7 holders — while 71 trimmed existing stakes and 59 added.

The largest buyer was Creative Planning, adding an estimated $28.1M. The largest seller was Credit Suisse, cutting an estimated $9.79M.

  • 187 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2013, down from 194 in Q2 2013.
  • Funds reported $1.9B of Vanguard Large-Cap ETF stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 11 funds opened new Vanguard Large-Cap ETF positions in Q3 2013 and 18 closed out, a net change of -7 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2013 was Creative Planning, an estimated $28.1M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2013 was Credit Suisse, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2013.