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Vanguard Large-Cap ETF

212 hedge funds and large institutions have $2.27B invested in Vanguard Large-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 205212 (+7)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

3% more capital invested

Capital invested by funds: $2.19B → $2.27B (+$73.8M)

0.04% less ownership

Funds ownership: 46.26%46.22% (-0.04%)

93% less call options, than puts

Call options by funds: $43K | Put options by funds: $576K

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
6.12%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.61%
New
26
Increased
70
Reduced
66
Closed
17
Calls
$43K
Puts
$576K
Net Calls
-$533K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$949K +11,239 +7%
JFG
27
JMG Financial Group
Illinois
$14.1M -$612K -7,250 -4%
LNB
28
Ledyard National Bank
$13.6M -$163K -1,927 -1%
RJA
29
Raymond James & Associates
Florida
$13.6M +$352K +4,169 +3%
DWM
30
Destination Wealth Management
California
$12.3M -$66.6K -789 -0.5%
SFT
31
Simmons First Trust
Arkansas
$12.3M +$12.1M +142,937 New
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$11.8M +$357K +4,224 +3%
EWM
33
Empirical Wealth Management
Washington
$11.7M -$675K -7,990 -6%
FAG
34
Financial Advisory Group
Texas
$11.7M +$119K +1,408 +1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10.9M -$1.99M -23,535 -16%
RH
36
Rayner & Haynor
California
$10.4M -$870K -10,300 -8%
JP Morgan Chase
37
JP Morgan Chase
New York
$10.3M +$389K +4,609 +4%
LIM
38
Leavell Investment Management
Alabama
$10.2M +$13.9K +165 +0.1%
SG Americas Securities
39
SG Americas Securities
New York
$9.19M -$1.06M -12,600 -11%
GC
40
Gibson Capital
Pennsylvania
$8.53M +$8.37M +99,107 New
CCM
41
Coldstream Capital Management
Washington
$8.29M +$2.95M +34,986 +57%
TCM
42
TD Capital Management
Tennessee
$7.36M +$922K +10,911 +15%
PA
43
Pinnacle Associates
New York
$6.94M -$45.9K -544 -0.7%
CCG
44
Chatham Capital Group
Georgia
$6.91M -$417K -4,935 -6%
EMA
45
Efficient Market Advisors
California
$6.76M -$135K -1,593 -2%
MFS
46
Monetta Financial Services
Illinois
$6.54M +$760K +9,000 +13%
BPB
47
Badgley, Phelps & Bell
Washington
$6.33M +$299K +3,545 +5%
DY
48
Dowling & Yahnke
California
$6.21M -$173K -2,043 -3%
APCM
49
Alaska Permanent Capital Management
Alaska
$5.73M +$286K +3,391 +5%
UCFA
50
United Capital Financial Advisors
Texas
$5.47M +$5.37M +63,554 New