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Vanguard Large-Cap ETF

218 hedge funds and large institutions have $2.39B invested in Vanguard Large-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $2.27B → $2.39B (+$125M)

3% more funds holding

Funds holding: 212218 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

0.35% less ownership

Funds ownership: 46.22%45.87% (-0.35%)

3% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 78

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $405K

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
6.27%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
17
Increased
76
Reduced
78
Closed
9
Calls
Puts
$405K
Net Calls
-$405K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
LS
26
Lattice Strategies
Pennsylvania
$15.7M -$696K -7,968 -4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$14.2M -$764K -8,745 -5%
SFT
28
Simmons First Trust
Arkansas
$13.6M +$752K +8,614 +6%
JFG
29
JMG Financial Group
Illinois
$13.5M -$1.24M -14,235 -9%
JP Morgan Chase
30
JP Morgan Chase
New York
$13M +$2.09M +23,950 +20%
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$12.8M +$423K +4,838 +4%
DWM
32
Destination Wealth Management
California
$12.7M -$158K -1,808 -1%
FAG
33
Financial Advisory Group
Texas
$11.9M -$311K -3,563 -3%
CS
34
Credit Suisse
Switzerland
$11.7M +$10.4M +118,534 +1,056%
EWM
35
Empirical Wealth Management
Washington
$11.5M -$752K -8,609 -6%
LIM
36
Leavell Investment Management
Alabama
$11.2M +$491K +5,626 +5%
RH
37
Rayner & Haynor
California
$11M +$122K +1,400 +1%
LNB
38
Ledyard National Bank
$11M -$3.2M -36,648 -23%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$10.6M -$825K -9,449 -7%
GC
40
Gibson Capital
Pennsylvania
$9.51M +$574K +6,570 +7%
SG Americas Securities
41
SG Americas Securities
New York
$9.14M -$469K -5,370 -5%
RJA
42
Raymond James & Associates
Florida
$9.06M -$4.99M -57,137 -36%
TCM
43
TD Capital Management
Tennessee
$8.41M +$691K +7,912 +9%
PA
44
Pinnacle Associates
New York
$7.27M +$10.6K +121 +0.2%
Goldman Sachs
45
Goldman Sachs
New York
$7.08M +$5.15M +58,991 +300%
MFS
46
Monetta Financial Services
Illinois
$6.84M
BPB
47
Badgley, Phelps & Bell
Washington
$6.75M +$118K +1,353 +2%
EMA
48
Efficient Market Advisors
California
$6.43M -$628K -7,191 -9%
DY
49
Dowling & Yahnke
California
$6.41M -$91.1K -1,043 -1%
CCG
50
Chatham Capital Group
Georgia
$6.1M -$1.1M -12,614 -16%

VV Hedge Fund Activity: Q2 2014 in Review

218 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2014, worth a combined $2.39B — up 5.5% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VV positions and 9 closed out — a net gain of 8 holders — while 76 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was RiverFront Investment Group, cutting an estimated $23.3M.

  • 218 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2014, up from 212 in Q1 2014.
  • Funds reported $2.39B of Vanguard Large-Cap ETF stock for Q2 2014, up 5.5% quarter-over-quarter.
  • 17 funds opened new Vanguard Large-Cap ETF positions in Q2 2014 and 9 closed out, a net change of +8 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2014 was Bank of America, an estimated $10.6M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2014 was RiverFront Investment Group, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2014.