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Vanguard Large-Cap ETF

340 hedge funds and large institutions have $4.74B invested in Vanguard Large-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

39% more call options, than puts

Call options by funds: $527K | Put options by funds: $379K

28% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 90

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

12% more capital invested

Capital invested by funds: $4.25B → $4.74B (+$491M)

10% more funds holding

Funds holding: 309340 (+31)

2.48% more ownership

Funds ownership: 53.69%56.17% (+2.5%)

Holders
340
Holders Change
+31
Holders Change %
+10.03%
% of All Funds
8.5%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.88%
New
50
Increased
115
Reduced
90
Closed
16
Calls
$527K
Puts
$379K
Net Calls
+$148K
Net Calls Change
-$689K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$28M +$27.4M +273,659 New
NLI
27
Nippon Life Insurance
Japan
$26.5M +$25.9M +258,600 New
Ameriprise
28
Ameriprise
Minnesota
$24.7M +$3.53M +35,273 +17%
JFG
29
JMG Financial Group
Illinois
$22.5M -$374K -3,735 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$21.8M -$2.78M -27,741 -12%
W
31
Wealthfront
California
$21.1M +$4.01M +40,008 +24%
UCFA
32
United Capital Financial Advisors
Texas
$18.6M +$529K +5,279 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$17.2M +$111K +1,106 +0.7%
TCT
34
TIAA CREF Trust
Missouri
$16.6M -$589K -5,881 -3%
MWP
35
Moller Wealth Partners
$14.5M -$64.8K -647 -0.5%
LIM
36
Leavell Investment Management
Alabama
$14.3M -$30.9K -309 -0.2%
PAG
37
Private Advisor Group
New Jersey
$13.6M +$245K +2,443 +2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$13.3M -$613K -6,118 -4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$12.5M +$292K +2,918 +2%
DWM
40
Destination Wealth Management
California
$12M +$445K +4,443 +4%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$12M +$1.94M +19,397 +20%
BPB
42
Badgley, Phelps & Bell
Washington
$11.5M +$2.83M +28,250 +34%
TCM
43
TD Capital Management
Tennessee
$11.4M +$1.2K +12 +0%
GC
44
Gibson Capital
Pennsylvania
$11.3M -$20K -200 -0.2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$11.2M -$123K -1,229 -1%
SB
46
Simmons Bank
Arkansas
$11.1M +$228K +2,273 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$10.8M +$536K +5,352 +5%
LNB
48
Ledyard National Bank
$10.6M -$183K -1,827 -2%
EWM
49
Empirical Wealth Management
Washington
$9.75M +$5.11K +51 +0.1%
PAI
50
Pittenger & Anderson Inc
Nebraska
$9.14M +$1.53M +15,303 +21%

VV Hedge Fund Activity: Q4 2016 in Review

340 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2016, worth a combined $4.74B — up 12% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VV positions and 16 closed out — a net gain of 34 holders — while 115 added to existing stakes and 90 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $140M. The largest seller was PNC Financial Services Group, cutting an estimated $24.7M.

  • 340 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2016, up from 309 in Q3 2016.
  • Funds reported $4.74B of Vanguard Large-Cap ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 50 funds opened new Vanguard Large-Cap ETF positions in Q4 2016 and 16 closed out, a net change of +34 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $140M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2016 was PNC Financial Services Group, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2016.