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Vanguard Large-Cap ETF
VV

350 hedge funds and large institutions have $5.27B invested in Vanguard Large-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $4.74B → $5.27B (+$530M)

9% more funds holding in top 10

Funds holding in top 10: 35 → 38 (+3)

3% more funds holding

Funds holding: 340 → 350 (+10)

1.62% more ownership

Funds ownership: 56.17% → 57.79% (+1.6%)

12% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 120

Holders
350
Holders Change
+10
Holders Change %
+2.94%
% of All Funds
8.71%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.95%
New
32
Increased
106
Reduced
120
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$1.02M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$213M
2
UBS Group
UBS Group
Switzerland
+$43.7M
3
MSWM
Mader & Shannon Wealth Management
Missouri
+$24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
5
FFW
Fusion Family Wealth
New York
+$13M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
Bank of America
Bank of America
North Carolina
-$13.6M
3
MG
Mather Group
Illinois
-$10.5M
4
Creative Planning
Creative Planning
Kansas
-$8.46M
5
KSA
Ken Stern & Associates
California
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
NLI
26
Nippon Life Insurance
Japan
$28M – – –
MIH
27
Madison Investment Holdings
Wisconsin
$26.7M -$5.73M -53,757 -18%
JFG
28
JMG Financial Group
Illinois
$26.6M +$2.8M +26,259 +12%
W
29
Wealthfront
California
$25.2M +$2.88M +26,985 +13%
Ameriprise
30
Ameriprise
Minnesota
$24.7M -$1.48M -13,904 -6%
MSWM
31
Mader & Shannon Wealth Management
Missouri
$24.3M +$24M +225,121 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$19.2M +$1.02M +9,585 +6%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$17.6M -$5.34M -50,127 -24%
TCT
34
TIAA CREF Trust
Missouri
$17.1M -$395K -3,703 -2%
UCFA
35
United Capital Financial Advisors
Texas
$17.1M -$2.44M -22,931 -13%
MWP
36
Moller Wealth Partners
$15.2M -$118K -1,108 -0.8%
LIM
37
Leavell Investment Management
Alabama
$14.8M -$282K -2,645 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$13.9M -$143K -1,340 -1%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$13.7M +$560K +5,255 +4%
FFW
40
Fusion Family Wealth
New York
$13.1M +$13M +121,561 New
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$13M +$365K +3,423 +3%
BPB
42
Badgley, Phelps & Bell
Washington
$12.5M +$428K +4,019 +4%
DWM
43
Destination Wealth Management
California
$12.4M -$254K -2,384 -2%
PAG
44
Private Advisor Group
New Jersey
$12.2M -$1.83M -17,149 -13%
TCM
45
TD Capital Management
Tennessee
$11.9M -$204K -1,914 -2%
PAI
46
Pittenger & Anderson Inc
Nebraska
$11.8M +$2.17M +20,367 +23%
SB
47
Simmons Bank
Arkansas
$11.8M +$18.7K +175 +0.2%
GC
48
Gibson Capital
Pennsylvania
$11.2M -$698K -6,550 -6%
LNB
49
Ledyard National Bank
$11.2M +$5.22K +49 +0%
RJA
50
Raymond James & Associates
Florida
$10.9M +$1.33M +12,515 +14%
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VV Hedge Fund Activity: Q1 2017 in Review

350 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2017, worth a combined $5.27B — up 11% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VV positions and 21 closed out — a net gain of 11 holders — while 106 added to existing stakes and 120 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 350 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2017, up from 340 in Q4 2016.
  • Funds reported $5.27B of Vanguard Large-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Vanguard Large-Cap ETF positions in Q1 2017 and 21 closed out, a net change of +11 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $213M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2017 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2017.