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Vanguard Large-Cap ETF

450 hedge funds and large institutions have $8.79B invested in Vanguard Large-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 144 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $367K

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

5% more capital invested

Capital invested by funds: $8.34B → $8.79B (+$451M)

5% more funds holding

Funds holding: 427450 (+23)

1.85% less ownership

Funds ownership: 66.46%64.61% (-1.8%)

2% less funds holding in top 10

Funds holding in top 10: 4140 (-1)

23% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 144

Holders
450
Holders Change
+23
Holders Change %
+5.39%
% of All Funds
10.29%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.91%
New
42
Increased
111
Reduced
144
Closed
17
Calls
$1.23M
Puts
$367K
Net Calls
+$861K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$44M +$1.57M +11,958 +4%
W
27
Wealthfront
California
$42.3M -$1.87M -14,306 -4%
Axa
28
Axa
France
$41.7M
TFA
29
Transamerica Financial Advisors
Florida
$40.7M -$3.89M -29,676 -9%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$39.1M +$719K +5,492 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$39M -$546K -4,167 -1%
NLI
32
Nippon Life Insurance
Japan
$34.5M
DC
33
Derby & Company
Massachusetts
$31.8M +$243K +1,854 +0.8%
JFG
34
JMG Financial Group
Illinois
$31.2M -$176K -1,341 -0.6%
VFP
35
Verus Financial Partners
Virginia
$29.8M -$1.69M -12,914 -5%
MIH
36
Madison Investment Holdings
Wisconsin
$27.7M -$1.22M -9,331 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$26.3M +$1.04M +7,955 +4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$21.9M +$2.26M +17,271 +12%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$20.4M -$124K -950 -0.6%
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$20.2M +$845K +6,449 +4%
LIM
41
Leavell Investment Management
Alabama
$19.9M -$288K -2,195 -1%
TF
42
TIAA FSB
Florida
$19.2M +$395K +3,016 +2%
BPB
43
Badgley, Phelps & Bell
Washington
$18.7M -$4.96M -37,901 -21%
BTS
44
BB&T Securities
Virginia
$18.4M +$8.7M +66,408 +93%
MWP
45
Moller Wealth Partners
$18M -$73.9K -564 -0.4%
UCFA
46
United Capital Financial Advisors
Texas
$17.8M -$329K -2,508 -2%
BAAM
47
Baker Avenue Asset Management
California
$17.7M +$87.4K +667 +0.5%
MML Investors Services
48
MML Investors Services
Massachusetts
$17.4M +$1.15M +8,795 +7%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$17.3M -$1.22M -9,337 -7%
PAI
50
Pittenger & Anderson Inc
Nebraska
$17.2M +$1.07M +8,145 +7%

VV Hedge Fund Activity: Q3 2018 in Review

450 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2018, worth a combined $8.79B — up 5.4% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VV positions and 17 closed out — a net gain of 25 holders — while 111 added to existing stakes and 144 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $71.4M. The largest seller was Jones Financial Companies, cutting an estimated $213M.

  • 450 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2018, up from 427 in Q2 2018.
  • Funds reported $8.79B of Vanguard Large-Cap ETF stock for Q3 2018, up 5.4% quarter-over-quarter.
  • 42 funds opened new Vanguard Large-Cap ETF positions in Q3 2018 and 17 closed out, a net change of +25 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $71.4M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2018 was Jones Financial Companies, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2018.