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Vanguard Large-Cap ETF

565 hedge funds and large institutions have $9.18B invested in Vanguard Large-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

2.19% more ownership

Funds ownership: 64.04%66.23% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 179

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

2% less funds holding

Funds holding: 576565 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

12% less capital invested

Capital invested by funds: $10.4B → $9.18B (-$1.23B)

Holders
565
Holders Change
-11
Holders Change %
-1.91%
% of All Funds
12.45%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.19%
New
69
Increased
191
Reduced
179
Closed
70
Calls
$1.8M
Puts
$910K
Net Calls
+$891K
Net Calls Change
-$399K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
26
Ballentine Partners
Massachusetts
$48M -$119K -845 -0.2%
CCA
27
Catalyst Capital Advisors
New York
$48M -$15.9M -113,207 -22%
MRC
28
Millburn Ridgefield Corp
New York
$48M -$15.9M -113,207 -22%
LPL Financial
29
LPL Financial
California
$46.8M -$2.39M -17,014 -4%
BAAM
30
Baker Avenue Asset Management
California
$43.8M -$5.76M -40,993 -10%
HWA
31
Heartwood Wealth Advisors
Virginia
$43.8M -$5.11M -36,385 -9%
Ameriprise
32
Ameriprise
Minnesota
$42.6M +$3.39M +24,135 +7%
EH
33
Equitable Holdings
New York
$41.8M -$1.45M -10,291 -3%
DC
34
Derby & Company
Massachusetts
$37.3M +$6.99M +49,776 +19%
MAM
35
Madison Asset Management
Wisconsin
$34.4M -$4.25M -30,260 -9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$34.3M +$187K +1,333 +0.5%
MG
37
MilWealth Group
Wisconsin
$33.6M +$3.1M +22,056 +8%
BCA
38
Berman Capital Advisors
Georgia
$32.7M +$21.5M +153,281 +125%
PA
39
Parallel Advisors
California
$30.4M -$1.78M -12,668 -5%
CI
40
CX Institutional
Indiana
$26.9M +$18.6M +132,390 +140%
FA
41
Fiducient Advisors
Illinois
$26.8M +$31.8M +226,000 New
JFG
42
JMG Financial Group
Illinois
$24.9M +$1.15M +8,211 +4%
JFGLC
43
Johnson Financial Group LLC (Colorado)
Colorado
$24M +$3.91M +27,826 +16%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$23.6M +$10.1M +72,113 +57%
VFP
45
Verus Financial Partners
Virginia
$23.4M -$2.18M -15,482 -7%
MGIA
46
Moneta Group Investment Advisors
Missouri
$23.4M +$9.52M +67,789 +52%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$22.4M -$3.24M -23,078 -11%
HighTower Advisors
48
HighTower Advisors
Illinois
$20.6M +$16.9M +120,094 +223%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$20.5M +$2.09M +14,892 +9%
Osaic Holdings
50
Osaic Holdings
Arizona
$19.8M +$107M +763,821 New

VV Hedge Fund Activity: Q1 2020 in Review

565 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2020, worth a combined $9.18B — down 12% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VV and 69 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 191 added.

The largest buyer was Creative Planning, adding an estimated $219M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $97.1M sold.

  • 565 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2020, down from 576 in Q4 2019.
  • Funds reported $9.18B of Vanguard Large-Cap ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Vanguard Large-Cap ETF positions in Q1 2020 and 70 closed out, a net change of -1 holder.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $219M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $97.1M sold.

Based on aggregated 13F filings for Q1 2020.