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Vanguard Large-Cap ETF

595 hedge funds and large institutions have $11.5B invested in Vanguard Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $445K

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

25% more capital invested

Capital invested by funds: $9.18B → $11.5B (+$2.29B)

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

5% more funds holding

Funds holding: 565595 (+30)

0.42% more ownership

Funds ownership: 66.23%66.66% (+0.42%)

4% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 192

Holders
595
Holders Change
+30
Holders Change %
+5.31%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.27%
New
71
Increased
184
Reduced
192
Closed
38
Calls
$1.19M
Puts
$445K
Net Calls
+$749K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$59.9M -$2.47M -18,264 -4%
BP
27
Ballentine Partners
Massachusetts
$57.9M -$24.7K -183 -0%
LPL Financial
28
LPL Financial
California
$56.5M -$47.5K -351 -0.1%
KTC
29
Kistler-Tiffany Companies
Pennsylvania
$56M +$1.76M +13,040 +3%
HWA
30
Heartwood Wealth Advisors
Virginia
$54.8M +$36.8M +272,213 +74%
Ameriprise
31
Ameriprise
Minnesota
$54.2M +$2.76M +20,447 +6%
BCA
32
Berman Capital Advisors
Georgia
$46.6M +$6.68M +49,395 +18%
EH
33
Equitable Holdings
New York
$44.3M -$5.84M -43,189 -12%
MRC
34
Millburn Ridgefield Corp
New York
$44.1M -$13.1M -96,676 -24%
CCA
35
Catalyst Capital Advisors
New York
$44.1M -$13.1M -96,822 -24%
DC
36
Derby & Company
Massachusetts
$43.5M -$1.42M -10,514 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$43M +$1.48M +10,959 +4%
MG
38
MilWealth Group
Wisconsin
$41.3M +$713K +5,272 +2%
MAM
39
Madison Asset Management
Wisconsin
$39.9M -$1.55M -11,485 -4%
PA
40
Parallel Advisors
California
$38.2M +$1.42M +10,474 +4%
TFA
41
Transamerica Financial Advisors
Florida
$37.2M +$34.1M +252,506 +3,350%
CI
42
CX Institutional
Indiana
$34.5M +$1.98M +14,663 +6%
JFG
43
JMG Financial Group
Illinois
$34.3M +$3.99M +29,534 +14%
FA
44
Fiducient Advisors
Illinois
$33.7M +$1.14M +8,460 +4%
JWM
45
JFG Wealth Management
Colorado
$31.9M +$15.6M +115,492 +107%
BAAM
46
Baker Avenue Asset Management
California
$31.3M -$20.4M -151,176 -41%
BPB
47
Badgley, Phelps & Bell
Washington
$29.4M +$12.6M +93,464 +84%
VFP
48
Verus Financial Partners
Virginia
$29M +$685K +5,063 +3%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$28M -$451K -3,337 -2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$27.5M +$482K +3,564 +2%