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Vanguard Large-Cap ETF

720 hedge funds and large institutions have $14.3B invested in Vanguard Large-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 208 increasing their positions, 239 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

82% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $982K

3% more funds holding

Funds holding: 699720 (+21)

2% more capital invested

Capital invested by funds: $14.1B → $14.3B (+$244M)

2.01% less ownership

Funds ownership: 66.05%64.04% (-2%)

3% less funds holding in top 10

Funds holding in top 10: 6462 (-2)

13% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 239

Holders
720
Holders Change
+21
Holders Change %
+3%
% of All Funds
12.64%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
1.09%
New
57
Increased
208
Reduced
239
Closed
31
Calls
$1.79M
Puts
$982K
Net Calls
+$804K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$83.4M +$1.5M +8,287 +2%
TF
27
TIAA FSB
Florida
$80.5M -$1.92M -10,611 -2%
Ameriprise
28
Ameriprise
Minnesota
$79.4M -$22.6M -124,981 -23%
BP
29
Ballentine Partners
Massachusetts
$76M +$1.16M +6,414 +2%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$74M -$640K -3,531 -0.9%
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$73.5M -$232K -1,280 -0.3%
HWA
32
Heartwood Wealth Advisors
Virginia
$67.5M -$2.7M -14,912 -4%
NB
33
Norinchukin Bank
Japan
$62M
DC
34
Derby & Company
Massachusetts
$57.3M +$1.6M +8,847 +3%
EH
35
Equitable Holdings
New York
$56.9M -$373K -2,059 -0.7%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$54.5M +$803K +4,431 +2%
MG
37
MilWealth Group
Wisconsin
$50.8M -$1.8M -9,950 -4%
BPB
38
Badgley, Phelps & Bell
Washington
$47.7M +$3.78M +20,870 +9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$47.6M +$4.6M +25,371 +11%
PA
40
Parallel Advisors
California
$44.1M -$2.49M -13,721 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$43.7M +$5.25M +28,952 +14%
JWM
42
JFG Wealth Management
Colorado
$42.3M +$2.83M +15,595 +7%
Osaic Holdings
43
Osaic Holdings
Arizona
$40.6M +$1.56M +8,585 +4%
FA
44
Fiducient Advisors
Illinois
$39.9M -$1.79M -9,893 -4%
MGIA
45
Moneta Group Investment Advisors
Missouri
$39.8M +$5.02M +27,684 +15%
BWFA
46
Baltimore-Washington Financial Advisors
Maryland
$38.9M +$1.38M +7,611 +4%
VFP
47
Verus Financial Partners
Virginia
$38.5M -$532K -2,934 -1%
MRC
48
Millburn Ridgefield Corp
New York
$38.5M -$261K -1,438 -0.7%
CCA
49
Catalyst Capital Advisors
New York
$38.4M -$263K -1,449 -0.7%
MML Investors Services
50
MML Investors Services
Massachusetts
$37.6M +$2.24M +12,379 +6%

VV Hedge Fund Activity: Q1 2021 in Review

720 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2021, worth a combined $14.3B — up 1.7% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VV positions and 31 closed out — a net gain of 26 holders — while 208 added to existing stakes and 239 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $49.4M. The largest seller was Jones Financial Companies, cutting an estimated $499M.

  • 720 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2021, up from 699 in Q4 2020.
  • Funds reported $14.3B of Vanguard Large-Cap ETF stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 57 funds opened new Vanguard Large-Cap ETF positions in Q1 2021 and 31 closed out, a net change of +26 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2021 was Private Advisor Group, an estimated $49.4M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2021 was Jones Financial Companies, an estimated $499M sold.

Based on aggregated 13F filings for Q1 2021.