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Vanguard Large-Cap ETF

458 hedge funds and large institutions have $8.09B invested in Vanguard Large-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 127 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.14M

28% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 127

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.46% more ownership

Funds ownership: 64.61%67.08% (+2.5%)

2% more funds holding

Funds holding: 450458 (+8)

8% less capital invested

Capital invested by funds: $8.79B → $8.09B (-$701M)

Holders
458
Holders Change
+8
Holders Change %
+1.78%
% of All Funds
10.2%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.96%
New
60
Increased
163
Reduced
127
Closed
48
Calls
$1.6M
Puts
$1.14M
Net Calls
+$465K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
476
New England Private Wealth Advisors
Massachusetts
-$274K -2,054 Closed
SPC
477
Sigma Planning Corp
Michigan
-$272K -2,037 Closed
NWS
478
Newport Wealth Strategies
California
-$238K -1,915 Closed
PCA
479
Personal Capital Advisors
California
-$251K -1,881 Closed
FFBTD
480
First Financial Bank - Trust Division
Ohio
-$224K -1,675 Closed
CRC
481
Curi RMB Capital
Illinois
-$222K -1,660 Closed
CC
482
Courier Capital
New York
-$221K -1,654 Closed
TSWM
483
Triangle Securities Wealth Management
North Carolina
-$210K -1,575 Closed
KPAG
484
KLS Professional Advisors Group
New York
-$208K -1,557 Closed
HIMC
485
Heritage Investors Management Corp
Maryland
-$204K -1,530 Closed
MCWS
486
McKinley Carter Wealth Services
West Virginia
-$204K -1,525 Closed
FNBT
487
FineMark National Bank & Trust
Florida
-$200K -1,500 Closed
HCMT
488
Highland Capital Management (Tennessee)
Tennessee
-$200K -1,500 Closed
SCM
489
SOL Capital Management
Maryland
-$200K -1,500 Closed
LPIC
490
LeJeune Puetz Investment Counsel
Michigan
-$147K -1,100 Closed
APP
491
Avantax Planning Partners
Iowa
-$127K -950 Closed
WCAMG
492
Woodard & Company Asset Management Group
North Carolina
-$127K -950 Closed
KF
493
Krilogy Financial
Missouri
-$120K -901 Closed
SWMG
494
Signature Wealth Management Group
Georgia
-$74K -615 Closed
SPIA
495
Steward Partners Investment Advisory
New York
-$73K -547 Closed
KJWM
496
Kiley Juergens Wealth Management
Washington
-$52K -396 Closed
MCM
497
Mainstay Capital Management
Michigan
-$53K -394 Closed
AA
498
Ancora Advisors
Ohio
-$52K -393 Closed
OBWP
499
O'Brien Wealth Partners
Massachusetts
-$43K -323 Closed
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
-$31K -231 Closed

VV Hedge Fund Activity: Q4 2018 in Review

458 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2018, worth a combined $8.09B — down 8% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VV positions and 48 closed out — a net gain of 12 holders — while 163 added to existing stakes and 127 trimmed.

The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $172M.

  • 458 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2018, up from 450 in Q3 2018.
  • Funds reported $8.09B of Vanguard Large-Cap ETF stock for Q4 2018, down 8% quarter-over-quarter.
  • 60 funds opened new Vanguard Large-Cap ETF positions in Q4 2018 and 48 closed out, a net change of +12 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $195M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.