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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
SSWG
476
Seven Springs Wealth Group
Tennessee
$166K
CF
477
Centaurus Financial
California
$158K +$28.1K +200 +18%
SWA
478
Stratos Wealth Advisors
Ohio
$144K +$170K +1,212 New
CA
479
Clearstead Advisors
Ohio
$140K +$166K +1,178 New
TC
480
Truvestments Capital
Florida
$139K +$166K +1,180 New
WCM
481
Wealthcare Capital Management
Virginia
$124K
OFG
482
Oxford Financial Group
Indiana
$124K +$148K +1,051 New
GSWM
483
Golden State Wealth Management
California
$123K -$185K -1,317 -56%
RE
484
RBC Europe
United Kingdom
$122K
TPWA
485
TRUE Private Wealth Advisors
Oregon
$121K +$106K +753 +273%
RCA
486
Rowland Carmichael Advisors
Arizona
$118K -$87.2K -621 -38%
SIC
487
Salem Investment Counselors
North Carolina
$110K -$12.6K -90 -9%
HWA
488
HHM Wealth Advisors
Tennessee
$110K +$130K +927 New
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$109K +$70.5K +502 +120%
SPIA
490
Steward Partners Investment Advisory
New York
$108K -$22.5K -160 -15%
BL
491
Balentine LLC
Georgia
$104K
Simplex Trading
492
Simplex Trading
Illinois
$101K +$121K +861 New
SC
493
Stralem & Co
New York
$96K +$114K +808 New
ADL
494
Asset Dedication LLC
California
$87K
HF
495
Halpern Financial
Virginia
$86.5K
IA
496
IFP Advisors
Florida
$80K +$8.43K +60 +10%
TSW
497
Thompson Siegel & Walmsley
Virginia
$79K +$3.51K +25 +4%
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.2K
SW
499
SVB Wealth
Massachusetts
$77K -$360K -2,560 -80%
EWM
500
Edge Wealth Management
New York
$73K

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.