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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
TWA
501
TCI Wealth Advisors
Arizona
$70K
Kayne Anderson Rudnick Investment Management
502
Kayne Anderson Rudnick Investment Management
California
$65K +$140 +1 +0.2%
JWA
503
JFS Wealth Advisors
Pennsylvania
$64K
TFGT
504
TS Financial Group (TSFG)
Illinois
$63K
WB
505
Webster Bank
Connecticut
$59K
LWA
506
Lenox Wealth Advisors
New York
$55K -$19K -135 -23%
M
507
MOTCO
Texas
$52K
PCTC
508
Perkins Coie Trust Company
Washington
$52K
WFMPM
509
Woodley Farra Manion Portfolio Management
Indiana
$49K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$48K +$19.1K +136 +51%
BBPWM
511
Blue Bell Private Wealth Management
Pennsylvania
$47K
JPLA
512
Joseph P. Lucia & Associates
New York
$45K
EWP
513
Engrave Wealth Partners
Texas
$43K
PMFA
514
Plante Moran Financial Advisors
Michigan
$42K +$22.1K +157 +79%
AA
515
Ancora Advisors
Ohio
$41K
SFSIG
516
San Francisco Sentry Investment Group
California
$39K
TCM
517
Tradewinds Capital Management
Washington
$39K
GWM
518
Geneos Wealth Management
Colorado
$38K +$140 +1 +0.3%
BWM
519
BerganKDV Wealth Management
Minnesota
$36K -$197K -1,400 -82%
FRA
520
Front Row Advisors
California
$36K +$10.3K +73 +37%
BWM
521
Baystate Wealth Management
Massachusetts
$35K +$9.84K +70 +31%
SFS
522
Sowell Financial Services
Arkansas
$34K -$140 -1 -0.3%
BFC
523
Bedel Financial Consulting
Indiana
$32K -$3.65K -26 -9%
BCA
524
Bray Capital Advisors
Florida
$31K -$7.73K -55 -17%
FHA
525
First Horizon Advisors
Tennessee
$30K

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.