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Vanguard Large-Cap ETF
VV

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: 54 → 62 (+8)

5% more funds holding

Funds holding: 565 → 595 (+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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$210M
2
Creative Planning
Creative Planning
Kansas
+$119M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$53.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.2M
5
HWA
Heartwood Wealth Advisors
Virginia
+$36.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$88.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$79.8M
3
Charles Schwab
Charles Schwab
California
-$58.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$53M
5
UBS Group
UBS Group
Switzerland
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
501
Fiduciary Group
Georgia
$201K +$191K +1,409 New
SSWG
502
Seven Springs Wealth Group
Tennessee
$200K – – –
HWA
503
Hillcrest Wealth Advisors
New Jersey
$200K +$189K +1,400 New
SA
504
Sicart Associates
New York
$200K +$189K +1,400 New
CF
505
Centaurus Financial
California
$186K -$4.06K -30 -2%
AF
506
Advisornet Financial
Minnesota
$185K -$149K -1,101 -46%
SC
507
Stralem & Co
New York
$157K +$39.3K +291 +36%
GRP
508
Global Retirement Partners
California
$155K -$55.8K -413 -28%
VFA
509
Valeo Financial Advisors
Indiana
$153K +$2.9M +21,474 +1,057%
OFG
510
Oxford Financial Group
Indiana
$150K – – –
RCA
511
Rowland Carmichael Advisors
Arizona
$148K +$4.6K +34 +3%
RE
512
RBC Europe
United Kingdom
$148K – – –
TPWA
513
TRUE Private Wealth Advisors
Oregon
$147K – – –
ADL
514
Asset Dedication LLC
California
$141K +$34.3K +254 +35%
HWA
515
HHM Wealth Advisors
Tennessee
$133K – – –
SIC
516
Salem Investment Counselors
North Carolina
$132K – – –
TWA
517
TCI Wealth Advisors
Arizona
$125K +$38.7K +286 +49%
CA
518
Clearstead Advisors
Ohio
$118K -$47.3K -350 -30%
CWM
519
Campbell Wealth Management
Virginia
$113K +$106K +787 New
PWP
520
Principle Wealth Partners
Connecticut
$112K +$106K +786 New
EWM
521
Edge Wealth Management
New York
$111K +$22.3K +165 +27%
MWP
522
MYCIO Wealth Partners
Pennsylvania
$111K +$105K +777 New
SPIA
523
Steward Partners Investment Advisory
New York
$110K -$19.7K -146 -16%
HF
524
Halpern Financial
Virginia
$104K – – –
TSW
525
Thompson Siegel & Walmsley
Virginia
$96K – – –
19 20
21
22 23

VV Hedge Fund Activity: Q2 2020 in Review

595 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2020, worth a combined $11.5B — up 25% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VV positions and 38 closed out — a net gain of 33 holders — while 184 added to existing stakes and 192 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $88.9M.

  • 595 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2020, up from 565 in Q1 2020.
  • Funds reported $11.5B of Vanguard Large-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 71 funds opened new Vanguard Large-Cap ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $210M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2020 was Bank of America, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2020.