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Vanguard Large-Cap ETF

608 hedge funds and large institutions have $12.3B invested in Vanguard Large-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $3.76M

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$832M)

2% more funds holding

Funds holding: 595608 (+13)

10% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 200

1.65% less ownership

Funds ownership: 66.66%65% (-1.7%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

Holders
608
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
12.27%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.11%
New
50
Increased
181
Reduced
200
Closed
31
Calls
$4.15M
Puts
$3.76M
Net Calls
+$390K
Net Calls Change
-$359K
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
501
Johnson Investment Counsel
Ohio
$221K -$61.7K -400 -22%
FC
502
Forte Capital
New York
$221K +$925 +6 +0.4%
LFAS
503
Level Four Advisory Services
Texas
$220K -$2.16K -14 -1%
TSWM
504
Triangle Securities Wealth Management
North Carolina
$219K -$15.4K -100 -7%
HWA
505
Hillcrest Wealth Advisors
New Jersey
$219K
SSWG
506
Seven Springs Wealth Group
Tennessee
$219K
SA
507
Sicart Associates
New York
$219K
PI
508
Pachira Investments
California
$218K +$215K +1,394 New
SG
509
StoneX Group
New York
$214K -$88.2K -572 -29%
CRC
510
Curi RMB Capital
Illinois
$214K +$211K +1,370 New
CG
511
CFO4Life Group
Texas
$211K +$208K +1,347 New
AMG
512
Asset Management Group
Connecticut
$211K +$208K +1,350 New
TIM
513
Total Investment Management
Arizona
$210K -$501K -3,252 -70%
MWM
514
Mission Wealth Management
California
$210K -$29.3K -190 -12%
APP
515
Avantax Planning Partners
Iowa
$209K +$206K +1,335 New
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$208K
RFN
517
RDA Financial Network
Iowa
$204K +$201K +1,304 New
CF
518
Centaurus Financial
California
$203K
FM
519
Foster & Motley
Ohio
$201K +$198K +1,286 New
WI
520
Wedgewood Investors
Pennsylvania
$201K +$198K +1,287 New
FMW
521
Farr Miller & Washington
District of Columbia
$200K +$197K +1,280 New
BA
522
Ballast Advisors
Minnesota
$195K -$38.5K -250 -17%
GRP
523
Global Retirement Partners
California
$188K +$18.3K +119 +11%
AF
524
Advisornet Financial
Minnesota
$183K -$19.3K -125 -10%
AssetMark Inc
525
AssetMark Inc
California
$175K +$172K +1,116 New

VV Hedge Fund Activity: Q3 2020 in Review

608 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2020, worth a combined $12.3B — up 7.2% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VV positions and 31 closed out — a net gain of 19 holders — while 181 added to existing stakes and 200 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $21.4M. The largest seller was Jones Financial Companies, cutting an estimated $96.9M.

  • 608 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2020, up from 595 in Q2 2020.
  • Funds reported $12.3B of Vanguard Large-Cap ETF stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 50 funds opened new Vanguard Large-Cap ETF positions in Q3 2020 and 31 closed out, a net change of +19 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $21.4M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2020 was Jones Financial Companies, an estimated $96.9M sold.

Based on aggregated 13F filings for Q3 2020.