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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
JGIA
526
Jackson Grant Investment Advisers
Connecticut
$30K
TPCW
527
TD Private Client Wealth
New York
$29.3K -$165K -1,171 -83%
CAL
528
Capital Analysts LLC
Pennsylvania
$26K
RMC
529
Resources Management Corp
Connecticut
$25K
DWM
530
Darwin Wealth Management
Florida
$25K +$30.5K +217 New
OPS
531
Orion Portfolio Solutions
Nebraska
$24K -$14.2K -101 -34%
JHCP
532
Jackson Hole Capital Partners
Oklahoma
$20K
NSIM
533
North Star Investment Management
Illinois
$20K
PB
534
Pinnacle Bancorp
Nebraska
$18K -$211K -1,501 -91%
AFIA
535
America First Investment Advisors
Nebraska
$18K
GAM
536
Gemmer Asset Management
California
$18K
HRC
537
Hoertkorn Richard Charles
$18K
AW
538
Avion Wealth
Texas
$17K +$20.2K +144 New
SWA
539
Sutton Wealth Advisors
Florida
$16.1K
CAGAS
540
Capital Advisory Group Advisory Services
Minnesota
$16K
KFI
541
Key Financial Inc
Pennsylvania
$16K +$18.7K +133 New
MCM
542
McMillion Capital Management
North Carolina
$15K
MA
543
MUFG Americas
New York
$14K
PA
544
Procyon Advisors
Connecticut
$14K
RFA
545
Reilly Financial Advisors
California
$14K
PFBT
546
Parkside Financial Bank & Trust
Missouri
$13K +$15.2K +108 New
FANJ
547
Financial Architects (New Jersey)
New Jersey
$12K
WEC
548
Winslow Evans & Crocker
Massachusetts
$12K
AIM
549
Anchor Investment Management
South Carolina
$11.8K
BW
550
Bison Wealth
Georgia
$8K -$10.7K -76 -54%

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.