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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
FFA
526
Founders Financial Alliance
North Carolina
$166K +$163K +1,060 New
OFG
527
Oxford Financial Group
Indiana
$164K
ADL
528
Asset Dedication LLC
California
$164K +$7.86K +51 +5%
RCA
529
Rowland Carmichael Advisors
Arizona
$162K
RE
530
RBC Europe
United Kingdom
$161K
JCM
531
Jacobi Capital Management
Pennsylvania
$161K +$159K +1,032 New
TPWA
532
TRUE Private Wealth Advisors
Oregon
$160K
SPIA
533
Steward Partners Investment Advisory
New York
$156K +$34.8K +226 +29%
SIC
534
Salem Investment Counselors
North Carolina
$145K
HWA
535
HHM Wealth Advisors
Tennessee
$136K -$9.25K -60 -6%
CA
536
Clearstead Advisors
Ohio
$130K
VFA
537
Valeo Financial Advisors
Indiana
$128K -$3.5M -22,689 -97%
MWP
538
MYCIO Wealth Partners
Pennsylvania
$122K
EWM
539
Edge Wealth Management
New York
$121K
BBPWM
540
Blue Bell Private Wealth Management
Pennsylvania
$116K +$12.3K +80 +12%
HF
541
Halpern Financial
Virginia
$114K
HCP
542
Hexagon Capital Partners
Arkansas
$113K +$114K +737 New
CHAM
543
Clear Harbor Asset Management
Connecticut
$106K +$105K +678 New
TSW
544
Thompson Siegel & Walmsley
Virginia
$105K
FDCDDQ
545
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
SFG
546
Sowa Financial Group
Rhode Island
$98K +$6.94K +45 +8%
FRA
547
Front Row Advisors
California
$98K +$10.8K +70 +14%
LFG
548
LifePlan Financial Group
Ohio
$87K +$77.1K +500 +862%
JWA
549
JFS Wealth Advisors
Pennsylvania
$86K +$308 +2 +0.4%
FHC
550
First Horizon Corporation
Tennessee
$86K +$85.4K +554 New