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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
AWM
551
AllSquare Wealth Management
New York
$7K
LFG
552
LifePlan Financial Group
Ohio
$7K
LSA
553
Lion Street Advisors
Texas
$7K +$8.43K +60 New
DOA
554
D'Orazio & Associates
Virginia
$6K
LDFR
555
Lehman & Derafelo Financial Resources
Pennsylvania
$6K
RCA
556
Ranch Capital Advisors
Florida
$6K
SL
557
Savior LLC
Massachusetts
$6K
HDIM
558
Hanson & Doremus Investment Management
Vermont
$5K
SFSG
559
Stearns Financial Services Group
North Carolina
$5K +$6.32K +45 New
FA
560
Faithward Advisors
Pennsylvania
$4K
NL
561
NWAM LLC
Washington
$3.92K +$60.6K +431 +1%
FM
562
Forward Management
California
$3K +$3.65K +26 New
NG
563
NWK Group
California
$2K +$1.83K +13 New
AC
564
AlphaCore Capital
California
$2K +$2.95K +21 New
WA
565
WBH Advisory
Maryland
$281 +$702 +5 +0.2%
CSIA
566
Charles Schwab Investment Advisory
California
-$97.1M -657,023 Closed
NLI
567
Nippon Life Insurance
Japan
-$38.2M -258,600 Closed
HSA
568
HBK Sorce Advisory
Pennsylvania
-$3.85M -26,020 Closed
Susquehanna International Group
569
Susquehanna International Group
Pennsylvania
-$2.98M -21,197 Closed
MCP
570
Mirador Capital Partners
California
-$2.22M -15,006 Closed
PAS
571
Park Avenue Securities
New York
-$1.83M -12,389 Closed
RIG
572
RiverFront Investment Group
Virginia
-$1.55M -10,466 Closed
Citadel Advisors
573
Citadel Advisors
Florida
-$1.43M -9,660 Closed
CCM
574
Context Capital Management
California
-$1.06M -7,200 Closed
WQ
575
Wealth Quarterback
New Jersey
-$62 -7,121 Closed

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.