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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
CSPIA
576
Cary Street Partners Investment Advisory
Virginia
-$1.03M -6,968 Closed
ASW
577
Astoria Strategic Wealth
Texas
-$928K -6,238 Closed
JWCA
578
J.W. Cole Advisors
Florida
-$829K -5,610 Closed
EWMCB
579
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$685K -4,633 Closed
AI
580
Atria Investments
North Carolina
-$627K -4,242 Closed
PPW
581
Parcion Private Wealth
Washington
-$586K -3,965 Closed
BGCP
582
Bristol Gate Capital Partners
Ontario, Canada
-$549K -3,715 Closed
AF
583
Affiance Financial
Minnesota
-$458K -3,100 Closed
IAA
584
Independent Advisor Alliance
North Carolina
-$401K -2,712 Closed
LFS
585
Lutz Financial Services
Nebraska
-$382K -2,583 Closed
ACM
586
Anfield Capital Management
California
-$372K -2,425 Closed
I
587
IberiaBank
Louisiana
-$351K -2,374 Closed
N
588
Nuveen
North Carolina
-$328K -2,217 Closed
MFG
589
Magnus Financial Group
New York
-$326K -2,208 Closed
Cetera Investment Advisers
590
Cetera Investment Advisers
Illinois
-$313K -2,107 Closed
PSUF
591
People's United Financial
Connecticut
-$311K -2,102 Closed
SA
592
Sicart Associates
New York
-$309K -2,090 Closed
CISOA
593
Capital Investment Services of America
Wisconsin
-$304K -2,058 Closed
KA
594
Klingman & Associates
New York
-$262K -1,770 Closed
MWP
595
MYCIO Wealth Partners
Pennsylvania
-$259K -1,751 Closed
FFBTD
596
First Financial Bank - Trust Division
Ohio
-$245K -1,656 Closed
FM
597
Foster & Motley
Ohio
-$244K -1,653 Closed
JIC
598
Johnson Investment Counsel
Ohio
-$244K -1,652 Closed
FNBT
599
FineMark National Bank & Trust
Florida
-$240K -1,625 Closed
MCM
600
Mitchell Capital Management
Kansas
-$236K -1,595 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.