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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
HTC
601
Haverford Trust Company
Pennsylvania
-$231K -1,565 Closed
HCMT
602
Highland Capital Management (Tennessee)
Tennessee
-$231K -1,560 Closed
MPPLM
603
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$230K -1,557 Closed
FPCG
604
Fort Pitt Capital Group
Pennsylvania
-$227K -1,538 Closed
SCM
605
SOL Capital Management
Maryland
-$222K -1,500 Closed
PG
606
Patten Group
Tennessee
-$220K -1,485 Closed
TSWM
607
Triangle Securities Wealth Management
North Carolina
-$220K -1,485 Closed
FCI
608
Financial Counselors Inc
Kansas
-$219K -1,484 Closed
HWA
609
Hilltop Wealth Advisors
North Carolina
-$217K -1,471 Closed
VA
610
Valmark Advisers
Ohio
-$216K -1,458 Closed
Koshinski Asset Management
611
Koshinski Asset Management
Illinois
-$215K -1,456 Closed
RIA
612
Regal Investment Advisors
Michigan
-$206K -1,391 Closed
Millennium Management
613
Millennium Management
New York
-$205K -1,390 Closed
CRC
614
Curi RMB Capital
Illinois
-$203K -1,370 Closed
MCM
615
Manchester Capital Management
Vermont
-$122K -828 Closed
BHWM
616
Bay Harbor Wealth Management
Maryland
-$118K -797 Closed
MCWS
617
McKinley Carter Wealth Services
West Virginia
-$115K -779 Closed
LPIC
618
LeJeune Puetz Investment Counsel
Michigan
-$107K -725 Closed
CHAM
619
Clear Harbor Asset Management
Connecticut
-$105K -713 Closed
PA
620
PSI Advisors
Florida
-$92K -626 Closed
TVWM
621
Tower View Wealth Management
Wisconsin
-$85K -575 Closed
Chevy Chase Trust
622
Chevy Chase Trust
Maryland
-$65K -440 Closed
AssetMark Inc
623
AssetMark Inc
California
-$56K -382 Closed
TFA
624
Tobias Financial Advisors
Florida
-$42K -290 Closed
HWM
625
Howard Wealth Management
Connecticut
-$41K -279 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.