We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

205 hedge funds and large institutions have $2.19B invested in Vanguard Large-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

15% more capital invested

Capital invested by funds: $1.9B → $2.19B (+$291M)

10% more funds holding

Funds holding: 187205 (+18)

1.54% more ownership

Funds ownership: 44.72%46.26% (+1.5%)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

93% less call options, than puts

Call options by funds: $17K | Put options by funds: $246K

Holders
205
Holders Change
+18
Holders Change %
+9.63%
% of All Funds
5.95%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.55%
New
32
Increased
64
Reduced
68
Closed
12
Calls
$17K
Puts
$246K
Net Calls
-$229K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Alesco Advisors
New York
$5.31M -$460K -5,655 -8%
CCM
52
Coldstream Capital Management
Washington
$5.21M +$555K +6,828 +13%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$4.91M +$548K +6,736 +13%
BBA
54
BLB&B Advisors
Pennsylvania
$4.9M +$308K +3,790 +7%
NGA
55
Naples Global Advisors
Florida
$4.51M +$4.33M +53,223 New
BWFA
56
Baltimore-Washington Financial Advisors
Maryland
$4.46M +$153K +1,886 +4%
SWM
57
SVA Wealth Management
Wisconsin
$4.22M +$4.05M +49,796 New
SFG
58
Sage Financial Group
Pennsylvania
$4.16M +$3.99M +49,023 New
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$4.03M -$2.91M -35,800 -43%
IFS
60
Ifrah Financial Services
Arkansas
$3.98M -$46.2K -568 -1%
BFA
61
Bragg Financial Advisors
North Carolina
$3.27M -$35K -430 -1%
UBS AM
62
UBS AM
Illinois
$3.27M +$1.42M +17,497 +83%
KeyBank National Association
63
KeyBank National Association
Ohio
$3.1M +$15K +185 +0.5%
CAN
64
Cetera Advisor Networks
California
$3.09M +$45.5K +559 +2%
JWA
65
JFS Wealth Advisors
Pennsylvania
$3.05M -$76.5K -941 -3%
EA
66
Elm Advisors
California
$3.04M +$2.91M +35,825 New
AF
67
Allworth Financial
California
$2.98M -$584K -7,182 -17%
WT
68
Whittier Trust
California
$2.77M +$3.42K +42 +0.1%
GT
69
Glenmede Trust
Pennsylvania
$2.62M
CAL
70
Capital Advisors Ltd
Ohio
$2.57M +$2.46M +30,260 New
PCM
71
Parsons Capital Management
Rhode Island
$2.47M -$556K -6,840 -19%
CA
72
Cetera Advisors
Colorado
$2.42M +$161K +1,979 +7%
1IC
73
1919 Investment Counsel
Maryland
$2.32M +$3.25K +40 +0.1%
JFA
74
JNBA Financial Advisors
Minnesota
$2.24M -$68.2K -839 -3%
B
75
Baird
Wisconsin
$2.1M +$79K +972 +4%