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Vanguard Large-Cap ETF
VV

259 hedge funds and large institutions have $2.58B invested in Vanguard Large-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

925% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 4

15% more funds holding in top 10

Funds holding in top 10: 20 → 23 (+3)

15% more funds holding

Funds holding: 226 → 259 (+33)

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

7% more capital invested

Capital invested by funds: $2.41B → $2.58B (+$169M)

0.04% less ownership

Funds ownership: 45.49% → 45.45% (-0.04%)

86% less call options, than puts

Call options by funds: $927K | Put options by funds: $6.84M

Holders
259
Holders Change
+33
Holders Change %
+14.6%
% of All Funds
6.91%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.61%
New
41
Increased
77
Reduced
69
Closed
4
Calls
$927K
Puts
$6.84M
Net Calls
-$5.92M
Net Calls Change
-$6.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35M
2
CB
Commerce Bank
Missouri
+$13M
3
PAG
Private Advisor Group
New Jersey
+$9.69M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.23M
5
Bank of America
Bank of America
North Carolina
+$6.83M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$15M
2
RIG
RiverFront Investment Group
Virginia
-$14.8M
3
MIH
Madison Investment Holdings
Wisconsin
-$14.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$8.62M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Wealth Architects
California
$6.51M +$6.37M +69,007 New
APCM
52
Alaska Permanent Capital Management
Alaska
$6.51M +$181K +1,960 +3%
CCMH
53
Cornerstone Capital Management Holdings
New York
$6.27M – – –
EMA
54
Efficient Market Advisors
California
$6.14M +$524K +5,675 +10%
UCFA
55
United Capital Financial Advisors
Texas
$5.77M -$31.9K -346 -0.6%
BBA
56
BLB&B Advisors
Pennsylvania
$5.57M +$26.7K +289 +0.5%
VFP
57
Verus Financial Partners
Virginia
$5.37M +$1.36M +14,780 +35%
BWFA
58
Baltimore-Washington Financial Advisors
Maryland
$5.31M +$23.1K +250 +0.4%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$5.21M -$115K -1,243 -2%
SFG
60
Sage Financial Group
Pennsylvania
$4.9M -$71.9K -779 -1%
AA
61
Alesco Advisors
New York
$4.84M -$448K -4,855 -9%
CS
62
Credit Suisse
Switzerland
$4.81M +$779K +8,447 +20%
Jane Street
63
Jane Street
New York
$4.79M +$4.68M +50,704 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$4.73M -$346K -3,751 -7%
SWM
65
SVA Wealth Management
Wisconsin
$4.61M +$56.6K +613 +1%
CS
66
Candriam SCA
Luxembourg
$4.61M +$4.52M +48,990 New
WSTAM
67
Wilbanks Smith & Thomas Asset Management
Virginia
$4.41M -$57.7K -625 -1%
IFS
68
Ifrah Financial Services
Arkansas
$4.05M -$189K -2,045 -5%
AC
69
Alexandria Capital
Virginia
$3.59M -$486K -5,262 -12%
KeyBank National Association
70
KeyBank National Association
Ohio
$3.56M -$28.6K -310 -0.8%
QA
71
Quantitative Advantage
Minnesota
$3.5M +$1.79M +19,367 +109%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$3.46M +$1.11M +12,038 +50%
EA
73
Elm Advisors
California
$3.32M – – –
Ameriprise
74
Ameriprise
Minnesota
$3.31M +$723K +7,835 +29%
BFA
75
Bragg Financial Advisors
North Carolina
$3.26M -$270K -2,930 -8%
1 2
3
4 5

VV Hedge Fund Activity: Q4 2014 in Review

259 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2014, worth a combined $2.58B — up 7% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VV positions and 4 closed out — a net gain of 37 holders — while 77 added to existing stakes and 69 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35M. The largest seller was Creative Planning, cutting an estimated $15M.

  • 259 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2014, up from 226 in Q3 2014.
  • Funds reported $2.58B of Vanguard Large-Cap ETF stock for Q4 2014, up 7% quarter-over-quarter.
  • 41 funds opened new Vanguard Large-Cap ETF positions in Q4 2014 and 4 closed out, a net change of +37 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2014 was Morgan Stanley, an estimated $35M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2014 was Creative Planning, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2014.