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Vanguard Large-Cap ETF

458 hedge funds and large institutions have $8.09B invested in Vanguard Large-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 127 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.14M

28% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 127

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.46% more ownership

Funds ownership: 64.61%67.08% (+2.5%)

2% more funds holding

Funds holding: 450458 (+8)

8% less capital invested

Capital invested by funds: $8.79B → $8.09B (-$701M)

Holders
458
Holders Change
+8
Holders Change %
+1.78%
% of All Funds
10.2%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.96%
New
60
Increased
163
Reduced
127
Closed
48
Calls
$1.6M
Puts
$1.14M
Net Calls
+$465K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$13.7M +$107K +863 +0.7%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$12.8M -$1.03M -8,333 -7%
LNB
53
Ledyard National Bank
$11.8M +$1.73M +13,938 +16%
TCM
54
TD Capital Management
Tennessee
$11.5M -$81.8K -661 -0.7%
DWM
55
Destination Wealth Management
California
$11.5M -$198K -1,601 -2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$11.4M +$121K +981 +1%
JFA
57
JNBA Financial Advisors
Minnesota
$11.3M +$12.1M +97,977 +95,123%
AIA
58
Arcadia Investment Advisors
Idaho
$11.1M -$98.6K -796 -0.8%
PA
59
Pinnacle Associates
New York
$11M +$1.52M +12,260 +15%
SB
60
Simmons Bank
Arkansas
$10.9M -$2.4M -19,410 -17%
GC
61
Gibson Capital
Pennsylvania
$10.8M -$674K -5,440 -5%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$10.3M +$8.67K +70 +0.1%
RJA
63
Raymond James & Associates
Florida
$10.2M +$348K +2,812 +3%
MBA
64
McQueen Ball & Associates
Pennsylvania
$10M +$202K +1,629 +2%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$9.92M +$3.04M +24,581 +40%
CJA
66
C-J Advisory
California
$9.46M +$272K +2,200 +3%
CL
67
Choreo LLC
Illinois
$9.41M +$4.31M +34,811 +74%
EWM
68
Empirical Wealth Management
Washington
$9.15M -$299K -2,412 -3%
NB
69
Nicolet Bankshares
Wisconsin
$9.05M -$341K -2,758 -3%
FAG
70
Financial Advisory Group
Texas
$8.61M -$137K -1,107 -1%
NGA
71
Naples Global Advisors
Florida
$8.61M -$53.9K -435 -0.6%
JP Morgan Chase
72
JP Morgan Chase
New York
$8.43M +$1.31M +10,621 +17%
BRWM
73
B. Riley Wealth Management
Tennessee
$8.4M +$9.06M +73,158 New
Baird Financial Group
74
Baird Financial Group
Wisconsin
$8.38M +$747K +6,036 +9%
CI
75
CX Institutional
Indiana
$8.21M +$2.99M +24,148 +51%

VV Hedge Fund Activity: Q4 2018 in Review

458 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2018, worth a combined $8.09B — down 8% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VV positions and 48 closed out — a net gain of 12 holders — while 163 added to existing stakes and 127 trimmed.

The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $172M.

  • 458 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2018, up from 450 in Q3 2018.
  • Funds reported $8.09B of Vanguard Large-Cap ETF stock for Q4 2018, down 8% quarter-over-quarter.
  • 60 funds opened new Vanguard Large-Cap ETF positions in Q4 2018 and 48 closed out, a net change of +12 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $195M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.