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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
MML Investors Services
51
MML Investors Services
Massachusetts
$19.5M -$702K -4,994 -3%
PAI
52
Pittenger & Anderson Inc
Nebraska
$18.6M +$2.56M +18,215 +13%
JIP
53
Jaffetilchin Investment Partners
Florida
$16.5M +$76.7K +546 +0.4%
LIM
54
Leavell Investment Management
Alabama
$15.1M -$1.08M -7,701 -6%
UCFA
55
United Capital Financial Advisors
Texas
$15.1M +$243K +1,732 +1%
MWP
56
Moller Wealth Partners
$14.9M +$741K +5,275 +4%
CL
57
Choreo LLC
Illinois
$13.9M +$2.98M +21,246 +22%
WANY
58
Wealthspire Advisors (New York)
New York
$13.2M +$15.2M +108,473 +3,206%
BPB
59
Badgley, Phelps & Bell
Washington
$13.2M -$719K -5,120 -4%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$12.8M -$141K -1,002 -0.9%
PL
61
Polianta Ltd
Jersey
$12.8M +$15.2M +107,900 New
JWM
62
JFG Wealth Management
Colorado
$12.7M +$429K +3,054 +3%
VVP
63
Venture Visionary Partners
Ohio
$12.7M +$2.6M +18,523 +21%
Mariner
64
Mariner
Kansas
$11.9M +$7.28M +51,833 +108%
AIM
65
Acropolis Investment Management
Missouri
$11.5M +$7.46M +53,072 +121%
PA
66
Pinnacle Associates
New York
$11.5M +$458K +3,257 +3%
SB
67
Simmons Bank
Arkansas
$11.4M +$1.84M +13,088 +16%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$11.3M +$702K +4,996 +6%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$11.3M -$234K -1,662 -2%
CG
70
Colony Group
Massachusetts
$11.2M +$13.3M +94,972 New
Stifel Financial
71
Stifel Financial
Missouri
$11.2M +$8.18M +58,233 +161%
Truist Financial
72
Truist Financial
North Carolina
$11.2M -$20M -142,216 -60%
DWM
73
Destination Wealth Management
California
$11.1M +$268K +1,908 +2%
GC
74
Gibson Capital
Pennsylvania
$11M -$68.4K -487 -0.5%
TCM
75
TD Capital Management
Tennessee
$10.8M -$1.05M -7,477 -8%

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.