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Vanguard Large-Cap ETF

187 hedge funds and large institutions have $1.9B invested in Vanguard Large-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

9% more capital invested

Capital invested by funds: $1.74B → $1.9B (+$164M)

1.29% more ownership

Funds ownership: 43.43%44.72% (+1.3%)

4% less funds holding

Funds holding: 194187 (-7)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
6.06%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.52%
New
11
Increased
59
Reduced
71
Closed
18
Calls
$355K
Puts
Net Calls
+$355K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
76
Dalton Investments
Nevada
$1.57M -$69.6K -905 -4%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.51M +$245K +3,188 +20%
B
78
Bailard
California
$1.5M
NAMP
79
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.5M +$108K +1,410 +8%
AC
80
Alley Company
Illinois
$1.48M -$13.8K -180 -0.9%
DS
81
DRW Securities
Illinois
$1.44M +$256K +3,331 +23%
Northern Trust
82
Northern Trust
Illinois
$1.36M +$303K +3,945 +29%
CMP
83
Courage Miller Partners
Virginia
$1.35M -$2.08K -27 -0.2%
VFS
84
VSR Financial Services
Kansas
$1.28M +$51.3K +667 +4%
Goldman Sachs
85
Goldman Sachs
New York
$1.24M +$58K +754 +5%
SNT
86
Security National Trust
West Virginia
$1.24M
GA
87
GFS Advisors
Texas
$1.2M
HS
88
Huntington Steele
Pennsylvania
$1.16M -$1.85K -24 -0.2%
PFG
89
Pacific Financial Group
Washington
$1.16M -$96.6K -1,256 -8%
SSI
90
Scott & Selber Inc
Texas
$1.11M
IFA
91
Interactive Financial Advisors
Illinois
$1.09M -$30.5K -397 -3%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$1.01M +$144K +1,875 +17%
Comerica Bank
93
Comerica Bank
Texas
$884K +$879K +11,428 New
VCP
94
Vista Capital Partners
Oregon
$882K -$28.8K -375 -3%
BFO
95
Boston Family Office
Massachusetts
$873K +$22.1K +288 +3%
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$868K
HighTower Advisors
97
HighTower Advisors
Illinois
$845K +$840K +10,922 New
CCM
98
Covington Capital Management
California
$839K -$19.1K -248 -2%
AWMS
99
Advocacy Wealth Management Services
Georgia
$835K +$639K +8,305 +336%
SM
100
Stratton Management
Pennsylvania
$830K +$826K +10,735 New

VV Hedge Fund Activity: Q3 2013 in Review

187 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2013, worth a combined $1.9B — up 9.5% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VV and 11 opened new positions — a net loss of 7 holders — while 71 trimmed existing stakes and 59 added.

The largest buyer was Creative Planning, adding an estimated $28.1M. The largest seller was Credit Suisse, cutting an estimated $9.79M.

  • 187 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2013, down from 194 in Q2 2013.
  • Funds reported $1.9B of Vanguard Large-Cap ETF stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 11 funds opened new Vanguard Large-Cap ETF positions in Q3 2013 and 18 closed out, a net change of -7 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2013 was Creative Planning, an estimated $28.1M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2013 was Credit Suisse, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2013.