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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
Natixis Advisors
76
Natixis Advisors
Massachusetts
$3.17M +$3.1M +33,609 New
AF
77
Allworth Financial
California
$2.96M -$55.4K -600 -2%
GT
78
Glenmede Trust
Pennsylvania
$2.89M +$133K +1,445 +5%
CAL
79
Capital Advisors Ltd
Ohio
$2.84M – – –
Stifel Financial
80
Stifel Financial
Missouri
$2.74M +$2.68M +28,994 New
CAN
81
Cetera Advisor Networks
California
$2.67M -$334K -3,619 -11%
WT
82
Whittier Trust
California
$2.55M – – –
JFA
83
JNBA Financial Advisors
Minnesota
$2.44M -$17.6K -191 -0.7%
B
84
Baird
Wisconsin
$2.29M -$31.4K -340 -1%
Northern Trust
85
Northern Trust
Illinois
$2.15M +$44.5K +482 +2%
AWM
86
Avior Wealth Management
Nebraska
$2.11M -$5.08K -55 -0.2%
CA
87
Cetera Advisors
Colorado
$2.06M -$252K -2,729 -11%
AC
88
Alley Company
Illinois
$2.05M – – –
NAMP
89
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.04M – – –
PFM
90
Phillips Financial Management
Indiana
$1.97M +$3.14K +34 +0.2%
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$1.92M +$403K +4,371 +27%
HL
92
HeadInvest LLC
Maine
$1.9M +$134K +1,455 +8%
IAA
93
Ironsides Asset Advisors
North Carolina
$1.89M – – –
IF
94
Ironwood Financial
Arizona
$1.88M +$1.83M +19,879 New
PA
95
Paracle Advisors
Washington
$1.87M -$12.3K -133 -0.7%
SM
96
Stratton Management
Pennsylvania
$1.84M +$1.8M +19,535 New
BSW
97
Buckingham Strategic Wealth
Missouri
$1.84M – – –
PWMAG
98
Pinnacle Wealth Management Advisory Group
New Jersey
$1.7M +$1.66M +18,040 New
VFS
99
VSR Financial Services
Kansas
$1.63M +$31.3K +339 +2%
CWM
100
Cranbrook Wealth Management
Michigan
$1.61M +$64.8K +702 +4%
2 3
4
5 6

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.