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Vanguard Large-Cap ETF

414 hedge funds and large institutions have $7.19B invested in Vanguard Large-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

19% more capital invested

Capital invested by funds: $6.05B → $7.19B (+$1.14B)

12% more funds holding

Funds holding: 371414 (+43)

2.87% more ownership

Funds ownership: 59.19%62.06% (+2.9%)

1% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 133

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $797K

Holders
414
Holders Change
+43
Holders Change %
+11.59%
% of All Funds
9.39%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
63
Increased
132
Reduced
133
Closed
16
Calls
$11K
Puts
$797K
Net Calls
-$786K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$7.25M +$507K +4,247 +8%
LNC
77
Lincoln National Corp
Pennsylvania
$7M +$3.39M +28,355 +98%
CCG
78
Chatham Capital Group
Georgia
$6.97M -$265K -2,220 -4%
DY
79
Dowling & Yahnke
California
$6.96M -$140K -1,170 -2%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$6.86M +$40.7K +341 +0.6%
UBS AM
81
UBS AM
Illinois
$6.74M +$1.9M +15,911 +41%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$6.65M +$771K +6,454 +14%
MG
83
Mather Group
Illinois
$6.44M +$405K +3,388 +7%
CA
84
Continuum Advisory
Idaho
$6.44M +$1.35M +11,331 +28%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$6.37M -$423K -3,537 -6%
JFGLC
86
Johnson Financial Group LLC (Colorado)
Colorado
$6.34M +$664K +5,558 +12%
KeyBank National Association
87
KeyBank National Association
Ohio
$6.23M -$105K -880 -2%
FTIOP
88
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.97M +$149K +1,250 +3%
CFB
89
Cullen/Frost Bankers
Texas
$5.59M -$360K -3,016 -6%
CWM
90
Cranbrook Wealth Management
Michigan
$5.28M -$4.54K -38 -0.1%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$5.12M -$22.8K -191 -0.5%
CB
92
Commerce Bank
Missouri
$5M
RWMH
93
Riverpoint Wealth Management Holdings
Illinois
$4.89M -$18.8K -157 -0.4%
CL
94
Choreo LLC
Illinois
$4.81M +$710K +5,940 +18%
AA
95
Alesco Advisors
New York
$4.72M -$42.8K -358 -0.9%
SFG
96
Sage Financial Group
Pennsylvania
$4.6M +$302K +2,525 +7%
EA
97
Elm Advisors
California
$4.3M +$698K +5,840 +20%
IFS
98
Ifrah Financial Services
Arkansas
$4.19M -$3.94K -33 -0.1%
Stifel Financial
99
Stifel Financial
Missouri
$4.15M -$43K -360 -1%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.12M +$3.1M +25,956 +341%

VV Hedge Fund Activity: Q4 2017 in Review

414 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2017, worth a combined $7.19B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VV positions and 16 closed out — a net gain of 47 holders — while 132 added to existing stakes and 133 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $460M. The largest seller was PNC Financial Services Group, cutting an estimated $77.5M.

  • 414 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2017, up from 371 in Q3 2017.
  • Funds reported $7.19B of Vanguard Large-Cap ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 63 funds opened new Vanguard Large-Cap ETF positions in Q4 2017 and 16 closed out, a net change of +47 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $460M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2017 was PNC Financial Services Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2017.