We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

427 hedge funds and large institutions have $7.49B invested in Vanguard Large-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

3% more funds holding

Funds holding: 414427 (+13)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1.5% more ownership

Funds ownership: 62.06%63.56% (+1.5%)

4% more capital invested

Capital invested by funds: $7.19B → $7.49B (+$299M)

3% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 146

72% less call options, than puts

Call options by funds: $558K | Put options by funds: $2.01M

Holders
427
Holders Change
+13
Holders Change %
+3.14%
% of All Funds
9.79%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
36
Increased
142
Reduced
146
Closed
22
Calls
$558K
Puts
$2.01M
Net Calls
-$1.46M
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SVA Wealth Management
Wisconsin
$7.58M +$622K +4,953 +8%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$7.31M +$768K +6,120 +11%
CCG
78
Chatham Capital Group
Georgia
$7.26M +$389K +3,095 +5%
AL
79
Aspiriant LLC
California
$7.19M +$7.45M +59,323 New
Natixis Advisors
80
Natixis Advisors
Massachusetts
$7.08M +$312K +2,489 +4%
MG
81
Mather Group
Illinois
$6.74M +$388K +3,090 +6%
TNBTD
82
Trustmark National Bank Trust Department
Mississippi
$6.43M +$130K +1,036 +2%
DY
83
Dowling & Yahnke
California
$6.28M -$629K -5,012 -9%
CA
84
Continuum Advisory
Idaho
$6.23M -$140K -1,116 -2%
FTIOP
85
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.91M
SWP
86
Stratos Wealth Partners
Ohio
$5.75M +$2.59M +20,646 +77%
KeyBank National Association
87
KeyBank National Association
Ohio
$5.75M -$429K -3,416 -7%
PCG
88
Private Capital Group
Connecticut
$5.6M -$265K -2,109 -4%
CFB
89
Cullen/Frost Bankers
Texas
$5.53M
CL
90
Choreo LLC
Illinois
$5.22M +$476K +3,793 +10%
CWM
91
Cranbrook Wealth Management
Michigan
$5.09M -$135K -1,074 -2%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.06M +$1.02M +8,146 +24%
RWMH
93
Riverpoint Wealth Management Holdings
Illinois
$5.05M +$220K +1,753 +4%
CB
94
Commerce Bank
Missouri
$4.7M -$251K -2,000 -5%
Jane Street
95
Jane Street
New York
$4.59M -$6.61M -52,681 -58%
Goldman Sachs
96
Goldman Sachs
New York
$4.44M -$7.93M -63,180 -63%
AA
97
Alesco Advisors
New York
$4.44M -$232K -1,845 -5%
BFO
98
Biltmore Family Office
North Carolina
$4.42M +$928K +7,394 +25%
SFG
99
Sage Financial Group
Pennsylvania
$4.41M -$140K -1,117 -3%
Stifel Financial
100
Stifel Financial
Missouri
$4.35M +$255K +2,029 +6%

VV Hedge Fund Activity: Q1 2018 in Review

427 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2018, worth a combined $7.49B — up 4.2% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VV positions and 22 closed out — a net gain of 14 holders — while 142 added to existing stakes and 146 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $419M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $282M.

  • 427 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2018, up from 414 in Q4 2017.
  • Funds reported $7.49B of Vanguard Large-Cap ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 36 funds opened new Vanguard Large-Cap ETF positions in Q1 2018 and 22 closed out, a net change of +14 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $419M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2018 was Charles Schwab Investment Advisory, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2018.