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Vanguard Large-Cap ETF

458 hedge funds and large institutions have $8.09B invested in Vanguard Large-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 127 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.14M

28% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 127

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.46% more ownership

Funds ownership: 64.61%67.08% (+2.5%)

2% more funds holding

Funds holding: 450458 (+8)

8% less capital invested

Capital invested by funds: $8.79B → $8.09B (-$701M)

Holders
458
Holders Change
+8
Holders Change %
+1.78%
% of All Funds
10.2%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.96%
New
60
Increased
163
Reduced
127
Closed
48
Calls
$1.6M
Puts
$1.14M
Net Calls
+$465K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Wealth Architects
California
$8.02M -$819K -6,613 -9%
FFW
77
Fusion Family Wealth
New York
$7.93M -$1.02M -8,220 -11%
HighTower Advisors
78
HighTower Advisors
Illinois
$7.83M -$20.4K -165 -0.2%
AG
79
Advisor Group
Arizona
$7.16M +$944K +7,627 +14%
HL
80
HeadInvest LLC
Maine
$6.86M +$3.8M +30,714 +106%
CCG
81
Chatham Capital Group
Georgia
$6.85M -$51.4K -415 -0.7%
HWMG
82
Hurlow Wealth Management Group
Indiana
$6.63M +$6.77M +54,681 New
SWM
83
SVA Wealth Management
Wisconsin
$6.5M +$33.2K +268 +0.5%
AIM
84
Acropolis Investment Management
Missouri
$6.21M +$6.69M +54,047 New
JFGLC
85
Johnson Financial Group LLC (Colorado)
Colorado
$6.06M +$6.53M +52,736 New
UBS AM
86
UBS AM
Illinois
$6.04M +$2.81M +22,701 +76%
AA
87
Alesco Advisors
New York
$5.94M +$1.95M +15,760 +44%
DY
88
Dowling & Yahnke
California
$5.89M -$165K -1,330 -3%
CA
89
Continuum Advisory
Idaho
$5.61M -$173K -1,399 -3%
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$5.59M +$83.3K +673 +1%
BFO
91
Biltmore Family Office
North Carolina
$5.52M +$972K +7,850 +20%
TCM
92
TAM Capital Management
Connecticut
$5.47M +$5.9M +47,621 New
CB
93
Commerce Bank
Missouri
$5.45M
KeyBank National Association
94
KeyBank National Association
Ohio
$5.43M -$25.4K -205 -0.4%
PCG
95
Private Capital Group
Connecticut
$5.2M -$18.9K -153 -0.3%
RWMH
96
Riverpoint Wealth Management Holdings
Illinois
$5.13M +$445K +3,594 +9%
SFG
97
Sage Financial Group
Pennsylvania
$5.12M +$1.16M +9,358 +27%
APA
98
American Portfolios Advisors
New York
$4.89M +$4.9M +39,606 +1,338%
Northern Trust
99
Northern Trust
Illinois
$4.6M -$1.2M -9,664 -19%
ACM
100
Armbruster Capital Management
New York
$4.6M +$1.83M +14,750 +58%

VV Hedge Fund Activity: Q4 2018 in Review

458 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2018, worth a combined $8.09B — down 8% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VV positions and 48 closed out — a net gain of 12 holders — while 163 added to existing stakes and 127 trimmed.

The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $172M.

  • 458 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2018, up from 450 in Q3 2018.
  • Funds reported $8.09B of Vanguard Large-Cap ETF stock for Q4 2018, down 8% quarter-over-quarter.
  • 60 funds opened new Vanguard Large-Cap ETF positions in Q4 2018 and 48 closed out, a net change of +12 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $195M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.