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Vanguard Large-Cap ETF

218 hedge funds and large institutions have $2.39B invested in Vanguard Large-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $2.27B → $2.39B (+$125M)

3% more funds holding

Funds holding: 212218 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

0.35% less ownership

Funds ownership: 46.22%45.87% (-0.35%)

3% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 78

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $405K

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
6.27%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
17
Increased
76
Reduced
78
Closed
9
Calls
Puts
$405K
Net Calls
-$405K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
101
Security National Trust
West Virginia
$1.44M
CMP
102
Courage Miller Partners
Virginia
$1.42M -$23.8K -273 -2%
GA
103
GFS Advisors
Texas
$1.4M
HS
104
Huntington Steele
Pennsylvania
$1.35M
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$1.34M +$262 +3 +0%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$1.33M +$30.8K +353 +2%
IFA
107
Interactive Financial Advisors
Illinois
$1.32M +$43.6K +499 +4%
PFG
108
Pacific Financial Group
Washington
$1.32M -$15K -172 -1%
Vanguard Group
109
Vanguard Group
Pennsylvania
$1.32M +$1.06M +12,122 +480%
CL
110
Choreo LLC
Illinois
$1.32M +$190K +2,180 +18%
BIT
111
BlackRock Institutional Trust
California
$1.29M -$291K -3,332 -19%
SSI
112
Scott & Selber Inc
Texas
$1.24M -$50.9K -583 -4%
UAS
113
United Asset Strategies
New York
$1.16M +$1.13M +12,883 New
JMPWA
114
JP Morgan Private Wealth Advisors
California
$1.07M -$20.3K -232 -2%
BFO
115
Boston Family Office
Massachusetts
$1.03M +$16.2K +186 +2%
VCP
116
Vista Capital Partners
Oregon
$1.03M
GC
117
Garde Capital
Washington
$1.02M +$987K +11,298 New
HighTower Advisors
118
HighTower Advisors
Illinois
$1.01M +$28K +320 +3%
EAM
119
Evanson Asset Management
California
$1M +$3.15K +36 +0.3%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$946K -$54.6K -625 -6%
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$945K +$450K +5,146 +96%
CBU
122
CIBC Bank USA
Illinois
$930K +$455K +5,205 +102%
MCM
123
Maryland Capital Management
Maryland
$912K -$9.61K -110 -1%
SHA
124
Smith Hayes Advisers
Nebraska
$880K +$9.87K +113 +1%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$874K -$8.74K -100 -1%

VV Hedge Fund Activity: Q2 2014 in Review

218 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2014, worth a combined $2.39B — up 5.5% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VV positions and 9 closed out — a net gain of 8 holders — while 76 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was RiverFront Investment Group, cutting an estimated $23.3M.

  • 218 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2014, up from 212 in Q1 2014.
  • Funds reported $2.39B of Vanguard Large-Cap ETF stock for Q2 2014, up 5.5% quarter-over-quarter.
  • 17 funds opened new Vanguard Large-Cap ETF positions in Q2 2014 and 9 closed out, a net change of +8 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2014 was Bank of America, an estimated $10.6M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2014 was RiverFront Investment Group, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2014.