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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
ACM
101
Advisors Capital Management
New Jersey
$1.59M -$45K -488 -3%
PCM
102
Parsons Capital Management
Rhode Island
$1.58M -$71.1K -770 -4%
CMP
103
Courage Miller Partners
Virginia
$1.51M -$4.34K -47 -0.3%
GH
104
GAM Holding
Switzerland
$1.51M – – –
SNT
105
Security National Trust
West Virginia
$1.51M – – –
RJFSA
106
Raymond James Financial Services Advisors
Florida
$1.51M +$830 +9 +0.1%
GT
107
Glenview Trust
Kentucky
$1.5M +$1.46M +15,855 New
GA
108
GFS Advisors
Texas
$1.46M – – –
TDC
109
Thompson Davis & Co
Virginia
$1.46M +$1.31M +14,210 +1,174%
HS
110
Huntington Steele
Pennsylvania
$1.42M – – –
IFA
111
Interactive Financial Advisors
Illinois
$1.39M +$277 +3 +0%
CL
112
Choreo LLC
Illinois
$1.38M +$1.29K +14 +0.1%
DI
113
Dalton Investments
Nevada
$1.37M -$257K -2,786 -16%
SSI
114
Scott & Selber Inc
Texas
$1.36M +$106K +1,147 +9%
AWA
115
Arete Wealth Advisors
Illinois
$1.35M -$460K -4,986 -26%
PFG
116
Pacific Financial Group
Washington
$1.35M +$9.23K +100 +0.7%
Citadel Advisors
117
Citadel Advisors
Florida
$1.2M +$1.17M +12,706 New
JMPWA
118
JP Morgan Private Wealth Advisors
California
$1.19M +$61.8K +670 +6%
GC
119
Garde Capital
Washington
$1.18M +$65.9K +714 +6%
PI
120
Placemark Investments
Illinois
$1.14M +$6.09K +66 +0.5%
UAS
121
United Asset Strategies
New York
$1.12M +$1.29K +14 +0.1%
BFO
122
Boston Family Office
Massachusetts
$1.08M +$554 +6 +0.1%
VCP
123
Vista Capital Partners
Oregon
$1.08M – – –
OIA
124
Optimum Investment Advisors
Illinois
$1.07M – – –
KIA
125
KCM Investment Advisors
California
$1.06M – – –
3 4
5
6 7

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.