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Vanguard Large-Cap ETF
VV

340 hedge funds and large institutions have $4.74B invested in Vanguard Large-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

39% more call options, than puts

Call options by funds: $527K | Put options by funds: $379K

28% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 90

21% more funds holding in top 10

Funds holding in top 10: 29 → 35 (+6)

12% more capital invested

Capital invested by funds: $4.25B → $4.74B (+$491M)

10% more funds holding

Funds holding: 309 → 340 (+31)

2.48% more ownership

Funds ownership: 53.69% → 56.17% (+2.5%)

Holders
340
Holders Change
+31
Holders Change %
+10.03%
% of All Funds
8.5%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.88%
New
50
Increased
115
Reduced
90
Closed
16
Calls
$527K
Puts
$379K
Net Calls
+$148K
Net Calls Change
-$689K

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$140M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M
3
UBS Group
UBS Group
Switzerland
+$41.3M
4
NLI
Nippon Life Insurance
Japan
+$25.9M
5
Morgan Stanley
Morgan Stanley
New York
+$8.82M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24.7M
2
Creative Planning
Creative Planning
Kansas
-$21.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$12.3M
4
TFA
Transamerica Financial Advisors
Florida
-$8.43M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$3M -$17K -170 -0.6%
Mariner
102
Mariner
Kansas
$2.94M +$2.54M +25,338 +742%
PWMAG
103
Pinnacle Wealth Management Advisory Group
New Jersey
$2.9M +$224K +2,240 +9%
CL
104
Choreo LLC
Illinois
$2.89M +$70.6K +705 +3%
Northern Trust
105
Northern Trust
Illinois
$2.88M -$207K -2,071 -7%
GT
106
Glenmede Trust
Pennsylvania
$2.84M +$31K +310 +1%
AC
107
Alexandria Capital
Virginia
$2.74M -$70.2K -701 -3%
CAN
108
Cetera Advisor Networks
California
$2.7M -$1.04M -10,424 -28%
WT
109
Whittier Trust
California
$2.69M – – –
GT
110
Glenview Trust
Kentucky
$2.56M +$2.51M +25,032 New
AWM
111
Avior Wealth Management
Nebraska
$2.5M -$76.6K -765 -3%
WIC
112
Whitegate Investment Counselors
New Hampshire
$2.44M – – –
ACM
113
Armbruster Capital Management
New York
$2.41M – – –
AFP
114
Ausdal Financial Partners
Iowa
$2.23M +$2.18M +21,814 New
SCA
115
Stillwater Capital Advisors
Pennsylvania
$2.23M – – –
Baird Financial Group
116
Baird Financial Group
Wisconsin
$2.18M -$4K -40 -0.2%
AC
117
Alley Company
Illinois
$2.16M – – –
PA
118
Paracle Advisors
Washington
$2.16M -$138K -1,380 -6%
PFM
119
Phillips Financial Management
Indiana
$2.11M -$32.1K -321 -2%
HL
120
HeadInvest LLC
Maine
$2.09M +$178K +1,775 +10%
ACM
121
Advisors Capital Management
New Jersey
$2.09M +$2.8K +28 +0.1%
SWP
122
Stratos Wealth Partners
Ohio
$2.02M -$7.81K -78 -0.4%
SPWA
123
SteelBridge Private Wealth Advisors
Florida
$2M +$1.09M +10,880 +131%
BF
124
Blankinship & Foster
California
$2M +$1.95M +19,522 New
GA
125
GFS Advisors
Texas
$1.99M – – –
3 4
5
6 7

VV Hedge Fund Activity: Q4 2016 in Review

340 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2016, worth a combined $4.74B — up 12% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VV positions and 16 closed out — a net gain of 34 holders — while 115 added to existing stakes and 90 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $140M. The largest seller was PNC Financial Services Group, cutting an estimated $24.7M.

  • 340 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2016, up from 309 in Q3 2016.
  • Funds reported $4.74B of Vanguard Large-Cap ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 50 funds opened new Vanguard Large-Cap ETF positions in Q4 2016 and 16 closed out, a net change of +34 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $140M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2016 was PNC Financial Services Group, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2016.