We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

205 hedge funds and large institutions have $2.19B invested in Vanguard Large-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

15% more capital invested

Capital invested by funds: $1.9B → $2.19B (+$291M)

10% more funds holding

Funds holding: 187205 (+18)

1.54% more ownership

Funds ownership: 44.72%46.26% (+1.5%)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

93% less call options, than puts

Call options by funds: $17K | Put options by funds: $246K

Holders
205
Holders Change
+18
Holders Change %
+9.63%
% of All Funds
5.95%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.55%
New
32
Increased
64
Reduced
68
Closed
12
Calls
$17K
Puts
$246K
Net Calls
-$229K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
126
Central Trust Company
Missouri
$651K -$16.3K -200 -3%
Citigroup
127
Citigroup
New York
$646K +$203K +2,491 +49%
PWM
128
Patriot Wealth Management
Texas
$644K
AWM
129
Avior Wealth Management
Nebraska
$613K +$587K +7,224 New
CMO
130
Covenant Multifamily Offices
Texas
$603K +$578K +7,108 New
HFS
131
HL Financial Services
Kentucky
$602K
CBU
132
CIBC Bank USA
Illinois
$562K -$13.4K -165 -2%
TCOV
133
Trust Company of Vermont
Vermont
$551K
TBA
134
Tower Bridge Advisors
Pennsylvania
$528K -$165K -2,025 -25%
WSA
135
Willow Street Advisors
Florida
$482K +$8.13K +100 +2%
HIMC
136
Heritage Investors Management Corp
Maryland
$474K -$4.07K -50 -0.9%
PWAP
137
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$468K -$22.4K -276 -5%
LDB
138
Lee, Danner & Bass
Tennessee
$462K
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$454K
UBWV
140
United Bank (West Virginia)
West Virginia
$450K
KIA
141
KCM Investment Advisors
California
$450K +$130K +1,601 +43%
NEAM
142
New England Asset Management
Connecticut
$449K -$122K -1,500 -22%
PO
143
Private Ocean
California
$442K +$424K +5,218 New
MC
144
Mathes Company
New York
$441K +$423K +5,200 New
IAS
145
INR Advisory Services
Pennsylvania
$435K -$39.3K -483 -9%
FWP
146
FAS Wealth Partners
Kansas
$398K +$382K +4,699 New
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$397K
NES
148
New England Securities
New York
$396K -$13.2K -162 -3%
CFA
149
Carroll Financial Associates
North Carolina
$389K
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$379K