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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
I
126
IberiaBank
Louisiana
$1.04M +$1.01M +10,999 New
Citigroup
127
Citigroup
New York
$1.02M +$38K +412 +4%
EAM
128
Evanson Asset Management
California
$984K -$16.7K -181 -2%
HighTower Advisors
129
HighTower Advisors
Illinois
$984K +$10.1K +109 +1%
M&T Bank
130
M&T Bank
New York
$969K -$52.3K -567 -5%
SSWM
131
Sheets Smith Wealth Management
North Carolina
$964K +$46.1K +500 +5%
ONB
132
Old National Bancorp
Indiana
$943K +$165K +1,783 +22%
B
133
Bailard
California
$929K – – –
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$920K – – –
CC
135
Callan Capital
California
$893K +$135K +1,466 +18%
CFB
136
Cullen/Frost Bankers
Texas
$887K -$218K -2,360 -20%
CBU
137
CIBC Bank USA
Illinois
$882K -$44.8K -485 -5%
NEAM
138
New England Asset Management
Connecticut
$868K – – –
FPTW
139
Franklin, Parlapiano, Turner & Welch
Texas
$851K – – –
US Bancorp
140
US Bancorp
Minnesota
$849K – – –
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$846K – – –
AIG
142
American International Group
New York
$829K +$178K +1,934 +28%
CCM
143
Covington Capital Management
California
$828K -$7.84K -85 -1%
Deutsche Bank
144
Deutsche Bank
Germany
$817K +$180K +1,954 +29%
AL
145
Aspiriant LLC
California
$812K +$794K +8,600 New
Neuberger Berman Group
146
Neuberger Berman Group
New York
$806K – – –
FAAS
147
First Allied Advisory Services
California
$762K -$36K -390 -5%
BOS
148
Bingham Osborn & Scarborough
California
$762K – – –
Comerica Bank
149
Comerica Bank
Texas
$748K +$368K +3,985 +101%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$744K -$632K -6,846 -46%
4 5
6
7 8

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.