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Vanguard Large-Cap ETF

414 hedge funds and large institutions have $7.19B invested in Vanguard Large-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

19% more capital invested

Capital invested by funds: $6.05B → $7.19B (+$1.14B)

12% more funds holding

Funds holding: 371414 (+43)

2.87% more ownership

Funds ownership: 59.19%62.06% (+2.9%)

1% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 133

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $797K

Holders
414
Holders Change
+43
Holders Change %
+11.59%
% of All Funds
9.39%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
63
Increased
132
Reduced
133
Closed
16
Calls
$11K
Puts
$797K
Net Calls
-$786K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
126
HeadInvest LLC
Maine
$2.89M +$66.4K +556 +2%
AFP
127
Ausdal Financial Partners
Iowa
$2.89M -$24.6K -206 -0.9%
GA
128
GFS Advisors
Texas
$2.86M
AWM
129
Avior Wealth Management
Nebraska
$2.86M -$2.39K -20 -0.1%
PFA
130
Pathway Financial Advisors
Vermont
$2.85M +$2.77M +23,221 New
KCM
131
Kendall Capital Management
Maryland
$2.79M +$2.72M +22,800 New
HSA
132
HBK Sorce Advisory
Pennsylvania
$2.79M +$2.72M +22,750 New
HWP
133
Hefty Wealth Partners
Indiana
$2.78M +$9.68K +81 +0.4%
PP
134
PagnatoKarp Partners
Virginia
$2.75M +$8.01K +67 +0.3%
EWM
135
Evercore Wealth Management
New York
$2.69M -$58K -485 -2%
CCMD
136
Cypress Capital Management (Delaware)
Delaware
$2.61M +$15.5K +130 +0.6%
GCA
137
Gradient Capital Advisors
California
$2.49M +$2.42M +20,286 New
IWC
138
Integrated Wealth Concepts
Massachusetts
$2.48M +$2.35M +19,701 New
PFM
139
Phillips Financial Management
Indiana
$2.46M -$25K -209 -1%
TH
140
Timber Hill
Connecticut
$2.45M +$1.25M +10,424 +109%
Millennium Management
141
Millennium Management
New York
$2.42M +$1.64M +13,736 +230%
Citigroup
142
Citigroup
New York
$2.38M +$475K +3,972 +26%
US Bancorp
143
US Bancorp
Minnesota
$2.35M -$455K -3,808 -17%
PPFA
144
Provida Pension Fund Administrator
Chile
$2.33M +$2.27M +19,000 New
PA
145
Paracle Advisors
Washington
$2.31M -$184K -1,539 -8%
AC
146
Alley Company
Illinois
$2.28M -$9.68K -81 -0.4%
MFW
147
Mosaic Family Wealth
Missouri
$2.26M +$2.2M +18,425 New
SCA
148
Stillwater Capital Advisors
Pennsylvania
$2.17M -$352K -2,945 -14%
PAG
149
Private Advisor Group
New Jersey
$2.17M -$12.5M -104,964 -86%
CFIA
150
Cantor Fitzgerald Investment Advisors
New York
$2.17M -$61.2K -512 -3%

VV Hedge Fund Activity: Q4 2017 in Review

414 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2017, worth a combined $7.19B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VV positions and 16 closed out — a net gain of 47 holders — while 132 added to existing stakes and 133 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $460M. The largest seller was PNC Financial Services Group, cutting an estimated $77.5M.

  • 414 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2017, up from 371 in Q3 2017.
  • Funds reported $7.19B of Vanguard Large-Cap ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 63 funds opened new Vanguard Large-Cap ETF positions in Q4 2017 and 16 closed out, a net change of +47 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $460M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2017 was PNC Financial Services Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2017.