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Vanguard Large-Cap ETF

427 hedge funds and large institutions have $7.49B invested in Vanguard Large-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

3% more funds holding

Funds holding: 414427 (+13)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1.5% more ownership

Funds ownership: 62.06%63.56% (+1.5%)

4% more capital invested

Capital invested by funds: $7.19B → $7.49B (+$299M)

3% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 146

72% less call options, than puts

Call options by funds: $558K | Put options by funds: $2.01M

Holders
427
Holders Change
+13
Holders Change %
+3.14%
% of All Funds
9.79%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
36
Increased
142
Reduced
146
Closed
22
Calls
$558K
Puts
$2.01M
Net Calls
-$1.46M
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Change in
Stake
HL
126
HeadInvest LLC
Maine
$3.06M +$208K +1,655 +7%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$3.02M -$237K -1,885 -7%
BBA
128
BLB&B Advisors
Pennsylvania
$3.01M -$77.8K -620 -2%
CCMD
129
Cypress Capital Management (Delaware)
Delaware
$2.98M +$411K +3,275 +15%
WIC
130
Whitegate Investment Counselors
New Hampshire
$2.97M +$12.7K +101 +0.4%
AFP
131
Ausdal Financial Partners
Iowa
$2.83M -$26.9K -214 -0.9%
GA
132
GFS Advisors
Texas
$2.83M
PFA
133
Pathway Financial Advisors
Vermont
$2.81M
AWM
134
Avior Wealth Management
Nebraska
$2.77M -$59.1K -471 -2%
KCM
135
Kendall Capital Management
Maryland
$2.76M
PP
136
PagnatoKarp Partners
Virginia
$2.73M +$7.66K +61 +0.3%
Citigroup
137
Citigroup
New York
$2.72M +$383K +3,054 +16%
GT
138
Glenview Trust
Kentucky
$2.69M -$345K -2,750 -11%
EWM
139
Evercore Wealth Management
New York
$2.66M
GCA
140
Gradient Capital Advisors
California
$2.47M +$7.91K +63 +0.3%
SCA
141
Stillwater Capital Advisors
Pennsylvania
$2.34M +$202K +1,610 +9%
PFM
142
Phillips Financial Management
Indiana
$2.32M -$26.4K -210 -1%
PPFA
143
Provida Pension Fund Administrator
Chile
$2.3M
IWC
144
Integrated Wealth Concepts
Massachusetts
$2.29M -$42.1K -335 -2%
US Bancorp
145
US Bancorp
Minnesota
$2.28M -$41K -327 -2%
PA
146
Paracle Advisors
Washington
$2.24M -$37.5K -299 -2%
MFW
147
Mosaic Family Wealth
Missouri
$2.24M +$6.65K +53 +0.3%
AC
148
Alley Company
Illinois
$2.23M -$28.9K -230 -1%
BSW
149
Buckingham Strategic Wealth
Missouri
$2.2M +$369K +2,938 +19%
GC
150
Garde Capital
Washington
$2.17M +$80K +637 +4%

VV Hedge Fund Activity: Q1 2018 in Review

427 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2018, worth a combined $7.49B — up 4.2% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VV positions and 22 closed out — a net gain of 14 holders — while 142 added to existing stakes and 146 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $419M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $282M.

  • 427 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2018, up from 414 in Q4 2017.
  • Funds reported $7.49B of Vanguard Large-Cap ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 36 funds opened new Vanguard Large-Cap ETF positions in Q1 2018 and 22 closed out, a net change of +14 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $419M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2018 was Charles Schwab Investment Advisory, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2018.