We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

458 hedge funds and large institutions have $8.09B invested in Vanguard Large-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 127 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.14M

28% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 127

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.46% more ownership

Funds ownership: 64.61%67.08% (+2.5%)

2% more funds holding

Funds holding: 450458 (+8)

8% less capital invested

Capital invested by funds: $8.79B → $8.09B (-$701M)

Holders
458
Holders Change
+8
Holders Change %
+1.78%
% of All Funds
10.2%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.96%
New
60
Increased
163
Reduced
127
Closed
48
Calls
$1.6M
Puts
$1.14M
Net Calls
+$465K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$3.22M -$3.96K -32 -0.1%
BFA
127
Bragg Financial Advisors
North Carolina
$3.2M +$34.2K +276 +1%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$3.14M -$436K -3,524 -11%
W
129
Wealthquest
Ohio
$3.06M +$3.29M +26,600 New
IA
130
IFG Advisory
Georgia
$2.98M -$107K -863 -3%
HCIA
131
Hochman Cole Investment Advisors
Illinois
$2.94M -$22.3K -180 -0.7%
WIC
132
Whitegate Investment Counselors
New Hampshire
$2.84M +$14.4K +116 +0.5%
CCMD
133
Cypress Capital Management (Delaware)
Delaware
$2.83M -$105K -847 -3%
BJL
134
Brighton Jones LLC
Washington
$2.81M -$66.7K -539 -2%
5L
135
55I LLC
Massachusetts
$2.77M +$2.99M +24,116 New
Citadel Advisors
136
Citadel Advisors
Florida
$2.67M +$2.55M +20,619 +784%
AWM
137
Avior Wealth Management
Nebraska
$2.63M +$15.5K +125 +0.5%
KCM
138
Kendall Capital Management
Maryland
$2.62M
PFA
139
Pathway Financial Advisors
Vermont
$2.6M -$20.1K -162 -0.7%
GT
140
Glenview Trust
Kentucky
$2.6M
PWM
141
PRW Wealth Management
Massachusetts
$2.59M +$2.79M +22,530 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$2.56M +$2.48M +20,004 +857%
PP
143
PagnatoKarp Partners
Virginia
$2.52M -$83.8K -677 -3%
CWS
144
Cypress Wealth Services
California
$2.51M +$2.7M +21,843 New
EWM
145
Evercore Wealth Management
New York
$2.47M -$55.7K -450 -2%
Citigroup
146
Citigroup
New York
$2.38M -$71.1K -574 -3%
BDF
147
Black Diamond Financial
Maryland
$2.32M +$2.53M +20,395 New
BSW
148
Buckingham Strategic Wealth
Missouri
$2.31M -$20.1K -162 -0.8%
GCA
149
Gradient Capital Advisors
California
$2.31M -$25.5K -206 -1%
CHJWM
150
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.3M +$459K +3,705 +23%

VV Hedge Fund Activity: Q4 2018 in Review

458 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2018, worth a combined $8.09B — down 8% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VV positions and 48 closed out — a net gain of 12 holders — while 163 added to existing stakes and 127 trimmed.

The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $172M.

  • 458 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2018, up from 450 in Q3 2018.
  • Funds reported $8.09B of Vanguard Large-Cap ETF stock for Q4 2018, down 8% quarter-over-quarter.
  • 60 funds opened new Vanguard Large-Cap ETF positions in Q4 2018 and 48 closed out, a net change of +12 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $195M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.