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Vanguard Large-Cap ETF

187 hedge funds and large institutions have $1.9B invested in Vanguard Large-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

9% more capital invested

Capital invested by funds: $1.74B → $1.9B (+$164M)

1.29% more ownership

Funds ownership: 43.43%44.72% (+1.3%)

4% less funds holding

Funds holding: 194187 (-7)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
6.06%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.52%
New
11
Increased
59
Reduced
71
Closed
18
Calls
$355K
Puts
Net Calls
+$355K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
151
Dumont & Blake Investment Advisors
New Jersey
$277K
SIM
152
Sigma Investment Management
Oregon
$276K -$15.3K -199 -5%
BF
153
BOK Financial
Oklahoma
$275K
MAM
154
Marquette Asset Management
Minnesota
$272K -$10.6K -138 -4%
DSC
155
Duncker Streett & Co
Missouri
$271K +$116K +1,514 +76%
ACM
156
Antonetti Capital Management
Florida
$258K +$30K +390 +13%
SA
157
Strategic Advisors
New York
$255K +$9.61K +125 +4%
BWP
158
BSW Wealth Partners
Colorado
$251K
BT
159
Beacon Trust
New Jersey
$245K -$91.1K -1,185 -27%
DADC
160
D.A. Davidson & Co
Montana
$225K -$20.4K -265 -8%
MFS
161
MSI Financial Services
Massachusetts
$225K +$90.2K +1,173 +67%
TIM
162
Tortoise Investment Management
New York
$220K -$47.2K -614 -18%
GF
163
Gerstein Fisher
New York
$216K
QAM
164
QCI Asset Management
New York
$132K -$1.15K -15 -0.9%
BRWA
165
B. Riley Wealth Advisors
Florida
$130K +$130K +1,687 New
JWM
166
Jacobus Wealth Management
Wisconsin
$128K
RIA
167
Regal Investment Advisors
Michigan
$108K
SSB
168
Sandy Spring Bank
Maryland
$83K -$15.4K -200 -16%
WA
169
Waverly Advisors
Alabama
$66K +$65.1K +847 New
AA
170
AlphaMark Advisors
Kentucky
$62K
HNB
171
Huntington National Bank
Ohio
$62K
First Manhattan
172
First Manhattan
New York
$54K
WCM
173
Wealthcare Capital Management
Virginia
$52K
FHA
174
First Horizon Advisors
Tennessee
$46K +$45.8K +595 New
BC
175
Bartlett & Co
Ohio
$39K

VV Hedge Fund Activity: Q3 2013 in Review

187 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2013, worth a combined $1.9B — up 9.5% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VV and 11 opened new positions — a net loss of 7 holders — while 71 trimmed existing stakes and 59 added.

The largest buyer was Creative Planning, adding an estimated $28.1M. The largest seller was Credit Suisse, cutting an estimated $9.79M.

  • 187 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2013, down from 194 in Q2 2013.
  • Funds reported $1.9B of Vanguard Large-Cap ETF stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 11 funds opened new Vanguard Large-Cap ETF positions in Q3 2013 and 18 closed out, a net change of -7 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2013 was Creative Planning, an estimated $28.1M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2013 was Credit Suisse, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2013.