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Vanguard Large-Cap ETF
VV

350 hedge funds and large institutions have $5.27B invested in Vanguard Large-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $4.74B → $5.27B (+$530M)

9% more funds holding in top 10

Funds holding in top 10: 35 → 38 (+3)

3% more funds holding

Funds holding: 340 → 350 (+10)

1.62% more ownership

Funds ownership: 56.17% → 57.79% (+1.6%)

12% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 120

Holders
350
Holders Change
+10
Holders Change %
+2.94%
% of All Funds
8.71%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.95%
New
32
Increased
106
Reduced
120
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$1.02M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$213M
2
UBS Group
UBS Group
Switzerland
+$43.7M
3
MSWM
Mader & Shannon Wealth Management
Missouri
+$24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
5
FFW
Fusion Family Wealth
New York
+$13M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
Bank of America
Bank of America
North Carolina
-$13.6M
3
MG
Mather Group
Illinois
-$10.5M
4
Creative Planning
Creative Planning
Kansas
-$8.46M
5
KSA
Ken Stern & Associates
California
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
151
Parsons Capital Management
Rhode Island
$1.4M -$90.1K -845 -6%
CMP
152
Courage Miller Partners
Virginia
$1.38M -$23.4K -220 -2%
ICOA
153
Investment Centers of America
North Dakota
$1.38M -$2.02K -19 -0.1%
AWS
154
AJ Wealth Strategies
New York
$1.38M -$302K -2,829 -18%
NAMP
155
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.34M +$85.3K +800 +7%
CWM
156
Connecticut Wealth Management
Connecticut
$1.33M -$70.4K -660 -5%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$1.31M – – –
CHJWM
158
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.24M +$139K +1,300 +13%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$1.23M – – –
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$1.21M -$829K -7,780 -41%
VCP
161
Vista Capital Partners
Oregon
$1.21M – – –
Comerica Bank
162
Comerica Bank
Texas
$1.19M -$113K -1,062 -9%
IFB
163
iAB Financial Bank
Indiana
$1.19M +$607K +5,695 +107%
BWA
164
BlueSky Wealth Advisors
North Carolina
$1.19M -$17.7K -166 -1%
JP Morgan Chase
165
JP Morgan Chase
New York
$1.18M -$379K -3,560 -25%
BFO
166
Boston Family Office
Massachusetts
$1.17M +$4.58K +43 +0.4%
GP
167
Girard Partners
Pennsylvania
$1.14M +$331K +3,102 +42%
SCA
168
Snowden Capital Advisors
New York
$1.11M +$398K +3,737 +57%
SSWM
169
Sheets Smith Wealth Management
North Carolina
$1.08M -$3.2K -30 -0.3%
FPTW
170
Franklin, Parlapiano, Turner & Welch
Texas
$974K – – –
UAS
171
United Asset Strategies
New York
$973K +$959 +9 +0.1%
TBA
172
Tower Bridge Advisors
Pennsylvania
$931K -$5.33K -50 -0.6%
LDB
173
Lee, Danner & Bass
Tennessee
$926K +$384K +3,600 +73%
HFS
174
HL Financial Services
Kentucky
$918K +$405K +3,800 +81%
BCP
175
Berkeley Capital Partners
Georgia
$828K -$20.5K -192 -2%
5 6
7
8 9

VV Hedge Fund Activity: Q1 2017 in Review

350 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2017, worth a combined $5.27B — up 11% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VV positions and 21 closed out — a net gain of 11 holders — while 106 added to existing stakes and 120 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 350 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2017, up from 340 in Q4 2016.
  • Funds reported $5.27B of Vanguard Large-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Vanguard Large-Cap ETF positions in Q1 2017 and 21 closed out, a net change of +11 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $213M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2017 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2017.