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Vanguard Large-Cap ETF

565 hedge funds and large institutions have $9.18B invested in Vanguard Large-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

2.19% more ownership

Funds ownership: 64.04%66.23% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 179

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

2% less funds holding

Funds holding: 576565 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

12% less capital invested

Capital invested by funds: $10.4B → $9.18B (-$1.23B)

Holders
565
Holders Change
-11
Holders Change %
-1.91%
% of All Funds
12.45%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.19%
New
69
Increased
191
Reduced
179
Closed
70
Calls
$1.8M
Puts
$910K
Net Calls
+$891K
Net Calls Change
-$399K
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
151
Patriot Investment Management Group
Tennessee
$3.13M
BFA
152
Bragg Financial Advisors
North Carolina
$3.07M -$184K -1,312 -5%
WIC
153
Whitegate Investment Counselors
New Hampshire
$3.05M
AWM
154
Avior Wealth Management
Nebraska
$3.05M +$318K +2,264 +10%
CTC
155
Central Trust Company
Missouri
$3.03M +$1.37M +9,764 +62%
CCMD
156
Cypress Capital Management (Delaware)
Delaware
$2.93M -$40.5K -288 -1%
TYCC
157
Texas Yale Capital Corp
Florida
$2.92M +$731K +5,205 +27%
IA
158
IFG Advisory
Georgia
$2.85M +$6.46K +46 +0.2%
AC
159
Alexandria Capital
Virginia
$2.82M -$344K -2,448 -9%
William Blair & Company
160
William Blair & Company
Illinois
$2.78M +$2.63M +18,726 +392%
KCM
161
Kendall Capital Management
Maryland
$2.7M +$2.11K +15 +0.1%
KAH
162
Kathryn A. Hall
$2.62M
PFM
163
Phillips Financial Management
Indiana
$2.6M +$674K +4,796 +26%
NB
164
Nicolet Bankshares
Wisconsin
$2.6M -$2.57M -18,313 -46%
HCIA
165
Hochman Cole Investment Advisors
Illinois
$2.59M -$248K -1,768 -7%
NA
166
NewEdge Advisors
Louisiana
$2.56M +$114K +810 +4%
EWM
167
Evercore Wealth Management
New York
$2.52M
BSW
168
Buckingham Strategic Wealth
Missouri
$2.49M -$250K -1,777 -8%
CWS
169
Cypress Wealth Services
California
$2.48M
CFIA
170
Cantor Fitzgerald Investment Advisors
New York
$2.43M -$1.08M -7,706 -27%
Citigroup
171
Citigroup
New York
$2.42M +$610K +4,343 +27%
AWM
172
Atticus Wealth Management
Florida
$2.38M -$211K -1,500 -7%
GCA
173
Gradient Capital Advisors
California
$2.37M
BDF
174
Black Diamond Financial
Maryland
$2.33M +$161K +1,145 +6%
GA
175
GFS Advisors
Texas
$2.3M

VV Hedge Fund Activity: Q1 2020 in Review

565 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2020, worth a combined $9.18B — down 12% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VV and 69 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 191 added.

The largest buyer was Creative Planning, adding an estimated $219M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $97.1M sold.

  • 565 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2020, down from 576 in Q4 2019.
  • Funds reported $9.18B of Vanguard Large-Cap ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Vanguard Large-Cap ETF positions in Q1 2020 and 70 closed out, a net change of -1 holder.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $219M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $97.1M sold.

Based on aggregated 13F filings for Q1 2020.