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Vanguard Large-Cap ETF

218 hedge funds and large institutions have $2.39B invested in Vanguard Large-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $2.27B → $2.39B (+$125M)

3% more funds holding

Funds holding: 212218 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

0.35% less ownership

Funds ownership: 46.22%45.87% (-0.35%)

3% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 78

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $405K

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
6.27%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
17
Increased
76
Reduced
78
Closed
9
Calls
Puts
$405K
Net Calls
-$405K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$258K +$250K +2,867 New
PP
177
Patten & Patten
Tennessee
$252K -$128K -1,470 -34%
ICAS
178
Investors Capital Advisory Services
Massachusetts
$241K
DIP
179
DT Investment Partners
Pennsylvania
$235K +$228K +2,611 New
EIM
180
Emerson Investment Management
Massachusetts
$225K
LC
181
Lourd Capital
California
$223K
MFS
182
MSI Financial Services
Massachusetts
$219K +$3.84K +44 +2%
GF
183
Goodman Financial
Texas
$213K -$2.62K -30 -1%
SIM
184
Sigma Investment Management
Oregon
$207K +$201K +2,302 New
Mariner
185
Mariner
Kansas
$205K +$199K +2,283 New
SB
186
Suntrust Banks
Georgia
$204K +$198K +2,270 New
IH
187
IFC Holdings
Florida
$203K +$196K +2,248 New
DSC
188
Duncker Streett & Co
Missouri
$181K +$612 +7 +0.3%
WTB
189
Washington Trust Bank
Washington
$176K -$20.2K -231 -11%
BRWM
190
B. Riley Wealth Management
Tennessee
$168K +$42.4K +485 +35%
PMFA
191
Plante Moran Financial Advisors
Michigan
$167K
ACM
192
Antonetti Capital Management
Florida
$165K -$15.3K -175 -9%
BRWA
193
B. Riley Wealth Advisors
Florida
$152K
JWM
194
Jacobus Wealth Management
Wisconsin
$149K
QAM
195
QCI Asset Management
New York
$144K
RIA
196
Regal Investment Advisors
Michigan
$125K
BBPWM
197
Blue Bell Private Wealth Management
Pennsylvania
$104K
TDC
198
Thompson Davis & Co
Virginia
$100K -$17.5K -200 -15%
JWA
199
JFS Wealth Advisors
Pennsylvania
$92K -$1.38M -15,845 -94%
SSB
200
Sandy Spring Bank
Maryland
$83K +$80.3K +919 New

VV Hedge Fund Activity: Q2 2014 in Review

218 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2014, worth a combined $2.39B — up 5.5% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VV positions and 9 closed out — a net gain of 8 holders — while 76 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was RiverFront Investment Group, cutting an estimated $23.3M.

  • 218 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2014, up from 212 in Q1 2014.
  • Funds reported $2.39B of Vanguard Large-Cap ETF stock for Q2 2014, up 5.5% quarter-over-quarter.
  • 17 funds opened new Vanguard Large-Cap ETF positions in Q2 2014 and 9 closed out, a net change of +8 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2014 was Bank of America, an estimated $10.6M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2014 was RiverFront Investment Group, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2014.