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Vanguard Large-Cap ETF

414 hedge funds and large institutions have $7.19B invested in Vanguard Large-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

19% more capital invested

Capital invested by funds: $6.05B → $7.19B (+$1.14B)

12% more funds holding

Funds holding: 371414 (+43)

2.87% more ownership

Funds ownership: 59.19%62.06% (+2.9%)

1% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 133

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $797K

Holders
414
Holders Change
+43
Holders Change %
+11.59%
% of All Funds
9.39%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
63
Increased
132
Reduced
133
Closed
16
Calls
$11K
Puts
$797K
Net Calls
-$786K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
176
AJ Wealth Strategies
New York
$1.42M -$47.3K -396 -3%
AWA
177
Arete Wealth Advisors
Illinois
$1.41M -$131K -1,100 -9%
MFG
178
Merit Financial Group
Georgia
$1.38M +$1.35M +11,280 New
PCM
179
Parsons Capital Management
Rhode Island
$1.36M -$60.5K -506 -4%
CMP
180
Courage Miller Partners
Virginia
$1.34M -$202K -1,694 -13%
SCA
181
Snowden Capital Advisors
New York
$1.34M +$107K +899 +9%
VCP
182
Vista Capital Partners
Oregon
$1.3M -$19.6K -164 -2%
EA
183
Efficient Advisors
Ohio
$1.3M +$95.5K +799 +8%
FMC
184
First Merchants Corp
Indiana
$1.28M
BWA
185
BlueSky Wealth Advisors
North Carolina
$1.23M -$84K -703 -7%
SSWM
186
Sheets Smith Wealth Management
North Carolina
$1.23M +$35.8K +300 +3%
CWM
187
Connecticut Wealth Management
Connecticut
$1.15M -$76.4K -639 -7%
FPTW
188
Franklin, Parlapiano, Turner & Welch
Texas
$1.1M
CGA
189
Crescent Grove Advisors
Illinois
$1.08M -$150K -1,257 -12%
SEI Investments
190
SEI Investments
Pennsylvania
$1.08M +$10.2K +85 +1%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$1.06M
Comerica Bank
192
Comerica Bank
Texas
$1.05M -$5.14K -43 -0.5%
MCM
193
Maryland Capital Management
Maryland
$1.03M +$370K +3,095 +58%
LDB
194
Lee, Danner & Bass
Tennessee
$953K -$60.3K -505 -6%
TFS
195
TrustCore Financial Services
Tennessee
$943K +$920K +7,695 New
UAS
196
United Asset Strategies
New York
$933K -$2.39K -20 -0.3%
BOS
197
Bingham Osborn & Scarborough
California
$932K
CCM
198
Covington Capital Management
California
$906K
KBFS
199
Kohmann Bosshard Financial Services
Ohio
$853K -$19.4K -162 -2%
PWM
200
Patriot Wealth Management
Texas
$848K -$7.53K -63 -0.9%

VV Hedge Fund Activity: Q4 2017 in Review

414 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2017, worth a combined $7.19B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VV positions and 16 closed out — a net gain of 47 holders — while 132 added to existing stakes and 133 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $460M. The largest seller was PNC Financial Services Group, cutting an estimated $77.5M.

  • 414 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2017, up from 371 in Q3 2017.
  • Funds reported $7.19B of Vanguard Large-Cap ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 63 funds opened new Vanguard Large-Cap ETF positions in Q4 2017 and 16 closed out, a net change of +47 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $460M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2017 was PNC Financial Services Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2017.