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Vanguard Large-Cap ETF
VV

595 hedge funds and large institutions have $11.5B invested in Vanguard Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $445K

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

25% more capital invested

Capital invested by funds: $9.18B → $11.5B (+$2.29B)

15% more funds holding in top 10

Funds holding in top 10: 54 → 62 (+8)

5% more funds holding

Funds holding: 565 → 595 (+30)

0.42% more ownership

Funds ownership: 66.23% → 66.66% (+0.42%)

4% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 192

Holders
595
Holders Change
+30
Holders Change %
+5.31%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.27%
New
71
Increased
184
Reduced
192
Closed
38
Calls
$1.19M
Puts
$445K
Net Calls
+$749K
Net Calls Change
-$142K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$210M
2
Creative Planning
Creative Planning
Kansas
+$119M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$53.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.2M
5
HWA
Heartwood Wealth Advisors
Virginia
+$36.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$88.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$79.8M
3
Charles Schwab
Charles Schwab
California
-$58.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$53M
5
UBS Group
UBS Group
Switzerland
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Atticus Wealth Management
Florida
$2.97M +$91.7K +678 +3%
PWM
177
PRW Wealth Management
Massachusetts
$2.95M +$1.01M +7,466 +57%
CFIA
178
Cantor Fitzgerald Investment Advisors
New York
$2.93M -$6.36K -47 -0.2%
B
179
Bridgeworth
Alabama
$2.83M +$460K +3,405 +21%
BDF
180
Black Diamond Financial
Maryland
$2.81M +$270 +2 +0%
MFW
181
Mosaic Family Wealth
Missouri
$2.79M +$1.16M +8,590 +78%
GCA
182
Gradient Capital Advisors
California
$2.79M -$72.5K -536 -3%
CAM
183
Cresset Asset Management
Illinois
$2.67M +$1.52M +11,206 +150%
GVAG
184
Great Valley Advisor Group
Delaware
$2.57M +$23.3K +172 +1%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$2.56M -$1.89M -13,953 -44%
PA
186
Paracle Advisors
Washington
$2.56M +$59.8K +442 +3%
NFG
187
Next Financial Group
Texas
$2.51M +$122K +904 +5%
PP
188
PrairieView Partners
Minnesota
$2.48M -$12.6K -93 -0.5%
NEAM
189
New England Asset Management
Connecticut
$2.45M – – –
MC
190
Mathes Company
New York
$2.44M – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$2.37M -$268K -1,983 -11%
Deutsche Bank
192
Deutsche Bank
Germany
$2.37M +$1.16M +8,586 +108%
GC
193
Garde Capital
Washington
$2.31M +$278K +2,059 +15%
QA
194
Quantitative Advantage
Minnesota
$2.3M -$157K -1,163 -7%
IWC
195
Integrated Wealth Concepts
Massachusetts
$2.29M -$3.52K -26 -0.2%
Citigroup
196
Citigroup
New York
$2.25M -$630K -4,657 -23%
IFA
197
Interactive Financial Advisors
Illinois
$2.23M +$10.7K +79 +0.5%
US Bancorp
198
US Bancorp
Minnesota
$2.23M +$403K +2,979 +24%
M&T Bank
199
M&T Bank
New York
$2.22M -$96K -710 -4%
AIS
200
American Investment Services
Massachusetts
$2.19M +$39.8K +294 +2%
6 7
8
9 10

VV Hedge Fund Activity: Q2 2020 in Review

595 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2020, worth a combined $11.5B — up 25% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VV positions and 38 closed out — a net gain of 33 holders — while 184 added to existing stakes and 192 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $88.9M.

  • 595 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2020, up from 565 in Q1 2020.
  • Funds reported $11.5B of Vanguard Large-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 71 funds opened new Vanguard Large-Cap ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $210M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2020 was Bank of America, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2020.