Vanguard Large-Cap ETF
187 hedge funds and large institutions have $1.9B invested in Vanguard Large-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 18 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
9% more capital invested
Capital invested by funds: $1.74B → $1.9B (+$164M)
1.29% more ownership
Funds ownership: 43.43% → 44.72% (+1.3%)
4% less funds holding
Funds holding: 194 → 187 (-7)
17% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 71
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$28.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.3M |
| 3 |
Axa
Paris,
France
|
+$17.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.6M |
| 5 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9.79M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.23M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$5.48M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$4.27M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$4.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMA
201
Simply Money Advisors
Cincinnati,
Ohio
| – | -$86K | -1,165 | Closed |
|
202
Brown Advisory
Baltimore,
Maryland
| – | -$55K | -751 | Closed |
|
|
FHC
203
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$9K | -127 | Closed |
|
|
CFA
204
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$5K | -64 | Closed |
|
|
PP
205
Palladium Partners
Norfolk,
Virginia
| – | -$4K | -54 | Closed |
|
VV Hedge Fund Activity: Q3 2013 in Review
187 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2013, worth a combined $1.9B — up 9.5% from $1.74B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of VV and 11 opened new positions — a net loss of 7 holders — while 71 trimmed existing stakes and 59 added.
The largest buyer was Creative Planning, adding an estimated $28.1M. The largest seller was Credit Suisse, cutting an estimated $9.79M.
- 187 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2013, down from 194 in Q2 2013.
- Funds reported $1.9B of Vanguard Large-Cap ETF stock for Q3 2013, up 9.5% quarter-over-quarter.
- 11 funds opened new Vanguard Large-Cap ETF positions in Q3 2013 and 18 closed out, a net change of -7 holders.
- The largest Vanguard Large-Cap ETF buyer in Q3 2013 was Creative Planning, an estimated $28.1M added.
- The largest Vanguard Large-Cap ETF seller in Q3 2013 was Credit Suisse, an estimated $9.79M sold.
Based on aggregated 13F filings for Q3 2013.