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Vanguard Large-Cap ETF
VV

350 hedge funds and large institutions have $5.27B invested in Vanguard Large-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $4.74B → $5.27B (+$530M)

9% more funds holding in top 10

Funds holding in top 10: 35 → 38 (+3)

3% more funds holding

Funds holding: 340 → 350 (+10)

1.62% more ownership

Funds ownership: 56.17% → 57.79% (+1.6%)

12% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 120

Holders
350
Holders Change
+10
Holders Change %
+2.94%
% of All Funds
8.71%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.95%
New
32
Increased
106
Reduced
120
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$1.02M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$213M
2
UBS Group
UBS Group
Switzerland
+$43.7M
3
MSWM
Mader & Shannon Wealth Management
Missouri
+$24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
5
FFW
Fusion Family Wealth
New York
+$13M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
Bank of America
Bank of America
North Carolina
-$13.6M
3
MG
Mather Group
Illinois
-$10.5M
4
Creative Planning
Creative Planning
Kansas
-$8.46M
5
KSA
Ken Stern & Associates
California
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
201
One Capital Management
California
$583K -$39.2K -368 -6%
MG
202
McCutchen Group
Washington
$579K +$2.56K +24 +0.4%
ST
203
Smithfield Trust
Pennsylvania
$578K – – –
GEA
204
Glen Eagle Advisors
New Jersey
$568K – – –
CA
205
Cetera Advisors
Colorado
$564K +$14.4K +135 +3%
APSP
206
Asset Planning Services (Pennsylvania)
Pennsylvania
$546K -$5.76K -54 -1%
CFA
207
Carroll Financial Associates
North Carolina
$538K – – –
PO
208
Private Ocean
California
$536K -$2.98K -28 -0.6%
TNB
209
Thomasville National Bank
Georgia
$527K +$520K +4,880 New
PWW
210
Pettyjohn Wood & White
Virginia
$524K -$14.1K -132 -3%
QCG
211
Quadrant Capital Group
Ohio
$524K +$517K +4,850 New
EWMCB
212
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$519K – – –
IC
213
Intersect Capital
California
$512K – – –
EA
214
Edge Advisors
Georgia
$499K – – –
B
215
Bailard
California
$497K -$181K -1,700 -27%
MCM
216
Maryland Capital Management
Maryland
$484K +$76.1K +714 +19%
FHA
217
Flagship Harbor Advisors
Massachusetts
$472K +$746 +7 +0.2%
VNA
218
Valley National Advisers
Pennsylvania
$469K -$701K -6,578 -60%
ACP
219
Ashfield Capital Partners
California
$465K – – –
DC
220
Davenport & Co
Virginia
$464K – – –
GD
221
Grandfield & Dodd
New York
$460K +$454K +4,260 New
CFA
222
CT Financial Advisors
Pennsylvania
$457K – – –
William Blair & Company
223
William Blair & Company
Illinois
$441K -$40K -375 -8%
CB
224
Chemical Bank
Michigan
$439K – – –
CHC
225
City Holding Co
West Virginia
$432K – – –
7 8
9
10 11

VV Hedge Fund Activity: Q1 2017 in Review

350 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2017, worth a combined $5.27B — up 11% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VV positions and 21 closed out — a net gain of 11 holders — while 106 added to existing stakes and 120 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 350 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2017, up from 340 in Q4 2016.
  • Funds reported $5.27B of Vanguard Large-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Vanguard Large-Cap ETF positions in Q1 2017 and 21 closed out, a net change of +11 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $213M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2017 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2017.