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Vanguard Large-Cap ETF

565 hedge funds and large institutions have $9.18B invested in Vanguard Large-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

2.19% more ownership

Funds ownership: 64.04%66.23% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 179

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

2% less funds holding

Funds holding: 576565 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

12% less capital invested

Capital invested by funds: $10.4B → $9.18B (-$1.23B)

Holders
565
Holders Change
-11
Holders Change %
-1.91%
% of All Funds
12.45%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.19%
New
69
Increased
191
Reduced
179
Closed
70
Calls
$1.8M
Puts
$910K
Net Calls
+$891K
Net Calls Change
-$399K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$1.57M -$49.6K -353 -3%
PWM
202
PRW Wealth Management
Massachusetts
$1.56M -$1.28M -9,142 -41%
PP
203
PagnatoKarp Partners
Virginia
$1.54M -$916K -6,517 -33%
AC
204
Alley Company
Illinois
$1.52M -$570K -4,059 -24%
DAC
205
Dividend Assets Capital
South Carolina
$1.51M +$27.4K +195 +2%
MCM
206
Maryland Capital Management
Maryland
$1.51M +$97.8K +696 +6%
BFA
207
Bluestem Financial Advisors
Illinois
$1.51M -$29.5K -210 -2%
US Bancorp
208
US Bancorp
Minnesota
$1.49M -$34.7K -247 -2%
SSI
209
Scott & Selber Inc
Texas
$1.43M +$2.39K +17 +0.1%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$1.43M -$113K -801 -6%
MCM
211
MAI Capital Management
Ohio
$1.41M +$892K +6,347 +114%
EAM
212
Evanson Asset Management
California
$1.41M +$281 +2 +0%
FAIM
213
Financial Advocates Investment Management
Washington
$1.4M +$497K +3,539 +43%
AWS
214
AJ Wealth Strategies
New York
$1.4M -$259K -1,846 -14%
LSAG
215
Lake Street Advisors Group
New Hampshire
$1.39M +$53.8K +383 +3%
NAMP
216
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.39M -$1.41K -10 -0.1%
BF
217
Blankinship & Foster
California
$1.39M -$154K -1,099 -9%
BA
218
Bristlecone Advisors
Washington
$1.39M -$139K -990 -8%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$1.3M +$254K +1,807 +19%
MFW
220
Mosaic Family Wealth
Missouri
$1.3M -$127K -907 -8%
BBA
221
BLB&B Advisors
Pennsylvania
$1.23M +$276K +1,968 +23%
ABC
222
Associated Banc-Corp
Wisconsin
$1.23M +$1.09M +7,757 +295%
TL
223
TrueWealth LLC
Georgia
$1.22M +$496K +3,531 +52%
KBFS
224
Kohmann Bosshard Financial Services
Ohio
$1.22M +$478K +3,400 +50%
VCP
225
Vista Capital Partners
Oregon
$1.21M

VV Hedge Fund Activity: Q1 2020 in Review

565 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2020, worth a combined $9.18B — down 12% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VV and 69 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 191 added.

The largest buyer was Creative Planning, adding an estimated $219M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $97.1M sold.

  • 565 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2020, down from 576 in Q4 2019.
  • Funds reported $9.18B of Vanguard Large-Cap ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Vanguard Large-Cap ETF positions in Q1 2020 and 70 closed out, a net change of -1 holder.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $219M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $97.1M sold.

Based on aggregated 13F filings for Q1 2020.