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Vanguard Large-Cap ETF

608 hedge funds and large institutions have $12.3B invested in Vanguard Large-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $3.76M

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$832M)

2% more funds holding

Funds holding: 595608 (+13)

10% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 200

1.65% less ownership

Funds ownership: 66.66%65% (-1.7%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

Holders
608
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
12.27%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.11%
New
50
Increased
181
Reduced
200
Closed
31
Calls
$4.15M
Puts
$3.76M
Net Calls
+$390K
Net Calls Change
-$359K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
SouthState Corp
Florida
$2.34M +$10.5K +68 +0.5%
PAS
202
Park Avenue Securities
New York
$2.3M +$458K +2,973 +25%
CS
203
Comerica Securities
Michigan
$2.27M +$61.4K +398 +3%
A
204
AdvicePeriod
California
$2.24M +$48.3K +313 +2%
Citigroup
205
Citigroup
New York
$2.19M -$272K -1,761 -11%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$2.18M -$354K -2,293 -14%
Fiera Capital (Canada)
207
Fiera Capital (Canada)
Quebec, Canada
$2.17M
CSPIA
208
Cary Street Partners Investment Advisory
Virginia
$2.16M +$1.08M +7,027 +104%
RFA
209
Radnor Financial Advisors
Pennsylvania
$2.09M -$24.1K -156 -1%
TI
210
Trexquant Investment
Connecticut
$2.08M +$1.16M +7,536 +131%
LWA
211
LWS Wealth Advisors
New Jersey
$2.04M -$145K -938 -7%
VCM
212
Versant Capital Management
Arizona
$2.04M
RBC
213
Roble Belko & Company
Pennsylvania
$2.02M -$1.94M -12,598 -49%
NB
214
Nicolet Bankshares
Wisconsin
$2.01M -$163K -1,057 -8%
MCM
215
MAI Capital Management
Ohio
$2M -$12.3K -80 -0.6%
William Blair & Company
216
William Blair & Company
Illinois
$2M +$5.71K +37 +0.3%
MCM
217
Maryland Capital Management
Maryland
$1.93M +$1.33M +8,627 +234%
FAIM
218
Financial Advocates Investment Management
Washington
$1.89M -$8.48K -55 -0.5%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$1.89M
DAC
220
Dividend Assets Capital
South Carolina
$1.87M +$45K +292 +3%
BFA
221
Bluestem Financial Advisors
Illinois
$1.87M -$108K -703 -6%
BF
222
Blankinship & Foster
California
$1.84M +$2.62K +17 +0.1%
AWS
223
AJ Wealth Strategies
New York
$1.84M -$4.16K -27 -0.2%
LSAG
224
Lake Street Advisors Group
New Hampshire
$1.83M +$617 +4 +0%
EAM
225
Evanson Asset Management
California
$1.81M +$6.17K +40 +0.3%

VV Hedge Fund Activity: Q3 2020 in Review

608 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2020, worth a combined $12.3B — up 7.2% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VV positions and 31 closed out — a net gain of 19 holders — while 181 added to existing stakes and 200 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $21.4M. The largest seller was Jones Financial Companies, cutting an estimated $96.9M.

  • 608 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2020, up from 595 in Q2 2020.
  • Funds reported $12.3B of Vanguard Large-Cap ETF stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 50 funds opened new Vanguard Large-Cap ETF positions in Q3 2020 and 31 closed out, a net change of +19 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $21.4M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2020 was Jones Financial Companies, an estimated $96.9M sold.

Based on aggregated 13F filings for Q3 2020.