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Vanguard Large-Cap ETF

205 hedge funds and large institutions have $2.19B invested in Vanguard Large-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

15% more capital invested

Capital invested by funds: $1.9B → $2.19B (+$291M)

10% more funds holding

Funds holding: 187205 (+18)

1.54% more ownership

Funds ownership: 44.72%46.26% (+1.5%)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

93% less call options, than puts

Call options by funds: $17K | Put options by funds: $246K

Holders
205
Holders Change
+18
Holders Change %
+9.63%
% of All Funds
5.95%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.55%
New
32
Increased
64
Reduced
68
Closed
12
Calls
$17K
Puts
$246K
Net Calls
-$229K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$448M +$4.82M +59,316 +1%
Bank of America
2
Bank of America
North Carolina
$263M +$69.5M +854,774 +38%
Morgan Stanley
3
Morgan Stanley
New York
$202M -$3.96M -48,757 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$116M -$2.7M -33,154 -2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$89.1M -$1.06M -13,082 -1%
Wells Fargo
6
Wells Fargo
California
$84M -$2.63M -32,302 -3%
CCM
7
Carlson Capital Management
Minnesota
$59.7M +$891K +10,955 +2%
RIG
8
RiverFront Investment Group
Virginia
$54.2M +$587K +7,214 +1%
MIH
9
Madison Investment Holdings
Wisconsin
$53M +$3.07M +37,701 +6%
BP
10
Ballentine Partners
Massachusetts
$49.6M -$826K -10,155 -2%
U
11
UBS
Switzerland
$44.4M +$3.3M +40,643 +8%
LPL Financial
12
LPL Financial
California
$41.4M +$4.14M +50,926 +12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38.4M +$589K +7,245 +2%
BCI
14
Brinker Capital Investments
Pennsylvania
$38.1M -$334K -4,105 -0.9%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$27.8M +$2.08M +25,604 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$26.9M +$417K +5,130 +2%
BTS
17
BB&T Securities
Virginia
$24.4M +$207K +2,551 +10%
Axa
18
Axa
France
$24M +$896K +11,020 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$21.9M +$393K +4,837 +2%
MAA
20
Managed Account Advisors
New Jersey
$17.6M -$648K -7,967 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$16.8M -$982K -12,078 -6%
LS
22
Lattice Strategies
Pennsylvania
$16M -$3.87M -47,648 -20%
MWP
23
Moller Wealth Partners
$15.6M -$75.8K -932 -0.5%
TCT
24
TIAA CREF Trust
Missouri
$14.9M +$683K +8,401 +5%
JFG
25
JMG Financial Group
Illinois
$14.6M -$452K -5,553 -3%