Vanguard Morningstar Large-Cap ETF
205 hedge funds and large institutions have $2.17B invested in Vanguard Morningstar 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.
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: 16 → 19 (+3)
15% more capital invested
Capital invested by funds: $1.88B → $2.17B (+$287M)
10% more funds holding
Funds holding: 187 → 205 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$69.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.5M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$4.82M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.14M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$11.5M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$5.47M |
| 3 |
Morgan Stanley
New York
|
-$3.96M |
| 4 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$3.87M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$2.91M |
VV Hedge Fund Activity: Q4 2013 in Review
205 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q4 2013, worth a combined $2.17B — up 15% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new VV positions and 12 closed out — a net gain of 20 holders — while 64 added to existing stakes and 68 trimmed.
The largest buyer was Bank of America, adding an estimated $69.5M. The largest seller was Karpus Investment Management, cutting an estimated $11.5M.
- 205 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q4 2013, up from 187 in Q3 2013.
- Funds reported $2.17B of Vanguard Morningstar Large-Cap ETF stock for Q4 2013, up 15% quarter-over-quarter.
- 32 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q4 2013 and 12 closed out, a net change of +20 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q4 2013 was Bank of America, an estimated $69.5M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q4 2013 was Karpus Investment Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2013.