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Vanguard Large-Cap ETF
VV

259 hedge funds and large institutions have $2.58B invested in Vanguard Large-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

925% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 4

15% more funds holding in top 10

Funds holding in top 10: 20 → 23 (+3)

15% more funds holding

Funds holding: 226 → 259 (+33)

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

7% more capital invested

Capital invested by funds: $2.41B → $2.58B (+$169M)

0.04% less ownership

Funds ownership: 45.49% → 45.45% (-0.04%)

86% less call options, than puts

Call options by funds: $927K | Put options by funds: $6.84M

Holders
259
Holders Change
+33
Holders Change %
+14.6%
% of All Funds
6.91%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.61%
New
41
Increased
77
Reduced
69
Closed
4
Calls
$927K
Puts
$6.84M
Net Calls
-$5.92M
Net Calls Change
-$6.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35M
2
CB
Commerce Bank
Missouri
+$13M
3
PAG
Private Advisor Group
New Jersey
+$9.69M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.23M
5
Bank of America
Bank of America
North Carolina
+$6.83M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$15M
2
RIG
RiverFront Investment Group
Virginia
-$14.8M
3
MIH
Madison Investment Holdings
Wisconsin
-$14.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$8.62M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$480M -$15M -162,292 -3%
Bank of America
2
Bank of America
North Carolina
$304M +$6.83M +74,073 +2%
Morgan Stanley
3
Morgan Stanley
New York
$272M +$35M +378,946 +15%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$166M +$5.49M +59,478 +3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$100M +$2.86M +31,002 +3%
Wells Fargo
6
Wells Fargo
California
$88M +$220K +2,387 +0.3%
UBS Group
7
UBS Group
Switzerland
$64.9M +$63.5M +687,942 New
CCM
8
Carlson Capital Management
Minnesota
$61.8M -$2.87M -31,104 -5%
LPL Financial
9
LPL Financial
California
$45.5M -$5.83M -63,213 -12%
BTS
10
BB&T Securities
Virginia
$42M -$389K -4,212 -9%
BP
11
Ballentine Partners
Massachusetts
$41.7M -$398K -4,314 -1%
MIH
12
Madison Investment Holdings
Wisconsin
$39.2M -$14.7M -158,946 -28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$36.6M +$678K +7,350 +2%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$33.2M +$754K +8,166 +2%
TNBTD
15
Trustmark National Bank Trust Department
Mississippi
$31.3M +$5.43M +58,841 +22%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$28.2M -$6.37M -69,022 -19%
Axa
17
Axa
France
$27.7M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$26.7M +$1.04M +11,239 +4%
Goldman Sachs
19
Goldman Sachs
New York
$25.8M +$527K +5,716 +2%
RIG
20
RiverFront Investment Group
Virginia
$25.6M -$14.8M -160,401 -37%
MAA
21
Managed Account Advisors
New Jersey
$21.8M +$1.32M +14,267 +7%
CCM
22
Coldstream Capital Management
Washington
$20.9M +$2.44M +26,496 +14%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$1.27M +13,789 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$19.3M +$346K +3,745 +2%
KTC
25
Kistler-Tiffany Companies
Pennsylvania
$17.6M +$1.59M +17,189 +10%
1
2 3 4 5

VV Hedge Fund Activity: Q4 2014 in Review

259 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2014, worth a combined $2.58B — up 7% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VV positions and 4 closed out — a net gain of 37 holders — while 77 added to existing stakes and 69 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35M. The largest seller was Creative Planning, cutting an estimated $15M.

  • 259 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2014, up from 226 in Q3 2014.
  • Funds reported $2.58B of Vanguard Large-Cap ETF stock for Q4 2014, up 7% quarter-over-quarter.
  • 41 funds opened new Vanguard Large-Cap ETF positions in Q4 2014 and 4 closed out, a net change of +37 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2014 was Morgan Stanley, an estimated $35M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2014 was Creative Planning, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2014.