Vanguard Morningstar Large-Cap ETF
252 hedge funds and large institutions have $2.67B invested in Vanguard Morningstar Large-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 22 closing their positions.
5% more capital invested
Capital invested by funds: $2.55B → $2.67B (+$126M)
0.82% more ownership
Funds ownership: 45.45% → 46.28% (+0.82%)
0% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 84
3% less funds holding
Funds holding: 259 → 252 (-7)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
14% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 22
42% less call options, than puts
Call options by funds: $1.68M | Put options by funds: $2.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$95.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.6M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$11.7M |
| 4 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
+$7.29M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$18.7M |
| 3 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$13.8M |
| 4 |
JP Morgan Chase
New York
|
-$11.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$10.3M |
VV Hedge Fund Activity: Q1 2015 in Review
252 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q1 2015, worth a combined $2.67B — up 4.9% from $2.55B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of VV and 19 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 84 added.
The largest buyer was Transamerica Financial Advisors, opening a new position worth an estimated $95.7M. The largest seller was Morgan Stanley, cutting an estimated $22.7M.
- 252 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q1 2015, down from 259 in Q4 2014.
- Funds reported $2.67B of Vanguard Morningstar Large-Cap ETF stock for Q1 2015, up 4.9% quarter-over-quarter.
- 19 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q1 2015 and 22 closed out, a net change of -3 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q1 2015 was Transamerica Financial Advisors, an estimated $95.7M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q1 2015 was Morgan Stanley, an estimated $22.7M sold.
Based on aggregated 13F filings for Q1 2015.