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.
80% more capital inflows, than outflows
Capital inflows: $240M | Capital outflows: $133M
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 |
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$95.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.6M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
+$11.7M |
| 4 |
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 |
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.