Vanguard Morningstar Large-Cap ETF
310 hedge funds and large institutions have $4.3B invested in Vanguard Morningstar Large-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
77% more call options, than puts
Call options by funds: $1.92M | Put options by funds: $1.08M
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
7% more capital invested
Capital invested by funds: $4.02B → $4.3B (+$279M)
3% more funds holding
Funds holding: 300 → 310 (+10)
0.6% more ownership
Funds ownership: 53.63% → 54.22% (+0.6%)
7% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$102M |
| 2 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$53M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$28.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.04M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$18.4M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$12.7M |
| 3 |
HWM
Heartwood Wealth Management
London,
United Kingdom
|
-$8.81M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8.61M |
| 5 |
Jane Street
New York
|
-$6.97M |
VV Hedge Fund Activity: Q3 2016 in Review
310 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q3 2016, worth a combined $4.3B — up 7% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new VV positions and 7 closed out — a net gain of 14 holders — while 97 added to existing stakes and 104 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $102M. The largest seller was Creative Planning, cutting an estimated $18.4M.
- 310 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q3 2016, up from 300 in Q2 2016.
- Funds reported $4.3B of Vanguard Morningstar Large-Cap ETF stock for Q3 2016, up 7% quarter-over-quarter.
- 21 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q3 2016 and 7 closed out, a net change of +14 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $102M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q3 2016 was Creative Planning, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2016.