Vanguard Morningstar Large-Cap ETF
340 hedge funds and large institutions have $4.74B invested in Vanguard Morningstar Large-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 91 reducing their positions, and 16 closing their positions.
281% more capital inflows, than outflows
Capital inflows: $408M | Capital outflows: $107M
206% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 16
56.17% more ownership
Funds ownership: 0% → 56.17% (+56%)
39% more call options, than puts
Call options by funds: $527K | Put options by funds: $379K
26% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 91
21% more funds holding in top 10
Funds holding in top 10: 29 → 35 (+6)
10% more funds holding
Funds holding: 310 → 340 (+30)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$140M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$41.3M |
| 3 |
Nippon Life Insurance
Tokyo,
Japan
|
+$25.9M |
| 4 |
Morgan Stanley
New York
|
+$8.82M |
| 5 |
Coldstream Capital Management
Bellevue,
Washington
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$21.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.3M |
| 4 |
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$8.43M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.66M |
VV Hedge Fund Activity: Q4 2016 in Review
340 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q4 2016, worth a combined $4.74B — up 10% from $4.3B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new VV positions and 16 closed out — a net gain of 33 holders — while 115 added to existing stakes and 91 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $140M. The largest seller was PNC Financial Services Group, cutting an estimated $24.7M.
- 340 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q4 2016, up from 310 in Q3 2016.
- Funds reported $4.74B of Vanguard Morningstar Large-Cap ETF stock for Q4 2016, up 10% quarter-over-quarter.
- 49 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q4 2016 and 16 closed out, a net change of +33 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $140M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q4 2016 was PNC Financial Services Group, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2016.