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Vanguard Large-Cap ETF
VV

350 hedge funds and large institutions have $5.27B invested in Vanguard Large-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $4.74B → $5.27B (+$530M)

9% more funds holding in top 10

Funds holding in top 10: 35 → 38 (+3)

3% more funds holding

Funds holding: 340 → 350 (+10)

1.62% more ownership

Funds ownership: 56.17% → 57.79% (+1.6%)

12% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 120

Holders
350
Holders Change
+10
Holders Change %
+2.94%
% of All Funds
8.71%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.95%
New
32
Increased
106
Reduced
120
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$1.02M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$213M
2
UBS Group
UBS Group
Switzerland
+$43.7M
3
MSWM
Mader & Shannon Wealth Management
Missouri
+$24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
5
FFW
Fusion Family Wealth
New York
+$13M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
Bank of America
Bank of America
North Carolina
-$13.6M
3
MG
Mather Group
Illinois
-$10.5M
4
Creative Planning
Creative Planning
Kansas
-$8.46M
5
KSA
Ken Stern & Associates
California
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.38B +$213M +1,998,633 +18%
Creative Planning
2
Creative Planning
Kansas
$423M -$8.46M -79,374 -2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$382M +$3.37M +31,634 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$310M -$14.1M -132,240 -4%
Bank of America
5
Bank of America
North Carolina
$254M -$13.6M -127,935 -5%
UBS Group
6
UBS Group
Switzerland
$249M +$43.7M +410,222 +22%
Morgan Stanley
7
Morgan Stanley
New York
$217M +$1.16M +10,895 +0.5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$215M +$20.1M +188,129 +10%
Wells Fargo
9
Wells Fargo
California
$115M -$5.39M -50,592 -5%
SBSB
10
Sullivan, Bruyette, Speros & Blaney
Virginia
$112M -$627K -5,883 -0.6%
TFA
11
Transamerica Financial Advisors
Florida
$64.3M -$3.47M -32,531 -5%
CCM
12
Coldstream Capital Management
Washington
$63.1M +$5.61M +52,665 +10%
CCM
13
Carlson Capital Management
Minnesota
$62.6M -$2.02M -18,990 -3%
CCA
14
Catalyst Capital Advisors
New York
$57.8M – – –
MRC
15
Millburn Ridgefield Corp
New York
$57.8M – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$52.6M +$1.55M +14,515 +3%
BP
17
Ballentine Partners
Massachusetts
$48.3M +$213K +1,998 +0.4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$44.4M -$1.2M -11,298 -3%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$42.9M -$465K -4,363 -1%
MG
20
Mather Group
Illinois
$38M -$10.5M -98,460 -22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$37.7M +$1.62M +15,220 +5%
Axa
22
Axa
France
$33.7M -$597K -5,600 -2%
PA
23
Parallel Advisors
California
$33.4M +$3.33M +31,242 +11%
KTC
24
Kistler-Tiffany Companies
Pennsylvania
$32.8M +$180K +1,684 +0.6%
VFP
25
Verus Financial Partners
Virginia
$29.5M -$1.07M -10,012 -4%
1
2 3 4 5

VV Hedge Fund Activity: Q1 2017 in Review

350 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2017, worth a combined $5.27B — up 11% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VV positions and 21 closed out — a net gain of 11 holders — while 106 added to existing stakes and 120 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 350 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2017, up from 340 in Q4 2016.
  • Funds reported $5.27B of Vanguard Large-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Vanguard Large-Cap ETF positions in Q1 2017 and 21 closed out, a net change of +11 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $213M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2017 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2017.