Vanguard Morningstar Large-Cap ETF
350 hedge funds and large institutions have $5.28B invested in Vanguard Morningstar 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.
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 → $5.28B (+$538M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$213M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$43.7M |
| 3 |
MSWM
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
+$24M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.1M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13.6M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
-$10.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$8.46M |
| 5 |
KSA
Ken Stern & Associates
San Diego,
California
|
-$6.79M |
VV Hedge Fund Activity: Q1 2017 in Review
350 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q1 2017, worth a combined $5.28B — 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 Morningstar Large-Cap ETF (VV) as of Q1 2017, up from 340 in Q4 2016.
- Funds reported $5.28B of Vanguard Morningstar Large-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
- 32 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q1 2017 and 21 closed out, a net change of +11 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $213M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q1 2017 was Fidelity Investments, an estimated $14.1M sold.
Based on aggregated 13F filings for Q1 2017.