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Vanguard Large-Cap ETF

414 hedge funds and large institutions have $7.19B invested in Vanguard Large-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

19% more capital invested

Capital invested by funds: $6.05B → $7.19B (+$1.14B)

12% more funds holding

Funds holding: 371414 (+43)

2.87% more ownership

Funds ownership: 59.19%62.06% (+2.9%)

1% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 133

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $797K

Holders
414
Holders Change
+43
Holders Change %
+11.59%
% of All Funds
9.39%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
63
Increased
132
Reduced
133
Closed
16
Calls
$11K
Puts
$797K
Net Calls
-$786K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.95B +$108M +903,927 +6%
CSIA
2
Charles Schwab Investment Advisory
California
$526M +$460M +3,846,229 +871%
Creative Planning
3
Creative Planning
Kansas
$441M -$6.84M -57,248 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$374M -$77.5M -648,367 -18%
UBS Group
5
UBS Group
Switzerland
$338M +$19.1M +159,845 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$323M -$7.11M -59,506 -2%
Bank of America
7
Bank of America
North Carolina
$310M +$4M +33,482 +1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$269M +$7.02M +58,753 +3%
Morgan Stanley
9
Morgan Stanley
New York
$236M +$1.7M +14,222 +0.7%
NMIFOAC
10
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$183M +$178M +1,490,000 New
Wells Fargo
11
Wells Fargo
California
$114M -$1.94M -16,222 -2%
SBSB
12
Sullivan, Bruyette, Speros & Blaney
Virginia
$109M -$449K -3,755 -0.4%
CCM
13
Coldstream Capital Management
Washington
$70M +$188K +1,574 +0.3%
CCA
14
Catalyst Capital Advisors
New York
$69.4M
MRC
15
Millburn Ridgefield Corp
New York
$69.4M
CCM
16
Carlson Capital Management
Minnesota
$67.8M -$1.47M -12,324 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$61.6M +$1.27M +10,598 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$54M +$1.21M +10,147 +2%
BP
19
Ballentine Partners
Massachusetts
$52.7M -$142K -1,185 -0.3%
LPL Financial
20
LPL Financial
California
$45.7M +$3.19M +26,657 +8%
TFA
21
Transamerica Financial Advisors
Florida
$44.8M -$15.5M -130,077 -26%
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$42.4M +$793K +6,637 +2%
PA
23
Parallel Advisors
California
$42.2M -$519K -4,343 -1%
BlackRock
24
BlackRock
New York
$41.1M +$8.24K +69 +0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$39.5M -$829K -6,941 -2%

VV Hedge Fund Activity: Q4 2017 in Review

414 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2017, worth a combined $7.19B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VV positions and 16 closed out — a net gain of 47 holders — while 132 added to existing stakes and 133 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $460M. The largest seller was PNC Financial Services Group, cutting an estimated $77.5M.

  • 414 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2017, up from 371 in Q3 2017.
  • Funds reported $7.19B of Vanguard Large-Cap ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 63 funds opened new Vanguard Large-Cap ETF positions in Q4 2017 and 16 closed out, a net change of +47 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $460M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2017 was PNC Financial Services Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2017.