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Vanguard Large-Cap ETF

450 hedge funds and large institutions have $8.79B invested in Vanguard Large-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 144 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $367K

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

5% more capital invested

Capital invested by funds: $8.34B → $8.79B (+$451M)

5% more funds holding

Funds holding: 427450 (+23)

1.85% less ownership

Funds ownership: 66.46%64.61% (-1.8%)

2% less funds holding in top 10

Funds holding in top 10: 4140 (-1)

23% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 144

Holders
450
Holders Change
+23
Holders Change %
+5.39%
% of All Funds
10.29%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.91%
New
42
Increased
111
Reduced
144
Closed
17
Calls
$1.23M
Puts
$367K
Net Calls
+$861K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.06B -$213M -1,626,615 -10%
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.37B +$71.4M +545,000 +6%
Creative Planning
3
Creative Planning
Kansas
$489M -$10.4M -79,143 -2%
UBS Group
4
UBS Group
Switzerland
$431M -$6.34M -48,381 -1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$394M +$2.2M +16,832 +0.6%
Bank of America
6
Bank of America
North Carolina
$361M +$13M +99,481 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$321M -$6.15M -46,940 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$313M +$1.68M +12,805 +0.5%
Morgan Stanley
9
Morgan Stanley
New York
$266M +$3.52M +26,855 +1%
CSIA
10
Charles Schwab Investment Advisory
California
$261M -$5.58M -42,635 -2%
Wells Fargo
11
Wells Fargo
California
$134M +$2.06M +15,707 +2%
SBSB
12
Sullivan, Bruyette, Speros & Blaney
Virginia
$113M -$2.8M -21,367 -2%
CCM
13
Coldstream Capital Management
Washington
$82.5M +$781K +5,964 +1%
Deutsche Bank
14
Deutsche Bank
Germany
$80.1M
CCA
15
Catalyst Capital Advisors
New York
$79.9M
MRC
16
Millburn Ridgefield Corp
New York
$79.9M
CCM
17
Carlson Capital Management
Minnesota
$70M -$1.88M -14,360 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$65.4M +$1.09M +8,349 +2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$64.5M +$2.07M +15,804 +3%
VFA
20
Voya Financial Advisors
Connecticut
$57.2M +$6.23M +47,547 +13%
FA
21
FDx Advisors
Illinois
$57.1M +$6.1M +46,560 +12%
BP
22
Ballentine Partners
Massachusetts
$55.4M -$458K -3,499 -0.8%
LPL Financial
23
LPL Financial
California
$51.2M +$1.45M +11,077 +3%
Ameriprise
24
Ameriprise
Minnesota
$49M +$8.2M +62,604 +21%
KTC
25
Kistler-Tiffany Companies
Pennsylvania
$44.3M +$967K +7,384 +2%

VV Hedge Fund Activity: Q3 2018 in Review

450 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2018, worth a combined $8.79B — up 5.4% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VV positions and 17 closed out — a net gain of 25 holders — while 111 added to existing stakes and 144 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $71.4M. The largest seller was Jones Financial Companies, cutting an estimated $213M.

  • 450 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2018, up from 427 in Q2 2018.
  • Funds reported $8.79B of Vanguard Large-Cap ETF stock for Q3 2018, up 5.4% quarter-over-quarter.
  • 42 funds opened new Vanguard Large-Cap ETF positions in Q3 2018 and 17 closed out, a net change of +25 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $71.4M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2018 was Jones Financial Companies, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2018.