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Vanguard Large-Cap ETF

576 hedge funds and large institutions have $10.4B invested in Vanguard Large-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 26

312% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $414K

15% more funds holding

Funds holding: 500576 (+76)

10% more capital invested

Capital invested by funds: $9.47B → $10.4B (+$932M)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

9% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 158

0.01% more ownership

Funds ownership: 64.03%64.04% (+0.01%)

Holders
576
Holders Change
+76
Holders Change %
+15.2%
% of All Funds
11.35%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
108
Increased
172
Reduced
158
Closed
26
Calls
$1.7M
Puts
$414K
Net Calls
+$1.29M
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.28B +$56.4M +398,482 +3%
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.57B
Creative Planning
3
Creative Planning
Kansas
$681M -$7.57M -53,539 -1%
Bank of America
4
Bank of America
North Carolina
$579M +$11.8M +83,739 +2%
UBS Group
5
UBS Group
Switzerland
$490M -$4.46M -31,554 -0.9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$456M -$5.99M -42,339 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$344M +$699K +4,940 +0.2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$339M -$5.84M -41,298 -2%
Morgan Stanley
9
Morgan Stanley
New York
$326M -$17.8M -125,621 -5%
Wells Fargo
10
Wells Fargo
California
$138M +$8.64M +61,090 +7%
SBSB
11
Sullivan, Bruyette, Speros & Blaney
Virginia
$121M -$883K -6,241 -0.8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$116M +$3.3M +23,316 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$100M +$2.6M +18,401 +3%
CSIA
14
Charles Schwab Investment Advisory
California
$97.1M +$13.4M +94,864 +17%
VFA
15
Voya Financial Advisors
Connecticut
$92.1M +$5.62M +39,747 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$89.4M +$11.1M +78,422 +15%
CCM
17
Coldstream Capital Management
Washington
$89M -$2.97M -21,028 -3%
CCM
18
Carlson Capital Management
Minnesota
$76.9M -$2.22M -15,687 -3%
CCA
19
Catalyst Capital Advisors
New York
$76.6M
MRC
20
Millburn Ridgefield Corp
New York
$76.6M
Wealthfront Advisers
21
Wealthfront Advisers
California
$62.6M -$1.69M -11,923 -3%
LPL Financial
22
LPL Financial
California
$61M -$791K -5,588 -1%
BAAM
23
Baker Avenue Asset Management
California
$60.8M +$7.66M +54,147 +15%
BP
24
Ballentine Partners
Massachusetts
$60M -$459K -3,248 -0.8%
HWA
25
Heartwood Wealth Advisors
Virginia
$60M +$57.4M +405,834 New