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Vanguard Large-Cap ETF

565 hedge funds and large institutions have $9.18B invested in Vanguard Large-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

2.19% more ownership

Funds ownership: 64.04%66.23% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 179

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

2% less funds holding

Funds holding: 576565 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

12% less capital invested

Capital invested by funds: $10.4B → $9.18B (-$1.23B)

Holders
565
Holders Change
-11
Holders Change %
-1.91%
% of All Funds
12.45%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.19%
New
69
Increased
191
Reduced
179
Closed
70
Calls
$1.8M
Puts
$910K
Net Calls
+$891K
Net Calls Change
-$399K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.87B +$82M +583,712 +4%
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.26B
Creative Planning
3
Creative Planning
Kansas
$729M +$219M +1,555,849 +34%
Bank of America
4
Bank of America
North Carolina
$522M +$68.9M +490,581 +13%
UBS Group
5
UBS Group
Switzerland
$383M -$11.6M -82,517 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$361M -$5.41M -38,473 -1%
Morgan Stanley
7
Morgan Stanley
New York
$308M +$55.9M +397,660 +18%
Vanguard Group
8
Vanguard Group
Pennsylvania
$283M +$8.82M +62,761 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$258M -$15.9M -113,017 -5%
Charles Schwab
10
Charles Schwab
California
$161M +$191M +1,357,361 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$127M +$40.8M +290,364 +37%
Wells Fargo
12
Wells Fargo
California
$107M -$4.42M -31,427 -3%
CAW
13
Cornerstone Advisors (Washington)
Washington
$106M +$124M +882,882 +5,458%
SBSB
14
Sullivan, Bruyette, Speros & Blaney
Virginia
$101M +$5.53M +39,378 +5%
Wealthfront Advisers
15
Wealthfront Advisers
California
$84.3M +$40.5M +288,027 +68%
CCM
16
Coldstream Capital Management
Washington
$82.7M +$13.6M +96,551 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$79.4M -$848K -6,035 -0.9%
VFA
18
Voya Financial Advisors
Connecticut
$78.1M +$3.31M +23,579 +4%
CCM
19
Carlson Capital Management
Minnesota
$70.9M +$3.31M +23,576 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$66.4M -$6.19M -44,090 -7%
PAG
21
Private Advisor Group
New Jersey
$61.1M +$50.5M +359,579 +230%
NB
22
Norinchukin Bank
Japan
$59.3M +$70.3M +500,341 New
TF
23
TIAA FSB
Florida
$56.5M +$38.6M +274,782 +136%
KTC
24
Kistler-Tiffany Companies
Pennsylvania
$56M +$196K +1,393 +0.4%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$51.8M +$4.95M +35,239 +9%

VV Hedge Fund Activity: Q1 2020 in Review

565 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2020, worth a combined $9.18B — down 12% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VV and 69 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 191 added.

The largest buyer was Creative Planning, adding an estimated $219M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $97.1M sold.

  • 565 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2020, down from 576 in Q4 2019.
  • Funds reported $9.18B of Vanguard Large-Cap ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Vanguard Large-Cap ETF positions in Q1 2020 and 70 closed out, a net change of -1 holder.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $219M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $97.1M sold.

Based on aggregated 13F filings for Q1 2020.