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Vanguard Large-Cap ETF

595 hedge funds and large institutions have $11.5B invested in Vanguard Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $445K

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

25% more capital invested

Capital invested by funds: $9.18B → $11.5B (+$2.29B)

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

5% more funds holding

Funds holding: 565595 (+30)

0.42% more ownership

Funds ownership: 66.23%66.66% (+0.42%)

4% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 192

Holders
595
Holders Change
+30
Holders Change %
+5.31%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.27%
New
71
Increased
184
Reduced
192
Closed
38
Calls
$1.19M
Puts
$445K
Net Calls
+$749K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.44B +$210M +1,553,077 +10%
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.54B +$21M +155,317 +1%
Creative Planning
3
Creative Planning
Kansas
$1.01B +$119M +882,835 +14%
Bank of America
4
Bank of America
North Carolina
$536M -$88.9M -657,334 -15%
UBS Group
5
UBS Group
Switzerland
$439M -$22.2M -163,883 -5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$380M -$53M -392,053 -13%
Morgan Stanley
7
Morgan Stanley
New York
$370M -$2.27M -16,762 -0.6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$331M -$11M -81,458 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$300M -$11.2M -83,050 -4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$208M +$51.2M +378,483 +35%
CAW
11
Cornerstone Advisors (Washington)
Washington
$156M +$26M +192,389 +21%
Wells Fargo
12
Wells Fargo
California
$133M +$4.34M +32,078 +4%
Charles Schwab
13
Charles Schwab
California
$132M -$58.7M -434,349 -32%
SBSB
14
Sullivan, Bruyette, Speros & Blaney
Virginia
$118M -$4.05M -29,971 -4%
VFA
15
Voya Financial Advisors
Connecticut
$108M +$16.2M +119,957 +19%
Wealthfront Advisers
16
Wealthfront Advisers
California
$98.3M -$3.28M -24,227 -3%
CCM
17
Coldstream Capital Management
Washington
$97M -$2.68M -19,852 -3%
PAG
18
Private Advisor Group
New Jersey
$97M +$22M +162,899 +32%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$95.9M +$14.8M +109,373 +19%
W
20
Wealthquest
Ohio
$93.8M +$88.6M +655,603 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$90.7M -$4.9M -36,218 -5%
JFGLC
22
Johnson Financial Group LLC (Colorado)
Colorado
$85.1M +$53.1M +392,557 +194%
CCM
23
Carlson Capital Management
Minnesota
$78.5M -$1.64M -12,098 -2%
NB
24
Norinchukin Bank
Japan
$71.5M
TF
25
TIAA FSB
Florida
$68.8M +$532K +3,937 +0.8%