Vanguard Morningstar Large-Cap ETF
595 hedge funds and large institutions have $11.5B invested in Vanguard Morningstar Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 184 increasing their positions, 191 reducing their positions, and 38 closing their positions.
168% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $445K
89% more first-time investments, than exits
New positions opened: 72 | 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: 54 → 62 (+8)
5% more funds holding
Funds holding: 564 → 595 (+31)
0.95% more ownership
Funds ownership: 65.7% → 66.66% (+0.95%)
4% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$210M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$119M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
+$53.1M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$51.2M |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$88.9M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$58.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$53M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$22.2M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$20.4M |
VV Hedge Fund Activity: Q2 2020 in Review
595 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q2 2020, worth a combined $11.5B — up 25% from $9.18B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new VV positions and 38 closed out — a net gain of 34 holders — while 184 added to existing stakes and 191 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $88.9M.
- 595 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q2 2020, up from 564 in Q1 2020.
- Funds reported $11.5B of Vanguard Morningstar Large-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
- 72 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q2 2020 and 38 closed out, a net change of +34 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $210M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q2 2020 was Bank of America, an estimated $88.9M sold.
Based on aggregated 13F filings for Q2 2020.