Vanguard Morningstar Large-Cap ETF
608 hedge funds and large institutions have $12.3B invested in Vanguard Morningstar Large-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 200 reducing their positions, and 31 closing their positions.
61% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 31
10% more call options, than puts
Call options by funds: $4.15M | Put options by funds: $3.76M
7% more capital invested
Capital invested by funds: $11.5B → $12.3B (+$832M)
2% more funds holding
Funds holding: 595 → 608 (+13)
10% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 200
1.65% less ownership
Funds ownership: 66.66% → 65% (-1.7%)
11% less funds holding in top 10
Funds holding in top 10: 62 → 55 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.4M |
| 2 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
+$18.9M |
| 3 |
ORIO
Old Republic International (ORI)
Chicago,
Illinois
|
+$12M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$96.9M |
| 2 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$40.9M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$39.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$33M |
| 5 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$30.7M |
VV Hedge Fund Activity: Q3 2020 in Review
608 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q3 2020, worth a combined $12.3B — up 7.3% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VV positions and 31 closed out — a net gain of 19 holders — while 181 added to existing stakes and 200 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $21.4M. The largest seller was Jones Financial Companies, cutting an estimated $96.9M.
- 608 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q3 2020, up from 595 in Q2 2020.
- Funds reported $12.3B of Vanguard Morningstar Large-Cap ETF stock for Q3 2020, up 7.3% quarter-over-quarter.
- 50 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q3 2020 and 31 closed out, a net change of +19 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $21.4M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q3 2020 was Jones Financial Companies, an estimated $96.9M sold.
Based on aggregated 13F filings for Q3 2020.