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Vanguard Large-Cap ETF

699 hedge funds and large institutions have $14.1B invested in Vanguard Large-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 208 increasing their positions, 208 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

521% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 19

98% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $984K

16% more funds holding in top 10

Funds holding in top 10: 5564 (+9)

15% more funds holding

Funds holding: 608699 (+91)

14% more capital invested

Capital invested by funds: $12.3B → $14.1B (+$1.75B)

1.04% more ownership

Funds ownership: 65%66.05% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 208

Holders
699
Holders Change
+91
Holders Change %
+14.97%
% of All Funds
12.37%
Holding in Top 10
64
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.36%
% of All Funds
1.13%
New
118
Increased
208
Reduced
208
Closed
19
Calls
$1.95M
Puts
$984K
Net Calls
+$964K
Net Calls Change
+$574K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.92B -$49.9M -300,171 -2%
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.89B
Creative Planning
3
Creative Planning
Kansas
$1.27B +$18.8M +113,200 +2%
Bank of America
4
Bank of America
North Carolina
$602M -$18.7M -112,830 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$441M -$8.01M -48,219 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$440M +$37.6M +226,487 +10%
Morgan Stanley
7
Morgan Stanley
New York
$428M -$1.1M -6,651 -0.3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$354M -$8.81M -53,049 -3%
UBS Group
9
UBS Group
Switzerland
$343M -$171M -1,030,090 -35%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$286M +$16.7M +100,349 +7%
SC
11
Samlyn Capital
New York
$251M +$237M +1,428,897 New
PFO
12
Pathstone Family Office
New Jersey
$182M +$172M +1,034,076 New
Wells Fargo
13
Wells Fargo
California
$177M +$4.54M +27,339 +3%
Charles Schwab
14
Charles Schwab
California
$165M +$2.02M +12,174 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$149M +$12.5M +75,264 +10%
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$141M -$1.56M -9,378 -1%
PAG
17
Private Advisor Group
New Jersey
$139M +$16.8M +101,183 +15%
VFA
18
Voya Financial Advisors
Connecticut
$130M +$1.83M +10,991 +2%
JFGLC
19
Johnson Financial Group LLC (Colorado)
Colorado
$119M +$18.3M +110,075 +19%
W
20
Wealthquest
Ohio
$116M +$778K +4,682 +0.7%
CCM
21
Coldstream Capital Management
Washington
$109M -$3.04M -18,299 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$108M +$7.16M +43,097 +8%
Wealthfront Advisers
23
Wealthfront Advisers
California
$105M -$8.84M -53,218 -8%
Ameriprise
24
Ameriprise
Minnesota
$96.3M +$22.7M +136,859 +33%
CCM
25
Carlson Capital Management
Minnesota
$85.1M -$4.71M -28,359 -6%

VV Hedge Fund Activity: Q4 2020 in Review

699 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2020, worth a combined $14.1B — up 14% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VV positions and 19 closed out — a net gain of 99 holders — while 208 added to existing stakes and 208 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $237M. The largest seller was UBS Group, cutting an estimated $171M.

  • 699 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2020, up from 608 in Q3 2020.
  • Funds reported $14.1B of Vanguard Large-Cap ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 118 funds opened new Vanguard Large-Cap ETF positions in Q4 2020 and 19 closed out, a net change of +99 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2020 was Samlyn Capital, an estimated $237M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2020 was UBS Group, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2020.