Vanguard Morningstar Large-Cap ETF
748 hedge funds and large institutions have $15.8B invested in Vanguard Morningstar Large-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 233 increasing their positions, 233 reducing their positions, and 26 closing their positions.
127% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 26
70% more call options, than puts
Call options by funds: $1.26M | Put options by funds: $743K
11% more capital invested
Capital invested by funds: $14.3B → $15.8B (+$1.54B)
4% more funds holding
Funds holding: 720 → 748 (+28)
0.35% more ownership
Funds ownership: 64.04% → 64.39% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 62 → 62 (0)
0% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 233
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$254M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$165M |
| 3 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$79.2M |
| 4 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$44.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$93M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$42.3M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$35.7M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$33.5M |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$8.3M |
VV Hedge Fund Activity: Q2 2021 in Review
748 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q2 2021, worth a combined $15.8B — up 11% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new VV positions and 26 closed out — a net gain of 33 holders — while 233 added to existing stakes and 233 trimmed.
The largest buyer was Creative Planning, adding an estimated $254M. The largest seller was Voya Financial Advisors, cutting an estimated $93M.
- 748 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q2 2021, up from 720 in Q1 2021.
- Funds reported $15.8B of Vanguard Morningstar Large-Cap ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 59 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q2 2021 and 26 closed out, a net change of +33 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q2 2021 was Creative Planning, an estimated $254M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q2 2021 was Voya Financial Advisors, an estimated $93M sold.
Based on aggregated 13F filings for Q2 2021.