Vanguard Morningstar Large-Cap ETF
768 hedge funds and large institutions have $16.3B invested in Vanguard Morningstar Large-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 240 increasing their positions, 228 reducing their positions, and 24 closing their positions.
133% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 24
5% more funds holding in top 10
Funds holding in top 10: 62 → 65 (+3)
3% more funds holding
Funds holding: 748 → 768 (+20)
5% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 228
3% more capital invested
Capital invested by funds: $15.8B → $16.3B (+$453M)
0.05% less ownership
Funds ownership: 64.39% → 64.34% (-0.05%)
12% less call options, than puts
Call options by funds: $2.03M | Put options by funds: $2.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
SignatureFD
Atlanta,
Georgia
|
+$138M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$103M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.1M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$35.4M |
| 5 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$101M |
| 2 |
NL
NEPC LLC
Boston,
Massachusetts
|
-$45.6M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$38.9M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$19.2M |
| 5 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$9.95M |
VV Hedge Fund Activity: Q3 2021 in Review
768 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q3 2021, worth a combined $16.3B — up 2.9% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new VV positions and 24 closed out — a net gain of 32 holders — while 240 added to existing stakes and 228 trimmed.
The largest buyer was SignatureFD, adding an estimated $138M. The largest seller was Creative Planning, cutting an estimated $101M.
- 768 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q3 2021, up from 748 in Q2 2021.
- Funds reported $16.3B of Vanguard Morningstar Large-Cap ETF stock for Q3 2021, up 2.9% quarter-over-quarter.
- 56 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q3 2021 and 24 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q3 2021 was SignatureFD, an estimated $138M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q3 2021 was Creative Planning, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2021.