Vanguard Morningstar Large-Cap ETF
847 hedge funds and large institutions have $15.6B invested in Vanguard Morningstar Large-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 330 increasing their positions, 226 reducing their positions, and 66 closing their positions.
60% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $1.18M
46% more repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 226
3% more funds holding in top 10
Funds holding in top 10: 76 → 78 (+2)
0.86% more ownership
Funds ownership: 65.48% → 66.33% (+0.86%)
2% less funds holding
Funds holding: 864 → 847 (-17)
12% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 66
13% less capital invested
Capital invested by funds: $18B → $15.6B (-$2.39B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$369M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$143M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$66.9M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$54.7M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Norinchukin Bank
Tokyo,
Japan
|
-$69.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$42.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$36.6M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$34.4M |
| 5 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$24M |
VV Hedge Fund Activity: Q2 2022 in Review
847 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q2 2022, worth a combined $15.6B — down 13% from $18B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of VV and 58 opened new positions — a net loss of 8 holders — while 226 trimmed existing stakes and 330 added.
The largest buyer was Creative Planning, adding an estimated $369M. The largest seller was Norinchukin Bank, exiting entirely with an estimated $69.8M sold.
- 847 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q2 2022, down from 864 in Q1 2022.
- Funds reported $15.6B of Vanguard Morningstar Large-Cap ETF stock for Q2 2022, down 13% quarter-over-quarter.
- 58 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q2 2022 and 66 closed out, a net change of -8 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q2 2022 was Creative Planning, an estimated $369M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q2 2022 was Norinchukin Bank, an estimated $69.8M sold.
Based on aggregated 13F filings for Q2 2022.