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Vanguard Large-Cap ETF

821 hedge funds and large institutions have $15B invested in Vanguard Large-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 298 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $965K

22% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 245

0.04% less ownership

Funds ownership: 66.33%66.3% (-0.04%)

4% less capital invested

Capital invested by funds: $15.6B → $15B (-$613M)

1% less funds holding in top 10

Funds holding in top 10: 7877 (-1)

3% less funds holding

Funds holding: 847821 (-26)

28% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 54

Holders
821
Holders Change
-26
Holders Change %
-3.07%
% of All Funds
14.14%
Holding in Top 10
77
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.28%
% of All Funds
1.33%
New
39
Increased
298
Reduced
245
Closed
54
Calls
$4.65M
Puts
$965K
Net Calls
+$3.68M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.64B +$23.2M +127,779 +0.8%
Creative Planning
2
Creative Planning
Kansas
$2.01B +$175M +960,709 +9%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.46B -$149M -822,000 -8%
Bank of America
4
Bank of America
North Carolina
$520M -$5.99M -32,924 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$488M +$16.4M +90,483 +3%
Morgan Stanley
6
Morgan Stanley
New York
$434M +$4.15M +22,827 +0.9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$393M +$28.5M +156,861 +7%
SC
8
Samlyn Capital
New York
$343M +$11.5M +63,449 +3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$333M +$2.45M +13,479 +0.7%
PFO
10
Pathstone Family Office
New Jersey
$330M +$178M +981,162 +95%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$317M +$65.4M +359,672 +23%
UBS Group
12
UBS Group
Switzerland
$304M -$2.17M -11,922 -0.6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$299M -$5.7M -31,326 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$181M +$10.3M +56,412 +5%
Wells Fargo
15
Wells Fargo
California
$173M -$1.07M -5,897 -0.6%
Wealthfront Advisers
16
Wealthfront Advisers
California
$169M -$2.04M -11,239 -1%
JFGLC
17
Johnson Financial Group LLC (Colorado)
Colorado
$163M -$24.8M -136,639 -12%
CAAS
18
Capital Asset Advisory Services
Michigan
$161M +$90.4M +497,324 +103%
CAM
19
Cresset Asset Management
Illinois
$131M -$102M -561,312 -41%
W
20
Wealthquest
Ohio
$120M +$13.3M +73,148 +11%
MGIA
21
Moneta Group Investment Advisors
Missouri
$117M -$7.34M -40,384 -5%
BWFA
22
Baltimore-Washington Financial Advisors
Maryland
$100M +$56.1M +308,414 +110%
LPL Financial
23
LPL Financial
California
$96.3M +$2.92M +16,037 +3%
Ameriprise
24
Ameriprise
Minnesota
$93.4M +$4.52M +24,876 +5%
VFA
25
Voya Financial Advisors
Connecticut
$84.1M +$2.54M +13,966 +3%

VV Hedge Fund Activity: Q3 2022 in Review

821 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2022, worth a combined $15B — down 3.9% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of VV and 39 opened new positions — a net loss of 15 holders — while 245 trimmed existing stakes and 298 added.

The largest buyer was Pathstone Family Office, adding an estimated $178M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $149M.

  • 821 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2022, down from 847 in Q2 2022.
  • Funds reported $15B of Vanguard Large-Cap ETF stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 39 funds opened new Vanguard Large-Cap ETF positions in Q3 2022 and 54 closed out, a net change of -15 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2022 was Pathstone Family Office, an estimated $178M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2022 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2022.