Vanguard Morningstar Large-Cap ETF
822 hedge funds and large institutions have $14.8B invested in Vanguard Morningstar Large-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 297 increasing their positions, 246 reducing their positions, and 54 closing their positions.
381% more call options, than puts
Call options by funds: $4.65M | Put options by funds: $965K
26% more capital inflows, than outflows
Capital inflows: $791M | Capital outflows: $629M
21% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 246
0.77% less ownership
Funds ownership: 66.34% → 65.57% (-0.77%)
1% less funds holding in top 10
Funds holding in top 10: 78 → 77 (-1)
3% less funds holding
Funds holding: 848 → 822 (-26)
28% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$175M |
| 2 |
Capital Asset Advisory Services
Williamston,
Michigan
|
+$90.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$65.4M |
| 4 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$56.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$149M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$108M |
| 3 |
Cresset Asset Management
Chicago,
Illinois
|
-$102M |
| 4 |
JFG Wealth Management
Denver,
Colorado
|
-$41.4M |
| 5 |
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$24.8M |
VV Hedge Fund Activity: Q3 2022 in Review
822 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q3 2022, worth a combined $14.8B — down 5% 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 246 trimmed existing stakes and 297 added.
The largest buyer was Creative Planning, adding an estimated $175M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $149M.
- 822 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q3 2022, down from 848 in Q2 2022.
- Funds reported $14.8B of Vanguard Morningstar Large-Cap ETF stock for Q3 2022, down 5% quarter-over-quarter.
- 39 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q3 2022 and 54 closed out, a net change of -15 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q3 2022 was Creative Planning, an estimated $175M added.
- The largest Vanguard Morningstar 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.