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Vanguard Large-Cap ETF

892 hedge funds and large institutions have $17.2B invested in Vanguard Large-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 300 increasing their positions, 254 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 37

18% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 254

15% more capital invested

Capital invested by funds: $15B → $17.2B (+$2.27B)

9% more funds holding in top 10

Funds holding in top 10: 7784 (+7)

9% more funds holding

Funds holding: 821892 (+71)

1.06% more ownership

Funds ownership: 66.3%67.36% (+1.1%)

61% less call options, than puts

Call options by funds: $5.07M | Put options by funds: $12.9M

Holders
892
Holders Change
+71
Holders Change %
+8.65%
% of All Funds
14.34%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.35%
New
134
Increased
300
Reduced
254
Closed
37
Calls
$5.07M
Puts
$12.9M
Net Calls
-$7.8M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.81B -$5.93M -33,804 -0.2%
Creative Planning
2
Creative Planning
Kansas
$2.21B +$71M +404,442 +3%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.14B -$418M -2,382,000 -27%
AWA
4
Arete Wealth Advisors
Illinois
$1.03B -$63.9K -364 -6%
Bank of America
5
Bank of America
North Carolina
$546M -$8.32M -47,411 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$539M +$19M +108,064 +4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$439M +$20.1M +114,424 +5%
Morgan Stanley
8
Morgan Stanley
New York
$421M -$42M -239,256 -9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$367M +$11.6M +66,263 +3%
UBS Group
10
UBS Group
Switzerland
$362M +$39.2M +223,383 +12%
SC
11
Samlyn Capital
New York
$355M -$10.1M -57,850 -3%
PFO
12
Pathstone Family Office
New Jersey
$351M +$1.53M +8,740 +0.4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$312M -$6.58M -37,491 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$227M -$111M -633,586 -33%
JFGLC
15
Johnson Financial Group LLC (Colorado)
Colorado
$219M +$45.6M +259,636 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$180M -$13.6M -77,567 -7%
CAAS
17
Capital Asset Advisory Services
Michigan
$176M +$3.61M +20,600 +2%
Wealthfront Advisers
18
Wealthfront Advisers
California
$172M -$7.7M -43,906 -4%
Wells Fargo
19
Wells Fargo
California
$172M -$12.7M -72,275 -7%
MGIA
20
Moneta Group Investment Advisors
Missouri
$150M +$17.2M +98,213 +14%
W
21
Wealthquest
Ohio
$133M +$4.98M +28,369 +4%
CAM
22
Cresset Asset Management
Illinois
$121M -$17.8M -101,314 -13%
BFG
23
Bleakley Financial Group
New Jersey
$110M +$111M +633,724 New
CCM
24
Coldstream Capital Management
Washington
$110M +$111M +630,241 New
LPL Financial
25
LPL Financial
California
$106M +$3.56M +20,298 +3%

VV Hedge Fund Activity: Q4 2022 in Review

892 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2022, worth a combined $17.2B — up 15% from $15B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new VV positions and 37 closed out — a net gain of 97 holders — while 300 added to existing stakes and 254 trimmed.

The largest buyer was Creative Planning, adding an estimated $71M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $418M.

  • 892 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2022, up from 821 in Q3 2022.
  • Funds reported $17.2B of Vanguard Large-Cap ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 134 funds opened new Vanguard Large-Cap ETF positions in Q4 2022 and 37 closed out, a net change of +97 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2022 was Creative Planning, an estimated $71M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2022 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2022.