Vanguard Large-Cap ETF
894 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 276 increasing their positions, 321 reducing their positions, and 49 closing their positions.
488% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $1.92M
37% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 49
21.76% more ownership
Funds ownership: 67.36% → 89.12% (+22%)
5% more capital invested
Capital invested by funds: $17.2B → $18B (+$781M)
0% more funds holding
Funds holding: 892 → 894 (+2)
0% more funds holding in top 10
Funds holding in top 10: 84 → 84 (0)
14% less repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 321
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.07B |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$575M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$131M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$40.4M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$189M |
| 2 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$35M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$30.2M |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$28.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$18.8M |
VV Hedge Fund Activity: Q1 2023 in Review
894 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2023, worth a combined $18B — up 4.5% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new VV positions and 49 closed out — a net gain of 18 holders — while 276 added to existing stakes and 321 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.07B. The largest seller was Pathstone Family Office, cutting an estimated $189M.
- 894 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2023, up from 892 in Q4 2022.
- Funds reported $18B of Vanguard Large-Cap ETF stock for Q1 2023, up 4.5% quarter-over-quarter.
- 67 funds opened new Vanguard Large-Cap ETF positions in Q1 2023 and 49 closed out, a net change of +18 holders.
- The largest Vanguard Large-Cap ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $5.07B added.
- The largest Vanguard Large-Cap ETF seller in Q1 2023 was Pathstone Family Office, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2023.