Vanguard Morningstar Large-Cap ETF
938 hedge funds and large institutions have $18.5B invested in Vanguard Morningstar Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 295 increasing their positions, 335 reducing their positions, and 40 closing their positions.
343% more call options, than puts
Call options by funds: $10M | Put options by funds: $2.25M
105% more capital inflows, than outflows
Capital inflows: $958M | Capital outflows: $468M
43% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 40
6% more funds holding in top 10
Funds holding in top 10: 83 → 88 (+5)
1% more funds holding
Funds holding: 929 → 938 (+9)
0.89% more ownership
Funds ownership: 66.92% → 67.81% (+0.89%)
12% less repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 335
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axxcess Wealth Management
Carlsbad,
California
|
+$220M |
| 2 |
Goldman Sachs
New York
|
+$92.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$65M |
| 4 |
Beacon Pointe Advisors
Newport Beach,
California
|
+$49.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$47.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Samlyn Capital
New York
|
-$121M |
| 2 |
Simplicity Solutions
Minneapolis,
Minnesota
|
-$44.6M |
| 3 |
Bleakley Financial Group
Fairfield,
New Jersey
|
-$44.6M |
| 4 |
Kennicott Capital Management
Corte Madera,
California
|
-$31.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$19.2M |
VV Hedge Fund Activity: Q3 2023 in Review
938 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VV positions and 40 closed out — a net gain of 17 holders — while 295 added to existing stakes and 335 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.
- 938 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q3 2023, up from 929 in Q2 2023.
- Funds reported $18.5B of Vanguard Morningstar Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
- 57 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2023.