Vanguard Morningstar Large-Cap ETF
1,038 hedge funds and large institutions have $18.1B invested in Vanguard Morningstar Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 318 increasing their positions, 315 reducing their positions, and 32 closing their positions.
353% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 32
132% more capital inflows, than outflows
Capital inflows: $981M | Capital outflows: $422M
11% more funds holding
Funds holding: 938 → 1,038 (+100)
5% more funds holding in top 10
Funds holding in top 10: 88 → 92 (+4)
1% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 315
0.03% more ownership
Funds ownership: 67.81% → 67.84% (+0.03%)
96% less call options, than puts
Call options by funds: $8.33M | Put options by funds: $221M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$54.2M |
| 2 |
Morgan Stanley
New York
|
+$48.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$44.6M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$29.7M |
| 5 |
James J. Burns & Company
Melville,
New York
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Samlyn Capital
New York
|
-$112M |
| 2 |
Goldman Sachs
New York
|
-$62.4M |
| 3 |
Beacon Pointe Advisors
Newport Beach,
California
|
-$36.8M |
| 4 |
Cresset Asset Management
Chicago,
Illinois
|
-$11M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.7M |
VV Hedge Fund Activity: Q4 2023 in Review
1,038 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q4 2023, worth a combined $18.1B — down 2.2% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new VV positions and 32 closed out — a net gain of 113 holders — while 318 added to existing stakes and 315 trimmed.
The largest buyer was Bank of America, adding an estimated $54.2M. The largest seller was Samlyn Capital, cutting an estimated $112M.
- 1,038 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q4 2023, up from 938 in Q3 2023.
- Funds reported $18.1B of Vanguard Morningstar Large-Cap ETF stock for Q4 2023, down 2.2% quarter-over-quarter.
- 145 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q4 2023 and 32 closed out, a net change of +113 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q4 2023 was Bank of America, an estimated $54.2M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q4 2023 was Samlyn Capital, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2023.