Vanguard Morningstar Large-Cap ETF
1,044 hedge funds and large institutions have $24.8B invested in Vanguard Morningstar Large-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 291 increasing their positions, 320 reducing their positions, and 72 closing their positions.
41% more capital inflows, than outflows
Capital inflows: $876M | Capital outflows: $620M
25% more call options, than puts
Call options by funds: $5.74M | Put options by funds: $4.59M
11% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 72
3% more funds holding in top 10
Funds holding in top 10: 91 → 94 (+3)
0% more ownership
Funds ownership: 68.19% → 68.19% (+0%)
0% less funds holding
Funds holding: 1,047 → 1,044 (-3)
9% less repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 320
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mason & Associates (Virginia)
Newport News,
Virginia
|
+$100M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$92M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$81.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$67.1M |
| 5 |
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
+$56.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthquest
Cincinnati,
Ohio
|
-$151M |
| 2 |
Samlyn Capital
New York
|
-$127M |
| 3 |
Empowered Funds
Havertown,
Pennsylvania
|
-$41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.9M |
| 5 |
Goldman Sachs
New York
|
-$19.5M |
VV Hedge Fund Activity: Q2 2024 in Review
1,044 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q2 2024, worth a combined $24.8B — up 5.4% from $23.5B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new VV positions and 72 closed out — a net gain of 8 holders — while 291 added to existing stakes and 320 trimmed.
The largest buyer was Mason & Associates (Virginia), opening a new position worth an estimated $100M. The largest seller was Wealthquest, cutting an estimated $151M.
- 1,044 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q2 2024, down from 1,047 in Q1 2024.
- Funds reported $24.8B of Vanguard Morningstar Large-Cap ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
- 80 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q2 2024 and 72 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q2 2024 was Mason & Associates (Virginia), an estimated $100M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q2 2024 was Wealthquest, an estimated $151M sold.
Based on aggregated 13F filings for Q2 2024.