Vanguard Morningstar Large-Cap ETF
1,185 hedge funds and large institutions have $26.9B invested in Vanguard Morningstar Large-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 355 increasing their positions, 384 reducing their positions, and 41 closing their positions.
268% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 41
16% more funds holding in top 10
Funds holding in top 10: 94 → 109 (+15)
8% more funds holding
Funds holding: 1,100 → 1,185 (+85)
2% more capital invested
Capital invested by funds: $26.3B → $26.9B (+$599M)
0.5% more ownership
Funds ownership: 68.46% → 68.96% (+0.5%)
5% less call options, than puts
Call options by funds: $10.5M | Put options by funds: $11.1M
8% less repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$45.8M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$45.4M |
| 3 |
Two Sigma Investments
New York
|
+$35.3M |
| 4 |
OHWA
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
+$27.3M |
| 5 |
IC
IEQ Capital
Foster City,
California
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$400M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$29.4M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$22M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$18.2M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
-$11.8M |
VV Hedge Fund Activity: Q4 2024 in Review
1,185 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q4 2024, worth a combined $26.9B — up 2.3% from $26.3B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new VV positions and 41 closed out — a net gain of 110 holders — while 355 added to existing stakes and 384 trimmed.
The largest buyer was Wells Fargo, adding an estimated $45.8M. The largest seller was Jones Financial Companies, cutting an estimated $400M.
- 1,185 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q4 2024, up from 1,100 in Q3 2024.
- Funds reported $26.9B of Vanguard Morningstar Large-Cap ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
- 151 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q4 2024 and 41 closed out, a net change of +110 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q4 2024 was Wells Fargo, an estimated $45.8M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q4 2024 was Jones Financial Companies, an estimated $400M sold.
Based on aggregated 13F filings for Q4 2024.