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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 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, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
226
Modera Wealth Management
New Jersey
$3.87M 20,713 +18 +0.1%
AP
227
Adero Partners
California
$3.86M 20,649 – –
MWM
228
Marietta Wealth Management
Georgia
$3.85M 20,633 -666 -3%
CB
229
Commerce Bank
Missouri
$3.77M 20,179 -8,249 -29%
AWM
230
AE Wealth Management
Kansas
$3.75M 20,095 +6,537 +48%
BDF
231
Black Diamond Financial
Maryland
$3.73M 19,956 +41 +0.2%
GCA
232
Gradient Capital Advisors
California
$3.7M 19,806 +114 +0.6%
BFA
233
Bragg Financial Advisors
North Carolina
$3.7M 19,780 -613 -3%
BPA
234
Beacon Pointe Advisors
California
$3.69M 19,739 -769 -4%
G
235
Gainplan
Michigan
$3.65M 19,555 +1,307 +7%
US Bancorp
236
US Bancorp
Minnesota
$3.52M 18,845 -934 -5%
BBA
237
BLB&B Advisors
Pennsylvania
$3.47M 18,588 -72 -0.4%
FHA
238
Flagship Harbor Advisors
Massachusetts
$3.43M 18,371 +2,859 +18%
CP
239
Capital Planning
Washington
$3.39M 18,159 +2,301 +15%
OCM
240
Objective Capital Management
Ohio
$3.36M 17,987 +4 +0%
SWM
241
SigFig Wealth Management
California
$3.36M 17,987 +2,507 +16%
OCM
242
One Capital Management
California
$3.31M 17,736 +2,303 +15%
SLT
243
St Louis Trust
Missouri
$3.28M 17,553 -36,509 -68%
AWM
244
Atticus Wealth Management
Florida
$3.22M 17,245 -1,002 -5%
GWP
245
Gateway Wealth Partners
Wisconsin
$3.13M 16,750 +1,739 +12%
WPW
246
Watershed Private Wealth
Illinois
$3.11M 16,627 +1,703 +11%
IWC
247
Integrated Wealth Concepts
Massachusetts
$3.1M 16,574 +313 +2%
IA
248
IFG Advisory
Georgia
$3.07M 16,413 -186 -1%
WIM
249
Warwick Investment Management
Texas
$3.04M 16,255 +3,482 +27%
PP
250
PrairieView Partners
Minnesota
$2.99M 16,019 -291 -2%
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