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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
226
Phillips Financial Management
Indiana
$4.29M 21,179 -323 -2%
EWM
227
Evercore Wealth Management
New York
$4.29M 21,147 – –
DWT
228
Dorsey & Whitney Trust
South Dakota
$4.21M 20,743 – –
AP
229
Adero Partners
California
$4.19M 20,649 – –
G
230
Gainplan
Michigan
$4.17M 20,580 +1,025 +5%
GCA
231
Gradient Capital Advisors
California
$4.07M 20,072 +266 +1%
CP
232
Capital Planning
Washington
$4.05M 19,996 +1,837 +10%
BDF
233
Black Diamond Financial
Maryland
$4.05M 19,979 +23 +0.1%
MWM
234
Marietta Wealth Management
Georgia
$4.04M 19,930 -703 -3%
BPA
235
Beacon Pointe Advisors
California
$3.92M 19,357 -382 -2%
IWC
236
Integrated Wealth Concepts
Massachusetts
$3.87M 19,101 +2,527 +15%
BMM
237
Berkshire Money Management
Massachusetts
$3.85M 18,988 -7,633 -29%
BFA
238
Bragg Financial Advisors
North Carolina
$3.85M 18,970 -810 -4%
PAS
239
Park Avenue Securities
New York
$3.84M 18,934 +3,664 +24%
GWP
240
Gateway Wealth Partners
Wisconsin
$3.78M 18,640 +1,890 +11%
IA
241
IFG Advisory
Georgia
$3.78M 18,624 +2,211 +13%
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$3.75M 18,482 -2,516 -12%
BBA
243
BLB&B Advisors
Pennsylvania
$3.72M 18,369 -219 -1%
EWA
244
EP Wealth Advisors
California
$3.69M 994 -3,178,159 -100%
CB
245
Commerce Bank
Missouri
$3.67M 18,115 -2,064 -10%
FHA
246
Flagship Harbor Advisors
Massachusetts
$3.64M 17,947 -424 -2%
OCM
247
One Capital Management
California
$3.61M 17,789 +53 +0.3%
WIM
248
Warwick Investment Management
Texas
$3.6M 17,783 +1,528 +9%
US Bancorp
249
US Bancorp
Minnesota
$3.57M 17,621 -1,224 -6%
WPC
250
Wedmont Private Capital
Pennsylvania
$3.49M 16,986 +4,520 +36%
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