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Vanguard Large-Cap ETF

938 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$4.34M -$53K -260 -1%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$4.33M +$514K +2,523 +14%
SFMG
228
Sage Financial Management Group
Virginia
$4.33M +$4.5M +22,104 New
KAH
229
Kathryn A. Hall
$4.32M
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$4.25M -$15.3K -75 -0.3%
CTC
231
Central Trust Company
Missouri
$4.23M -$26.5K -130 -0.6%
G
232
Gainplan
Michigan
$4.2M +$179K +878 +4%
GVAG
233
Great Valley Advisor Group
Delaware
$4.18M -$86.1K -423 -2%
Vontobel Holding
234
Vontobel Holding
Switzerland
$4.13M -$238K -1,171 -5%
DWT
235
Dorsey & Whitney Trust
South Dakota
$4.06M
AP
236
Adero Partners
California
$4.04M
CP
237
Capital Planning
Washington
$4.03M +$123K +603 +3%
SIS
238
Strategic Investment Solutions
Illinois
$4.02M +$3.97M +19,512 +8,410%
BDF
239
Black Diamond Financial
Maryland
$3.91M +$204 +1 +0%
GCA
240
Gradient Capital Advisors
California
$3.91M -$20.2K -99 -0.5%
MWM
241
Marietta Wealth Management
Georgia
$3.88M -$16.5K -81 -0.4%
US Bancorp
242
US Bancorp
Minnesota
$3.79M +$353K +1,733 +10%
BMM
243
Berkshire Money Management
Massachusetts
$3.75M +$37.7K +185 +1%
IWC
244
Integrated Wealth Concepts
Massachusetts
$3.74M -$2.04K -10 -0.1%
WPC
245
Wedmont Private Capital
Pennsylvania
$3.71M +$355K +1,743 +10%
FHA
246
Flagship Harbor Advisors
Massachusetts
$3.66M +$155K +760 +4%
PFM
247
Phillips Financial Management
Indiana
$3.66M -$509K -2,501 -12%
IA
248
IFG Advisory
Georgia
$3.62M -$30.3K -149 -0.8%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$3.6M +$813K +3,992 +28%
WIM
250
Warwick Investment Management
Texas
$3.55M +$68K +334 +2%

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.