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Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$5.69M +$117K +513 +2%
IB
227
Intrust Bank
Kansas
$5.65M -$622K -2,717 -10%
LSA
228
Lion Street Advisors
Texas
$5.51M
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$5.49M +$2.61M +11,394 +99%
IWC
230
Integrated Wealth Concepts
Massachusetts
$5.38M +$152K +664 +3%
IFS
231
Ifrah Financial Services
Arkansas
$5.35M -$87.9K -384 -2%
MWM
232
Modera Wealth Management
New Jersey
$5.34M -$47.6K -208 -0.9%
GVAG
233
Great Valley Advisor Group
Delaware
$5.34M +$28.1K +123 +0.6%
KCM
234
Kendall Capital Management
Maryland
$5.34M
AP
235
Adero Partners
California
$5.32M
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$5.32M +$580K +2,536 +13%
KAH
237
Kathryn A. Hall
$5.3M
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$5.29M -$255K -1,114 -5%
OFS
239
OneAscent Financial Services
Alabama
$5.21M -$775K -3,388 -14%
PBF
240
Petix & Botte Financial
California
$5.18M +$4.14M +18,110 +519%
RWM
241
Ritholtz Wealth Management
New York
$5.18M +$2.48M +10,852 +101%
PWMAG
242
Pinnacle Wealth Management Advisory Group
New Jersey
$5.15M +$11.4K +50 +0.2%
CTC
243
Central Trust Company
Missouri
$4.99M -$153K -669 -3%
DWT
244
Dorsey & Whitney Trust
South Dakota
$4.97M
MWM
245
Marietta Wealth Management
Georgia
$4.87M +$49.9K +218 +1%
TDWM
246
Topel & Distasi Wealth Management
California
$4.74M -$1.02M -4,437 -18%
GCA
247
Gradient Capital Advisors
California
$4.74M -$76.2K -333 -2%
Vontobel Holding
248
Vontobel Holding
Switzerland
$4.63M -$442K -1,930 -9%
GS
249
GTS Securities
New York
$4.57M +$4.36M +19,041 New
IF
250
Ironwood Financial
Arizona
$4.51M +$27K +118 +0.6%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.