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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,041 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, 330 reducing their positions, and 60 closing their positions.

Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

1
BL
1
Balentine LLC
Georgia
$250M
2
Charles Schwab
2
Charles Schwab
California
$352M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$256M
4
SW
4
Simplicity Wealth
New Jersey
$140M
5
GM
5
GeoWealth Management
Illinois
$95.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$638M
2
SC
2
Samlyn Capital
New York
$127M
3
CCM
3
Carlson Capital Management
Minnesota
$7.49M
4
OHWA
4
Oak Hill Wealth Advisors
Virginia
$0
5
Creative Planning
5
Creative Planning
Kansas
$3.08B
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$5.69M 23,713 +513 +2%
IB
227
Intrust Bank
Kansas
$5.65M 23,575 -2,717 -10%
LSA
228
Lion Street Advisors
Texas
$5.51M 25,241 – –
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$5.49M 22,879 +11,394 +99%
IWC
230
Integrated Wealth Concepts
Massachusetts
$5.38M 22,453 +664 +3%
IFS
231
Ifrah Financial Services
Arkansas
$5.35M 22,312 -384 -2%
MWM
232
Modera Wealth Management
New Jersey
$5.34M 22,286 -208 -0.9%
GVAG
233
Great Valley Advisor Group
Delaware
$5.34M 22,276 +123 +0.6%
KCM
234
Kendall Capital Management
Maryland
$5.34M 22,263 – –
AP
235
Adero Partners
California
$5.32M 22,179 – –
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$5.32M 22,169 +2,536 +13%
KAH
237
Kathryn A. Hall
$5.3M 22,100 – –
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$5.29M 22,014 -1,114 -5%
OFS
239
OneAscent Financial Services
Alabama
$5.21M 21,708 -3,388 -14%
PBF
240
Petix & Botte Financial
California
$5.18M 21,598 +18,110 +519%
RWM
241
Ritholtz Wealth Management
New York
$5.18M 21,597 +10,852 +101%
PWMAG
242
Pinnacle Wealth Management Advisory Group
New Jersey
$5.15M 21,463 +50 +0.2%
CTC
243
Central Trust Company
Missouri
$4.99M 20,806 -669 -3%
DWT
244
Dorsey & Whitney Trust
South Dakota
$4.97M 20,741 – –
MWM
245
Marietta Wealth Management
Georgia
$4.87M 20,317 +218 +1%
TDWM
246
Topel & Distasi Wealth Management
California
$4.74M 19,782 -4,437 -18%
GCA
247
Gradient Capital Advisors
California
$4.74M 19,781 -333 -2%
Vontobel Holding
248
Vontobel Holding
Switzerland
$4.63M 19,298 -1,930 -9%
GS
249
GTS Securities
New York
$4.57M 19,041 +19,041 New
IF
250
Ironwood Financial
Arizona
$4.51M 18,813 +118 +0.6%
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