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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
Sanctuary Advisors
Indiana
$6.45M -$586K -2,136 -8%
NEWAS
227
N.E.W. Advisory Services
Wisconsin
$6.43M +$201K +763 +3%
FFA
228
Farther Finance Advisors
California
$6.42M -$73.5K -279 -1%
ST
229
Smithfield Trust
Pennsylvania
$6.37M -$91.1K -346 -1%
LSA
230
Lion Street Advisors
Texas
$6.3M -$579K -2,200 -8%
LPAM
231
Lodestar Private Asset Management
California
$6.21M -$54.5K -207 -0.9%
RWI
232
Red Wave Investments
Pennsylvania
$6.2M -$211K -801 -3%
AWM
233
Avior Wealth Management
Nebraska
$6.1M -$263K -999 -4%
GVAG
234
Great Valley Advisor Group
Delaware
$6.03M +$184K +699 +3%
SAM
235
Sawgrass Asset Management
Florida
$6M – – –
IWC
236
Integrated Wealth Concepts
Massachusetts
$5.98M +$48.7K +185 +0.8%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$5.93M +$107K +410 +2%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$5.91M +$21.3K +81 +0.4%
MG
239
Mather Group
Illinois
$5.86M -$1.21M -4,578 -17%
AP
240
Adero Partners
California
$5.84M – – –
KCM
241
Kendall Capital Management
Maryland
$5.83M – – –
AAS
242
Ameritas Advisory Services
Nebraska
$5.83M +$4.07M +15,470 +232%
KAH
243
Kathryn A. Hall
$5.82M – – –
CJ
244
Caitlin John
Michigan
$5.79M +$251K +912 +5%
PWMAG
245
Pinnacle Wealth Management Advisory Group
New Jersey
$5.74M -$3.95K -15 -0.1%
IF
246
Ironwood Financial
Arizona
$5.72M +$402K +1,526 +8%
IB
247
Intrust Bank
Kansas
$5.66M +$30.5K +116 +0.5%
DWT
248
Dorsey & Whitney Trust
South Dakota
$5.62M -$29.8K -113 -0.5%
IFS
249
Ifrah Financial Services
Arkansas
$5.61M -$55.8K -212 -1%
MWM
250
Modera Wealth Management
New Jersey
$5.56M -$183K -696 -3%
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