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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Market Value Shares Shares
Change 		Shares
Change %
BMCM
251
Bryn Mawr Capital Management
Pennsylvania
$2.96M 15,821 -185 -1%
ML
252
McAdam LLC
Pennsylvania
$2.94M 15,740 +15,740 New
JSW
253
Journey Strategic Wealth
New Jersey
$2.91M 15,601 +6,364 +69%
CCB
254
Country Club Bank
Missouri
$2.86M 15,517 +7,049 +83%
PAS
255
Park Avenue Securities
New York
$2.85M 15,270 +1,582 +12%
FCG
256
Financial Connections Group
California
$2.83M 15,136 -527 -3%
IFA
257
Interactive Financial Advisors
Illinois
$2.82M 15,111 -133 -0.9%
WFA
258
Wells Financial Advisors
Massachusetts
$2.8M 14,983 -36 -0.2%
STA
259
Summit Trail Advisors
New York
$2.8M 14,971 -752 -5%
PIAS
260
PCA Investment Advisory Services
Ohio
$2.76M 14,785 +14,785 New
CF
261
Cantor Fitzgerald
New York
$2.76M 14,765 -324 -2%
RTC
262
Riverview Trust Company
Washington
$2.74M 14,675 – –
AWM
263
Abound Wealth Management
Tennessee
$2.74M 14,647 -65 -0.4%
TWD
264
True Wealth Design
Ohio
$2.73M 14,604 -9 -0.1%
SFMG
265
Sage Financial Management Group
Virginia
$2.71M 14,530 -9,722 -40%
Bessemer Group
266
Bessemer Group
New Jersey
$2.66M 14,260 +1,333 +10%
IF
267
Ironwood Financial
Arizona
$2.65M 14,184 +1,507 +12%
AIS
268
American Investment Services
Massachusetts
$2.62M 15,045 – –
SC
269
SouthState Corp
Florida
$2.54M 13,620 +3 +0%
BWM
270
Baystate Wealth Management
Massachusetts
$2.54M 13,619 -6,255 -31%
Citigroup
271
Citigroup
New York
$2.54M 13,587 -3,608 -21%
B
272
Bridgeworth
Alabama
$2.52M 13,468 -35 -0.3%
BA
273
Bristlecone Advisors
Washington
$2.49M 13,352 -154 -1%
KPWS
274
Kestra Private Wealth Services
Texas
$2.49M 13,305 +4,014 +43%
CSPAM
275
Cary Street Partners Asset Management
Virginia
$2.45M 59,608 +52,781 +773%
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11
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