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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
BBA
251
BLB&B Advisors
Pennsylvania
$3.5M -$94.5K -464 -3%
BFA
252
Bragg Financial Advisors
North Carolina
$3.49M -$234K -1,147 -6%
OCM
253
One Capital Management
California
$3.48M +$815 +4 +0%
PAS
254
Park Avenue Securities
New York
$3.46M -$250K -1,227 -6%
OCM
255
Objective Capital Management
Ohio
$3.42M +$220K +1,079 +7%
EWM
256
Evercore Wealth Management
New York
$3.36M -$815K -4,000 -19%
AFP
257
Ausdal Financial Partners
Iowa
$3.32M +$2.27M +11,154 +192%
IF
258
Ironwood Financial
Arizona
$3.3M +$298K +1,462 +9%
SWM
259
SigFig Wealth Management
California
$3.23M -$138K -676 -4%
WPW
260
Watershed Private Wealth
Illinois
$3.21M +$15.5K +76 +0.5%
AWM
261
Atticus Wealth Management
Florida
$3.16M -$194K -954 -6%
P
262
Pitcairn
Pennsylvania
$3.15M
BMCM
263
Bryn Mawr Capital Management
Pennsylvania
$3.08M -$145K -710 -4%
AIS
264
American Investment Services
Massachusetts
$3.02M -$13.8K -68 -0.4%
BWM
265
Baystate Wealth Management
Massachusetts
$2.99M +$36.7K +180 +1%
JWA
266
JFS Wealth Advisors
Pennsylvania
$2.99M -$1.99M -9,785 -39%
ML
267
McAdam LLC
Pennsylvania
$2.96M +$9.57K +47 +0.3%
PIAS
268
PCA Investment Advisory Services
Ohio
$2.95M +$59.9K +294 +2%
LWA
269
LWS Wealth Advisors
New Jersey
$2.94M -$2.65K -13 -0.1%
STA
270
Summit Trail Advisors
New York
$2.93M -$9.57K -47 -0.3%
WFA
271
Wells Financial Advisors
Massachusetts
$2.93M -$2.04K -10 -0.1%
RTC
272
Riverview Trust Company
Washington
$2.88M +$5.91K +29 +0.2%
CCB
273
Country Club Bank
Missouri
$2.88M -$177K -869 -6%
AWM
274
Abound Wealth Management
Tennessee
$2.87M +$5.91K +29 +0.2%
Belvedere Trading
275
Belvedere Trading
Illinois
$2.82M +$2.44M +12,000 +503%

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.