VV icon

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 %
MWM
251
Marietta Wealth Management
Georgia
$5.44M +$84.3K +320 +2%
BDF
252
Black Diamond Financial
Maryland
$5.19M -$49.8K -189 -0.9%
GCA
253
Gradient Capital Advisors
California
$5.12M – – –
FHA
254
Flagship Harbor Advisors
Massachusetts
$5.12M +$5.12M +19,449 New
RFM
255
Royal Fund Management
Florida
$5.11M +$2.66M +10,022 +108%
AIS
256
American Investment Services
Massachusetts
$5.05M +$170K +647 +3%
AQR Capital Management
257
AQR Capital Management
Connecticut
$4.93M +$4.93M +18,721 New
RWM
258
Ritholtz Wealth Management
New York
$4.92M -$1.27M -4,842 -21%
Vontobel Holding
259
Vontobel Holding
Switzerland
$4.83M -$113K -428 -2%
BJL
260
Brighton Jones LLC
Washington
$4.81M -$5.12M -19,448 -52%
PFM
261
Phillips Financial Management
Indiana
$4.76M -$132K -502 -3%
TDWM
262
Topel & Distasi Wealth Management
California
$4.73M -$504K -1,915 -10%
OCM
263
One Capital Management
California
$4.72M +$17.6K +67 +0.4%
AFP
264
Ausdal Financial Partners
Iowa
$4.67M -$66.6K -253 -1%
RTC
265
Riverview Trust Company
Washington
$4.65M – – –
IA
266
IFG Advisory
Georgia
$4.6M -$74.3K -282 -2%
WPC
267
Wedmont Private Capital
Pennsylvania
$4.56M +$26.5K +102 +0.6%
OC
268
Oppenheimer & Co
New York
$4.55M +$296K +1,126 +7%
CHC
269
City Holding Co
West Virginia
$4.54M +$696K +2,644 +18%
IFA
270
Interactive Financial Advisors
Illinois
$4.52M +$88.2K +335 +2%
JWA
271
JFS Wealth Advisors
Pennsylvania
$4.52M +$598K +2,272 +15%
FA
272
Fiducient Advisors
Illinois
$4.42M -$58.6K -222 -1%
BBA
273
BLB&B Advisors
Pennsylvania
$4.41M -$22.9K -87 -0.5%
OCM
274
Objective Capital Management
Ohio
$4.41M +$4.41M +16,737 New
Bessemer Group
275
Bessemer Group
New Jersey
$4.41M +$1.42M +5,400 +48%
9 10
11
12 13