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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 %
LWA
276
LWS Wealth Advisors
New Jersey
$2.44M 13,068 -1,275 -9%
PFG
277
Pinnacle Financial Group
Illinois
$2.44M 13,047 -50 -0.4%
MFWP
278
Mosaic Family Wealth Partners
Missouri
$2.43M 13,002 -3,609 -22%
MG
279
Mather Group
Illinois
$2.35M 12,563 -98 -0.8%
WPC
280
Wedmont Private Capital
Pennsylvania
$2.33M 12,466 -972 -7%
KFP
281
KMG Fiduciary Partners
Ohio
$2.3M 12,287 +10,517 +594%
NAMP
282
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.28M 12,185 -801 -6%
OC
283
Oppenheimer & Co
New York
$2.26M 12,102 +1,310 +12%
API
284
Advisor Partners II
California
$2.25M 12,030 +12,030 New
AT
285
Avalon Trust
New Mexico
$2.24M 12,000 +12,000 New
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$2.21M 11,839 -463 -4%
JWCA
287
J.W. Cole Advisors
Florida
$2.19M 11,735 -10,290 -47%
PPP
288
Private Portfolio Partners
New Jersey
$2.18M 11,665 +199 +2%
CASC
289
Coppell Advisory Solutions Corp
Texas
$2.14M 11,617 +370 +3%
CAS
290
Coppell Advisory Solutions
Texas
$2.14M 11,617 +370 +3%
Neuberger Berman Group
291
Neuberger Berman Group
New York
$2.12M 11,351 -417 -4%
MSWMA
292
Market Street Wealth Management Advisors
Indiana
$2.12M 11,336 -526 -4%
SW
293
SVB Wealth
Massachusetts
$2.1M 11,258 +217 +2%
HI
294
Human Investing
Oregon
$2.09M 11,202 -40 -0.4%
BFO
295
Boston Family Office
Massachusetts
$2.04M 10,937 -1,479 -12%
SFC
296
Strategic Financial Concepts
Texas
$2.04M 10,919 +10,919 New
LSAG
297
Lake Street Advisors Group
New Hampshire
$2.01M 10,760 -172 -2%
Cetera Investment Advisers
298
Cetera Investment Advisers
Illinois
$2M 10,686 +268 +3%
GC
299
Garde Capital
Washington
$1.99M 10,628 -70 -0.7%
BFA
300
Beaumont Financial Advisors
Massachusetts
$1.98M 10,592 -438 -4%
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