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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
IFA
276
Interactive Financial Advisors
Illinois
$2.7M +$150K +738 +6%
FA
277
FC Advisory
Pennsylvania
$2.68M +$1.21M +5,924 +76%
BA
278
Bristlecone Advisors
Washington
$2.68M +$587K +2,881 +27%
KFP
279
KMG Fiduciary Partners
Ohio
$2.68M -$51.5K -253 -2%
SC
280
SouthState Corp
Florida
$2.67M +$1.02K +5 +0%
MC
281
Mathes Company
New York
$2.63M -$61.1K -300 -2%
Citigroup
282
Citigroup
New York
$2.61M -$100K -491 -4%
PP
283
PrairieView Partners
Minnesota
$2.55M -$562K -2,760 -17%
OC
284
Oppenheimer & Co
New York
$2.54M +$159K +782 +6%
IFG
285
Independent Financial Group
California
$2.46M -$21.4K -105 -0.8%
MG
286
Mather Group
Illinois
$2.46M -$1.85M -9,070 -42%
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$2.45M +$508K +2,495 +25%
TWD
288
True Wealth Design
Ohio
$2.43M -$132K -646 -5%
PFS
289
Prospera Financial Services
Texas
$2.43M +$495K +2,431 +24%
EWA
290
EP Wealth Advisors
California
$2.41M +$2.31M +11,346 +1,141%
CF
291
Cantor Fitzgerald
New York
$2.35M -$466K -2,290 -16%
PPP
292
Private Portfolio Partners
New Jersey
$2.34M +$16.7K +82 +0.7%
MSWMA
293
Market Street Wealth Management Advisors
Indiana
$2.31M +$104K +511 +5%
B
294
Bridgeworth
Alabama
$2.3M -$312K -1,534 -12%
PFG
295
Pinnacle Financial Group
Illinois
$2.25M -$267K -1,311 -10%
NAMP
296
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.24M -$164K -805 -7%
Neuberger Berman Group
297
Neuberger Berman Group
New York
$2.22M +$3.26K +16 +0.1%
Jane Street
298
Jane Street
New York
$2.19M -$4.53M -22,225 -67%
D
299
Dentgroup
Louisiana
$2.13M -$78.2K -384 -3%
Bessemer Group
300
Bessemer Group
New Jersey
$2.13M -$677K -3,323 -23%

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.