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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 %
TCG
276
Transcendent Capital Group
Oklahoma
$4.35M -$3.6M -13,666 -45%
WT
277
Washington Trust
Rhode Island
$4.34M – – –
FA
278
FC Advisory
Pennsylvania
$4.33M +$339K +1,289 +9%
P
279
Pitcairn
Pennsylvania
$4.24M – – –
Lido Advisors
280
Lido Advisors
California
$4.22M +$1.1M +4,195 +36%
PP
281
Patron Partners
Texas
$4.2M +$246K +934 +6%
Citigroup
282
Citigroup
New York
$4.18M +$39.2K +149 +0.9%
FW
283
Fairway Wealth
Ohio
$4.17M +$420K +1,595 +11%
WPW
284
Watershed Private Wealth
Illinois
$4.08M -$55.8K -212 -1%
ECA
285
Elevation Capital Advisory
Oregon
$4.03M +$4.03M +15,290 New
PWMG
286
Pioneer Wealth Management Group
Texas
$4.02M -$290K -1,102 -7%
RL
287
Retireful LLC
Michigan
$4M -$4.36M -16,545 -52%
EWM
288
Evercore Wealth Management
New York
$3.99M – – –
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$3.96M +$683K +2,546 +21%
ML
290
McAdam LLC
Pennsylvania
$3.88M -$117K -443 -3%
WSFS
291
Wilmington Savings Fund Society
Delaware
$3.85M +$3.52M +13,382 +1,082%
SF
292
SWP Financial
California
$3.77M -$51.1K -194 -1%
CG
293
Caprock Group
Idaho
$3.77M +$252K +956 +7%
WIM
294
Warwick Investment Management
Texas
$3.76M +$263 +1 +0%
FCG
295
Financial Connections Group
California
$3.73M – – –
CCB
296
Country Club Bank
Missouri
$3.68M +$29.1K +111 +0.8%
BMCM
297
Bryn Mawr Capital Management
Pennsylvania
$3.64M -$2.63K -10 -0.1%
BFA
298
Bragg Financial Advisors
North Carolina
$3.61M -$449K -1,707 -11%
PCM
299
Parsons Capital Management
Rhode Island
$3.6M +$827K +3,141 +30%
MBI
300
May Barnhard Investments
Maryland
$3.6M -$83.5K -317 -2%
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