VV icon

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 Holding Trade Value Shares
Change 		Shares
Change %
BRWA
301
B. Riley Wealth Advisors
Florida
$1.98M +$42.2K +226 +2%
BFA
302
Bluestem Financial Advisors
Illinois
$1.98M +$2.06K +11 +0.1%
OWP
303
Obermeyer Wealth Partners
Colorado
$1.96M +$1.66M +8,893 +552%
BF
304
Blankinship & Foster
California
$1.95M +$560 +3 +0%
CCWA
305
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.94M – – –
KBFS
306
Kohmann Bosshard Financial Services
Ohio
$1.92M – – –
CPRC
307
Consolidated Portfolio Review Corp
New York
$1.91M +$1.91M +10,198 New
SPC
308
Sigma Planning Corp
Michigan
$1.89M +$339K +1,815 +22%
PFS
309
Prospera Financial Services
Texas
$1.89M +$19.5K +104 +1%
FA
310
Financial Alternatives
California
$1.88M – – –
AIMC
311
Alley Investment Management Company
Illinois
$1.87M – – –
ASN
312
Advisory Services Network
Georgia
$1.85M +$78.8K +422 +4%
NB
313
Nicolet Bankshares
Wisconsin
$1.84M -$11.8K -63 -0.6%
SSWM
314
Sheets Smith Wealth Management
North Carolina
$1.83M – – –
FFM
315
Forum Financial Management
Illinois
$1.83M +$22.2K +119 +1%
D
316
Dentgroup
Louisiana
$1.8M +$6.16K +33 +0.3%
RJT
317
Raymond James Trust
Florida
$1.78M +$50.4K +270 +3%
WWM
318
Wiser Wealth Management
Georgia
$1.78M -$12.7K -68 -0.7%
CWS
319
Cypress Wealth Services
California
$1.77M +$374 +2 +0%
CG
320
Caprock Group
Idaho
$1.77M -$75.5K -404 -4%
CPA
321
Cardiff Park Advisors
California
$1.77M +$2.8K +15 +0.2%
SSI
322
Scott & Selber Inc
Texas
$1.76M +$18.5K +99 +1%
FA
323
FDx Advisors
Illinois
$1.71M – – –
PP
324
PDS Planning
Ohio
$1.71M -$116K -623 -6%
YIA
325
YHB Investment Advisors
Connecticut
$1.7M -$934 -5 -0.1%
11 12
13
14 15