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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OWP
301
Obermeyer Wealth Partners
Colorado
$2.13M 10,504 – –
SW
302
SVB Wealth
Massachusetts
$2.11M 10,395 -863 -8%
CCWA
303
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M 10,393 – –
BFA
304
Beaumont Financial Advisors
Massachusetts
$2.09M 10,307 -285 -3%
BF
305
Blankinship & Foster
California
$2.09M 10,299 -138 -1%
KBFS
306
Kohmann Bosshard Financial Services
Ohio
$2.08M 10,257 – –
CPA
307
Cardiff Park Advisors
California
$2.07M 10,232 +758 +8%
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
$2.05M 10,132 -554 -5%
AIMC
309
Alley Investment Management Company
Illinois
$2.03M 10,009 – –
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$2.03M 10,007 -1,832 -15%
PFS
311
Prospera Financial Services
Texas
$2.02M 9,952 -134 -1%
FAG
312
Fortitude Advisory Group
Washington
$2.01M 9,928 +2,678 +37%
RJT
313
Raymond James Trust
Florida
$1.98M 9,779 +255 +3%
FA
314
Financial Alternatives
California
$1.97M 9,723 -350 -3%
CPRC
315
Consolidated Portfolio Review Corp
New York
$1.96M 9,685 -513 -5%
CWS
316
Cypress Wealth Services
California
$1.96M 9,483 +1 +0%
BFA
317
Bluestem Financial Advisors
Illinois
$1.95M 9,607 -979 -9%
SFA
318
Sequoia Financial Advisors
Ohio
$1.93M 9,542 +2,186 +30%
WWM
319
Wiser Wealth Management
Georgia
$1.93M 9,518 +1 +0%
SSWM
320
Sheets Smith Wealth Management
North Carolina
$1.92M 9,483 -300 -3%
SSI
321
Scott & Selber Inc
Texas
$1.92M 9,454 +18 +0.2%
NB
322
Nicolet Bankshares
Wisconsin
$1.91M 9,419 -424 -4%
YIA
323
YHB Investment Advisors
Connecticut
$1.91M 9,410 +295 +3%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$1.87M 9,225 +200 +2%
BC
325
Bartlett & Co
Ohio
$1.87M 9,225 +200 +2%
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