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Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EP Wealth Advisors
California
$2.99M +$3.2K +14 +0.1%
WA
302
Win Advisors
Florida
$2.98M +$2.84M +12,434 New
PP
303
PDS Planning
Ohio
$2.98M -$19.2K -84 -0.7%
PFG
304
Pinnacle Financial Group
Illinois
$2.97M -$51.5K -225 -2%
TWD
305
True Wealth Design
Ohio
$2.92M -$32K -140 -1%
PIAS
306
PCA Investment Advisory Services
Ohio
$2.89M +$24.9K +109 +0.9%
QC
307
Quadrature Capital
United Kingdom
$2.88M +$2.75M +12,014 New
SSWM
308
Sheets Smith Wealth Management
North Carolina
$2.86M +$561K +2,450 +26%
ATI
309
ARK & TLK Investments
Oklahoma
$2.85M -$44.8K -196 -2%
CHC
310
City Holding Co
West Virginia
$2.84M +$548K +2,396 +25%
AWMS
311
Advocacy Wealth Management Services
Georgia
$2.8M +$2.68M +11,695 New
PPP
312
Private Portfolio Partners
New Jersey
$2.79M -$63.4K -277 -2%
PFS
313
Prospera Financial Services
Texas
$2.79M -$12.6K -55 -0.5%
CASC
314
Coppell Advisory Solutions Corp
Texas
$2.77M +$2.65M +11,564 New
IFG
315
Independent Financial Group
California
$2.77M -$286K -1,249 -10%
CFIA
316
Cantor Fitzgerald Investment Advisors
New York
$2.76M +$40.3K +176 +2%
NAMP
317
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.74M +$44.6K +195 +2%
Bessemer Group
318
Bessemer Group
New Jersey
$2.72M
BMM
319
Berkshire Money Management
Massachusetts
$2.66M -$756K -3,304 -23%
Lido Advisors
320
Lido Advisors
California
$2.64M +$2.52M +11,005 New
PI
321
PFG Investments
New York
$2.63M +$2.16M +9,461 +629%
LSAG
322
Lake Street Advisors Group
New Hampshire
$2.62M +$98.2K +429 +4%
RJT
323
Raymond James Trust
Florida
$2.6M +$14.9K +65 +0.6%
FAG
324
Fortitude Advisory Group
Washington
$2.59M +$233K +1,019 +10%
BFO
325
Boston Family Office
Massachusetts
$2.59M -$3.2K -14 -0.1%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.