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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 %
AWM
301
Atticus Wealth Management
Florida
$3.59M -$22.9K -87 -0.6%
KFP
302
KMG Fiduciary Partners
Ohio
$3.59M – – –
PWA
303
PCG Wealth Advisors
Kansas
$3.58M +$3.58M +13,611 New
AWM
304
Abound Wealth Management
Tennessee
$3.58M -$229K -870 -6%
MC
305
Mathes Company
New York
$3.54M – – –
EAM
306
Evanson Asset Management
California
$3.5M +$231K +878 +7%
FI
307
Financial Insights
Washington
$3.39M +$3.39M +12,884 New
PP
308
PrairieView Partners
Minnesota
$3.36M -$21.8K -83 -0.6%
HI
309
Human Investing
Oregon
$3.36M -$9.74K -37 -0.3%
SWM
310
SigFig Wealth Management
California
$3.33M -$270K -1,031 -8%
TFCP
311
Twin Focus Capital Partners
Massachusetts
$3.31M +$1.59M +6,050 +93%
WFA
312
Wells Financial Advisors
Massachusetts
$3.3M -$399K -1,509 -11%
SC
313
SouthState Corp
Florida
$3.28M +$22.1K +84 +0.7%
RC
314
Roundview Capital
New Jersey
$3.26M +$49K +186 +2%
KWA
315
Kingswood Wealth Advisors
California
$3.23M +$2.59M +9,822 +400%
PP
316
PDS Planning
Ohio
$3.23M +$4.74K +18 +0.1%
EWA
317
EP Wealth Advisors
California
$3.23M +$119K +453 +4%
PPP
318
Private Portfolio Partners
New Jersey
$3.11M +$3.11M +11,829 New
ATI
319
ARK & TLK Investments
Oklahoma
$3.11M -$9.48K -36 -0.3%
CAS
320
Coppell Advisory Solutions
Texas
$3.07M -$24.4K -93 -0.8%
PFG
321
Pinnacle Financial Group
Illinois
$3.06M -$204K -773 -6%
PFS
322
Prospera Financial Services
Texas
$3.06M -$264 -1 -0%
SSWM
323
Sheets Smith Wealth Management
North Carolina
$3.05M -$65.8K -250 -2%
LSAG
324
Lake Street Advisors Group
New Hampshire
$3.04M +$5.81K +22 +0.2%
AWM
325
AE Wealth Management
Kansas
$3.04M +$2.16M +8,190 +244%
11 12
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