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Vanguard Large-Cap ETF
VV

Overview Fund Activity

594 hedge funds and large institutions have $11.5B invested in Vanguard Large-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 183 increasing their positions, 192 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+30
Holders Change %
+5.32%
% of All Funds
12.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.27%
New
71
Increased
183
Reduced
192
Closed
38
Calls
$1.19M
Puts
$445K
Net Calls
+$749K
Net Calls Change
-$142K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$216M
2
Creative Planning
Creative Planning
Kansas
+$126M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$56.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$54.1M
5
TFA
Transamerica Financial Advisors
Florida
+$36.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$94M
2
Osaic Holdings
Osaic Holdings
Arizona
-$84.4M
3
Charles Schwab
Charles Schwab
California
-$62.1M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$56.1M
5
UBS Group
UBS Group
Switzerland
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Modera Wealth Management
New Jersey
$601K – – –
GWS
327
Glassman Wealth Services
Virginia
$597K -$42.2K -295 -7%
PWW
328
Pettyjohn Wood & White
Virginia
$596K +$21.7K +152 +4%
CA
329
Claro Advisors
Massachusetts
$590K +$86.3K +604 +17%
FSWA
330
Financial Synergies Wealth Advisors
Texas
$589K +$153K +1,070 +35%
APG
331
Abacus Planning Group
South Carolina
$588K +$137K +957 +30%
AAS
332
Avantax Advisory Services
Texas
$581K +$15K +105 +3%
CAM
333
Cozad Asset Management
Illinois
$576K +$576K +4,030 New
CHC
334
City Holding Co
West Virginia
$574K – – –
HB
335
Homrich & Berg
Georgia
$563K – – –
GA
336
GFS Advisors
Texas
$558K -$2.22M -15,500 -80%
ASN
337
Advisory Services Network
Georgia
$558K -$42.9K -300 -7%
CIC
338
Carnegie Investment Counsel
Ohio
$558K +$39.1K +273 +8%
CPIG
339
Chicago Partners Investment Group
Illinois
$557K +$2.4K +16 +0.4%
FWP
340
FAS Wealth Partners
Kansas
$551K – – –
TFCP
341
Twin Focus Capital Partners
Massachusetts
$546K +$546K +3,820 New
TNB
342
TCF National Bank
South Dakota
$543K +$543K +4,030 New
PWM
343
Perigon Wealth Management
California
$542K +$29.4K +206 +6%
LWM
344
Liberty Wealth Management
California
$535K -$451K -3,156 -46%
SHGA
345
Sand Hill Global Advisors
California
$535K – – –
RWP
346
RWA Wealth Partners
Massachusetts
$533K – – –
WPW
347
Waldron Private Wealth
Pennsylvania
$532K +$66.8K +468 +14%
MCM
348
Maryland Capital Management
Maryland
$527K -$1.3M -9,070 -71%
BRWA
349
B. Riley Wealth Advisors
Florida
$525K -$859 -6 -0.2%
FA
350
FCG Advisors
New Jersey
$522K -$3.75M -26,246 -88%
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