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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.

New
Increased
Maintained
Reduced
Closed
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 %
CPFP
326
Clear Perspectives Financial Planning
Ohio
$1.69M -$174K -930 -9%
BC
327
Bartlett & Co
Ohio
$1.69M -$146K -783 -8%
BCWM
328
Bartlett & Co Wealth Management
Ohio
$1.69M -$146K -783 -8%
FPTW
329
Franklin, Parlapiano, Turner & Welch
Texas
$1.68M – – –
NFG
330
Nations Financial Group
Iowa
$1.68M -$23K -123 -1%
GPI
331
General Partner Inc
Pennsylvania
$1.68M – – –
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$1.61M -$932 -5 -0.1%
FFG
333
Fortem Financial Group
California
$1.58M – – –
EAM
334
Evanson Asset Management
California
$1.55M +$4.67K +25 +0.3%
GPWA
335
Great Point Wealth Advisors
Massachusetts
$1.55M – – –
SSW
336
Stone Summit Wealth
Florida
$1.55M – – –
M&T Bank
337
M&T Bank
New York
$1.53M -$2.8K -15 -0.2%
MFA
338
McClarren Financial Advisors
Pennsylvania
$1.53M +$132K +711 +10%
ACA
339
Aptus Capital Advisors
Alabama
$1.51M +$816K +4,367 +117%
RRA
340
Round Rock Advisors
Connecticut
$1.51M -$70.2K -376 -4%
CIAS
341
Capital Investment Advisory Services
North Carolina
$1.49M -$10.3K -55 -0.7%
PCM
342
Parsons Capital Management
Rhode Island
$1.48M +$276K +1,480 +23%
FMC
343
First Merchants Corp
Indiana
$1.48M -$68.7K -368 -4%
Brown Advisory
344
Brown Advisory
Maryland
$1.47M -$321K -1,718 -18%
AAS
345
Avantax Advisory Services
Texas
$1.44M +$117K +625 +9%
BTW
346
Boston Trust Walden
Massachusetts
$1.43M – – –
MWPCG
347
Measured Wealth Private Client Group
New Hampshire
$1.43M – – –
CBFP
348
Cedar Brook Financial Partners
Ohio
$1.4M +$187 +1 +0%
LA
349
Legacy Advisors
Pennsylvania
$1.39M – – –
SAM
350
S.A. Mason
Michigan
$1.39M – – –
12 13
14
15 16