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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 %
FFM
326
Forum Financial Management
Illinois
$1.85M 9,147 -628 -6%
NFG
327
Nations Financial Group
Iowa
$1.83M 9,030 +20 +0.2%
FPTW
328
Franklin, Parlapiano, Turner & Welch
Texas
$1.83M 9,015 – –
GPI
329
General Partner Inc
Pennsylvania
$1.82M 9,000 – –
PP
330
PDS Planning
Ohio
$1.81M 8,949 -188 -2%
EWA
331
Exencial Wealth Advisors
Oklahoma
$1.81M 8,908 +8,908 New
GJIA
332
Glass Jacobson Investment Advisors
Maryland
$1.79M 8,833 +8,833 New
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$1.75M 8,646 +13 +0.2%
PCM
334
Parsons Capital Management
Rhode Island
$1.73M 8,539 +602 +8%
FFG
335
Fortem Financial Group
California
$1.71M 8,435 – –
EAM
336
Evanson Asset Management
California
$1.69M 8,344 +24 +0.3%
GPWA
337
Great Point Wealth Advisors
Massachusetts
$1.69M 8,319 – –
SSW
338
Stone Summit Wealth
Florida
$1.67M 8,249 -57 -0.7%
MFA
339
McClarren Financial Advisors
Pennsylvania
$1.67M 8,228 +35 +0.4%
M&T Bank
340
M&T Bank
New York
$1.65M 8,127 -46 -0.6%
CIAS
341
Capital Investment Advisory Services
North Carolina
$1.61M 7,923 -52 -0.7%
KWM
342
Kingsview Wealth Management
Oregon
$1.6M 7,895 +1,519 +24%
Empower Advisory Group
343
Empower Advisory Group
Colorado
$1.59M 7,836 +517 +7%
FA
344
FC Advisory
Pennsylvania
$1.58M 7,796 +1,846 +31%
API
345
Advisor Partners II
California
$1.57M 7,729 -4,301 -36%
BTW
346
Boston Trust Walden
Massachusetts
$1.56M 7,675 – –
AAS
347
Avantax Advisory Services
Texas
$1.55M 7,659 -29 -0.4%
MWPCG
348
Measured Wealth Private Client Group
New Hampshire
$1.55M 7,654 – –
FMC
349
First Merchants Corp
Indiana
$1.51M 7,457 -443 -6%
VCP
350
Vista Capital Partners
Oregon
$1.51M 7,445 – –
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