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Vanguard Large-Cap ETF

938 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Bluestem Financial Advisors
Illinois
$1.89M +$5.91K +29 +0.3%
CPRC
327
Consolidated Portfolio Review Corp
New York
$1.87M -$25.9K -127 -1%
KWM
328
Kingsview Wealth Management
Oregon
$1.87M +$338K +1,662 +21%
NS
329
NBC Securities
Alabama
$1.86M +$1.94M +9,518 New
SSWM
330
Sheets Smith Wealth Management
North Carolina
$1.86M
SSI
331
Scott & Selber Inc
Texas
$1.85M +$3.67K +18 +0.2%
WWM
332
Wiser Wealth Management
Georgia
$1.85M -$18.3K -90 -0.9%
NB
333
Nicolet Bankshares
Wisconsin
$1.84M -$1.63K -8 -0.1%
YIA
334
YHB Investment Advisors
Connecticut
$1.84M
PCM
335
Parsons Capital Management
Rhode Island
$1.82M +$157K +771 +9%
SFA
336
Sequoia Financial Advisors
Ohio
$1.79M -$85.5K -420 -4%
GJIA
337
Glass Jacobson Investment Advisors
Maryland
$1.78M +$58.2K +286 +3%
BC
338
Bartlett & Co
Ohio
$1.78M -$22.2K -109 -1%
BCWM
339
Bartlett & Co Wealth Management
Ohio
$1.78M -$22.2K -109 -1%
NFG
340
Nations Financial Group
Iowa
$1.77M +$7.13K +35 +0.4%
FPTW
341
Franklin, Parlapiano, Turner & Welch
Texas
$1.76M
NW
342
NewEdge Wealth
Pennsylvania
$1.75M +$1.82M +8,951 New
GPI
343
General Partner Inc
Pennsylvania
$1.75M
PP
344
PDS Planning
Ohio
$1.74M -$9.98K -49 -0.5%
EWA
345
Exencial Wealth Advisors
Oklahoma
$1.67M -$76.8K -377 -4%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$1.65M -$40.7K -200 -2%
FFG
347
Fortem Financial Group
California
$1.65M
OFG
348
Oxford Financial Group
Indiana
$1.64M +$1.5M +7,352 +700%
EAM
349
Evanson Asset Management
California
$1.64M +$5.09K +25 +0.3%
GPWA
350
Great Point Wealth Advisors
Massachusetts
$1.63M

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.