VV icon

Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,041 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 330 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

1
BL
1
Balentine LLC
Georgia
$250M
2
Charles Schwab
2
Charles Schwab
California
$352M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$256M
4
SW
4
Simplicity Wealth
New Jersey
$140M
5
GM
5
GeoWealth Management
Illinois
$95.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$638M
2
SC
2
Samlyn Capital
New York
$127M
3
CCM
3
Carlson Capital Management
Minnesota
$7.49M
4
Creative Planning
4
Creative Planning
Kansas
$3.08B
5
JJBC
5
James J. Burns & Company
New York
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
326
Aspiriant LLC
California
$2.53M +$1.44K +6 +0.1%
OWP
327
Obermeyer Wealth Partners
Colorado
$2.52M – – –
RC
328
Roundview Capital
New Jersey
$2.5M +$866K +3,614 +53%
CCWA
329
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M -$52.3K -218 -2%
PCM
330
Parsons Capital Management
Rhode Island
$2.49M +$197K +820 +9%
HF
331
HRT Financial
New York
$2.49M +$29.5K +123 +1%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$2.48M -$593K -2,475 -19%
BF
333
Blankinship & Foster
California
$2.47M +$480 +2 +0%
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$2.45M – – –
SFC
335
Strategic Financial Concepts
Texas
$2.4M +$2.4M +10,029 New
GJIA
336
Glass Jacobson Investment Advisors
Maryland
$2.39M +$180K +749 +8%
MFA
337
McClarren Financial Advisors
Pennsylvania
$2.38M +$6.95K +29 +0.3%
AIMC
338
Alley Investment Management Company
Illinois
$2.38M – – –
Neuberger Berman Group
339
Neuberger Berman Group
New York
$2.34M – – –
FA
340
Financial Alternatives
California
$2.33M – – –
MSWMA
341
Market Street Wealth Management Advisors
Indiana
$2.33M -$76.5K -319 -3%
SFA
342
Sequoia Financial Advisors
Ohio
$2.33M +$719 +3 +0%
BFA
343
Bluestem Financial Advisors
Illinois
$2.31M +$6.71K +28 +0.3%
JWCA
344
J.W. Cole Advisors
Florida
$2.28M +$83.9K +350 +4%
SSI
345
Scott & Selber Inc
Texas
$2.28M +$4.08K +17 +0.2%
FAIM
346
Financial Advocates Investment Management
Washington
$2.26M +$2.26M +8,775 New
WWM
347
Wiser Wealth Management
Georgia
$2.26M -$1.2K -5 -0.1%
FFM
348
Forum Financial Management
Illinois
$2.23M -$51.3K -214 -2%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$2.22M +$20.4K +85 +0.9%
AAS
350
Avantax Advisory Services
Texas
$2.22M +$284K +1,186 +15%
12 13
14
15 16