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Vanguard Large-Cap ETF

1,045 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, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Beaumont Financial Advisors
Massachusetts
$2.54M +$72.5K +317 +3%
AL
327
Aspiriant LLC
California
$2.53M +$1.37K +6 +0.1%
OWP
328
Obermeyer Wealth Partners
Colorado
$2.52M
RC
329
Roundview Capital
New Jersey
$2.5M +$827K +3,614 +53%
CCWA
330
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M -$49.9K -218 -2%
PCM
331
Parsons Capital Management
Rhode Island
$2.49M +$188K +820 +9%
HF
332
HRT Financial
New York
$2.48M +$28.1K +123 +1%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$2.48M -$566K -2,475 -19%
BF
334
Blankinship & Foster
California
$2.47M +$458 +2 +0%
KBFS
335
Kohmann Bosshard Financial Services
Ohio
$2.45M
SFC
336
Strategic Financial Concepts
Texas
$2.4M +$2.29M +10,029 New
GJIA
337
Glass Jacobson Investment Advisors
Maryland
$2.39M +$171K +749 +8%
MFA
338
McClarren Financial Advisors
Pennsylvania
$2.38M +$6.63K +29 +0.3%
AIMC
339
Alley Investment Management Company
Illinois
$2.38M
Neuberger Berman Group
340
Neuberger Berman Group
New York
$2.34M
FA
341
Financial Alternatives
California
$2.33M
MSWMA
342
Market Street Wealth Management Advisors
Indiana
$2.33M -$73K -319 -3%
SFA
343
Sequoia Financial Advisors
Ohio
$2.33M +$686 +3 +0%
BFA
344
Bluestem Financial Advisors
Illinois
$2.31M +$6.41K +28 +0.3%
JWCA
345
J.W. Cole Advisors
Florida
$2.28M +$80.1K +350 +4%
SSI
346
Scott & Selber Inc
Texas
$2.28M +$3.89K +17 +0.2%
FAIM
347
Financial Advocates Investment Management
Washington
$2.26M +$2.01M +8,775 New
WWM
348
Wiser Wealth Management
Georgia
$2.26M -$1.14K -5 -0.1%
FFM
349
Forum Financial Management
Illinois
$2.23M -$49K -214 -2%
BCWM
350
Bartlett & Co Wealth Management
Ohio
$2.22M +$19.4K +85 +0.9%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.