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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
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$254M
3
SS
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
Charles Schwab
California
$134M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$184M
2
FA
Fiducient Advisors
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$554M
4
PWM
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
Creative Planning
Kansas
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
351
Vista Capital Partners
Oregon
$1.39M – – –
AL
352
Aspiriant LLC
California
$1.38M -$24.8K -133 -2%
WAM
353
WealthTrust Asset Management
Florida
$1.38M -$65.4K -350 -5%
SFA
354
Sequoia Financial Advisors
Ohio
$1.37M +$14K +75 +1%
Empower Advisory Group
355
Empower Advisory Group
Colorado
$1.37M +$1.37M +7,319 New
PIFP
356
Partners in Financial Planning
Virginia
$1.37M +$9.9K +53 +0.7%
FAG
357
Fortitude Advisory Group
Washington
$1.35M +$186K +997 +16%
NCMW
358
Northern Capital Management (Washington)
Washington
$1.33M -$1.49K -8 -0.1%
CG
359
Corundum Group
Colorado
$1.33M -$78.5K -420 -6%
GCP
360
Gill Capital Partners
Colorado
$1.32M +$1.49K +8 +0.1%
FCM
361
Fortis Capital Management
Washington
$1.31M -$22.8K -122 -2%
PG
362
Prostatis Group
Maryland
$1.3M +$788K +4,181 +155%
TCOV
363
Trust Company of Vermont
Vermont
$1.3M – – –
EIG
364
Ellenbecker Investment Group
Wisconsin
$1.28M +$1.28M +6,861 New
SEI Investments
365
SEI Investments
Pennsylvania
$1.28M – – –
Lido Advisors
366
Lido Advisors
California
$1.28M +$339K +1,815 +36%
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
$1.23M -$6.45K -35 -0.5%
PP
368
Patron Partners
Texas
$1.23M -$48.6K -260 -4%
ES
369
Eagle Strategies
New York
$1.22M -$331K -1,770 -21%
FCH
370
Freestone Capital Holdings
Washington
$1.21M – – –
CGA
371
Crescent Grove Advisors
Illinois
$1.21M -$101K -540 -8%
HWM
372
Howard Wealth Management
Connecticut
$1.21M -$9.15K -49 -0.8%
BlackRock
373
BlackRock
New York
$1.2M -$763K -4,083 -39%
RWM
374
Revisor Wealth Management
Ohio
$1.2M +$1.2M +6,450 New
KWM
375
Kingsview Wealth Management
Oregon
$1.19M +$72.3K +387 +6%
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