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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 %
NS
351
NBC Securities
Alabama
$2.22M -$75.1K -312 -3%
DC
352
Davenport & Co
Virginia
$2.18M -$15.1K -63 -0.7%
EA
353
Eudaimonia Advisors
Tennessee
$2.17M +$174K +727 +9%
OFG
354
Oxford Financial Group
Indiana
$2.17M – – –
FPTW
355
Franklin, Parlapiano, Turner & Welch
Texas
$2.16M – – –
GPI
356
General Partner Inc
Pennsylvania
$2.16M – – –
BRWA
357
B. Riley Wealth Advisors
Florida
$2.11M +$355K +1,812 +20%
NB
358
Nicolet Bankshares
Wisconsin
$2.11M -$94.2K -393 -4%
YIA
359
YHB Investment Advisors
Connecticut
$2.1M – – –
D
360
Dentgroup
Louisiana
$2.09M +$6.95K +29 +0.3%
FFG
361
Fortem Financial Group
California
$2.05M +$28.8K +120 +1%
CPRC
362
Consolidated Portfolio Review Corp
New York
$2.05M -$91.1K -380 -4%
EAM
363
Evanson Asset Management
California
$2.02M +$5.51K +23 +0.3%
JWM
364
Janiczek Wealth Management
Colorado
$1.97M +$1.27M +5,305 +182%
SSW
365
Stone Summit Wealth
Florida
$1.97M +$4.8K +20 +0.2%
GPWA
366
Great Point Wealth Advisors
Massachusetts
$1.95M -$41K -171 -2%
M&T Bank
367
M&T Bank
New York
$1.95M – – –
KWM
368
Kingsview Wealth Management
Oregon
$1.94M +$121K +504 +7%
PGFC
369
Peapack-Gladstone Financial Corp
New Jersey
$1.94M -$24K -100 -1%
FFS
370
Founders Financial Securities
Maryland
$1.92M +$296K +1,234 +18%
CA
371
Claro Advisors
Massachusetts
$1.92M +$152K +633 +9%
FCH
372
Freestone Capital Holdings
Washington
$1.91M +$35.7K +149 +2%
EWA
373
Exencial Wealth Advisors
Oklahoma
$1.85M -$246K -1,028 -12%
LWL
374
Leo Wealth LLC
Texas
$1.85M +$1.68K +7 +0.1%
BTW
375
Boston Trust Walden
Massachusetts
$1.83M -$7.19K -30 -0.4%
13 14
15
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