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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
376
Clayton Financial Group
Missouri
$2.11M +$967K +3,673 +85%
HWM
377
Howard Wealth Management
Connecticut
$2.08M +$58.5K +222 +3%
EWA
378
Exencial Wealth Advisors
Oklahoma
$2.07M +$181K +688 +10%
EIG
379
Ellenbecker Investment Group
Wisconsin
$2.07M +$20.3K +77 +1%
DC
380
Davenport & Co
Virginia
$2.06M -$257K -975 -11%
FFS
381
Founders Financial Securities
Maryland
$2.06M -$434K -1,648 -17%
SPIA
382
Steward Partners Investment Advisory
New York
$2.04M -$40.3K -153 -2%
BTW
383
Boston Trust Walden
Massachusetts
$2.01M – – –
SF
384
Summit Financial
New Jersey
$1.97M +$735K +2,783 +59%
ANTB
385
AMG National Trust Bank
Colorado
$1.95M +$106K +402 +6%
GPWA
386
Great Point Wealth Advisors
Massachusetts
$1.94M -$135K -514 -7%
QCM
387
Quantinno Capital Management
New York
$1.92M +$381K +1,448 +25%
GCP
388
Gill Capital Partners
Colorado
$1.92M -$1.58K -6 -0.1%
HP
389
Holistic Planning
Texas
$1.89M +$481K +1,825 +34%
CA
390
Claro Advisors
Massachusetts
$1.88M -$263 -1 -0%
SAM
391
Sequent Asset Management
Texas
$1.88M -$1.88M -7,127 -50%
MWPCG
392
Measured Wealth Private Client Group
New Hampshire
$1.87M – – –
SAM
393
S.A. Mason
Michigan
$1.86M -$46.1K -175 -2%
SEIA
394
Signature Estate & Investment Advisors
California
$1.86M +$7.37K +28 +0.4%
IWM
395
IHT Wealth Management
Illinois
$1.85M +$65.3K +248 +4%
PS
396
Principal Securities
Iowa
$1.82M +$286K +1,088 +19%
BCI
397
Brinker Capital Investments
Pennsylvania
$1.8M -$228K -866 -11%
OPS
398
Orion Portfolio Solutions
Nebraska
$1.8M -$228K -866 -11%
Empower Advisory Group
399
Empower Advisory Group
Colorado
$1.75M -$174K -659 -9%
LPT
400
Legacy Private Trust
Wisconsin
$1.73M -$18.4K -70 -1%
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