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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 %
NHC
401
Nicholas Hoffman & Company
Georgia
$1.04M – – –
CFFP
402
Center for Financial Planning
Michigan
$1.03M +$747 +4 +0.1%
RC
403
Roundview Capital
New Jersey
$1.02M +$54K +289 +6%
SAMT
404
Select Asset Management & Trust
Pennsylvania
$1.02M -$1.89M -10,104 -65%
RA
405
Rodgers & Associates
Pennsylvania
$1.01M -$325K -1,742 -24%
BBHC
406
Brown Brothers Harriman & Co
New York
$994K – – –
MIAS
407
Mason Investment Advisory Services
Virginia
$988K – – –
TNB
408
Thomasville National Bank
Georgia
$986K – – –
AFAS
409
Acorn Financial Advisory Services
Virginia
$985K +$35.5K +190 +4%
ACM
410
Advisors Capital Management
New Jersey
$983K +$250K +1,339 +34%
OW
411
Olistico Wealth
Oklahoma
$978K – – –
WFA
412
Wellspring Financial Advisors
Ohio
$975K +$2.24K +12 +0.2%
CFA
413
Cahill Financial Advisors
Minnesota
$971K +$934 +5 +0.1%
MAM
414
Mystic Asset Management
Rhode Island
$956K +$22K +118 +2%
PO
415
Private Ocean
California
$949K +$30.8K +165 +3%
CIA
416
Capital Investment Advisors
Georgia
$945K +$2.06K +11 +0.2%
IAG
417
Investmark Advisory Group
Connecticut
$944K -$620K -3,318 -40%
SWM
418
Silverlake Wealth Management
Vermont
$942K +$187 +1 +0%
GT
419
Greenleaf Trust
Michigan
$936K -$29.7K -159 -3%
PCA
420
Prosperity Capital Advisors
Ohio
$931K +$27.7K +148 +3%
CA
421
Claro Advisors
Massachusetts
$928K +$4.48K +24 +0.5%
OPS
422
Orion Portfolio Solutions
Nebraska
$919K +$643K +3,444 +233%
BCI
423
Brinker Capital Investments
Pennsylvania
$919K +$667K +3,568 +264%
TBC
424
Ted Buchan & Co
California
$917K -$5.79K -31 -0.6%
William Blair & Company
425
William Blair & Company
Illinois
$914K +$232K +1,241 +34%
15 16
17
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