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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
401
Alerus Financial
North Dakota
$1.16M – – –
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$346K +1,709 +43%
PL
403
Plancorp LLC
Missouri
$1.15M – – –
BFG
404
Berger Financial Group
Minnesota
$1.14M -$3.85K -19 -0.3%
SAMT
405
Select Asset Management & Trust
Pennsylvania
$1.1M – – –
RA
406
Rodgers & Associates
Pennsylvania
$1.1M – – –
R
407
Rebalance
California
$1.09M +$1.09M +5,400 New
SWM
408
SeaCrest Wealth Management
New York
$1.09M +$248K +1,221 +30%
HNB
409
Huntington National Bank
Ohio
$1.08M -$856K – –
ACM
410
Advisors Capital Management
New Jersey
$1.08M +$10.8K +53 +1%
TNB
411
Thomasville National Bank
Georgia
$1.07M – – –
AFAS
412
Acorn Financial Advisory Services
Virginia
$1.07M +$608 +3 +0.1%
AWA
413
Arete Wealth Advisors
Illinois
$1.06M -$81.1K -400 -7%
WFA
414
Wellspring Financial Advisors
Ohio
$1.06M +$2.23K +11 +0.2%
OW
415
Olistico Wealth
Oklahoma
$1.06M -$2.03K -10 -0.2%
CA
416
Claro Advisors
Massachusetts
$1.06M +$49.3K +243 +5%
ASN
417
Advisory Services Network
Georgia
$1.05M -$957K -4,719 -48%
SF
418
Summit Financial
New Jersey
$1.05M -$144K -710 -12%
FLPIM
419
F.L. Putnam Investment Management
Massachusetts
$1.04M +$454K +2,239 +77%
PO
420
Private Ocean
California
$1.03M +$1.62K +8 +0.2%
DWP
421
Destiny Wealth Partners
Florida
$1.03M +$64.4K +311 +7%
MAM
422
Mystic Asset Management
Rhode Island
$1.03M -$7.1K -35 -0.7%
VAF
423
Values Added Financial
District of Columbia
$1.03M +$1.03M +5,063 New
IAG
424
Investmark Advisory Group
Connecticut
$1.02M – – –
CFA
425
Cahill Financial Advisors
Minnesota
$1.02M -$31.2K -154 -3%
15 16
17
18 19