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Vanguard Large-Cap ETF
VV

Overview Fund Activity

934 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 333 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
333
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K

Top Buyers

1
AWM
Axxcess Wealth Management
California
$211M
2
Goldman Sachs
Goldman Sachs
New York
$123M
3
Creative Planning
Creative Planning
Kansas
$2.54B
4
BPA
Beacon Pointe Advisors
California
$51M
5
Ameriprise
Ameriprise
Minnesota
$153M

Top Sellers

1
SC
Samlyn Capital
New York
$306M
2
SS
Simplicity Solutions
Minnesota
$106M
3
BFG
Bleakley Financial Group
New Jersey
$106M
4
KCM
Kennicott Capital Management
California
$15.5M
5
Bank of America
Bank of America
North Carolina
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
401
Mosaic Family Wealth Partners
Missouri
$1.15M -$1.39M -7,100 -55%
BFG
402
Berger Financial Group
Minnesota
$1.15M +$48.5K +248 +4%
BLC
403
Brown, Lisle/Cummings
Rhode Island
$1.15M – – –
VCM
404
Versant Capital Management
Arizona
$1.15M +$196 +1 +0%
CAM
405
Clark Asset Management
New Hampshire
$1.14M – – –
DWP
406
Daymark Wealth Partners
Ohio
$1.14M +$1.14M +5,806 New
ACA
407
Anchor Capital Advisors
Massachusetts
$1.13M -$73.4K -375 -6%
TFGT
408
TS Financial Group (TSFG)
Illinois
$1.13M +$979 +5 +0.1%
TP
409
Tranquility Partners
Tennessee
$1.13M +$197K +1,007 +21%
LPT
410
Legacy Private Trust
Wisconsin
$1.13M -$8.22K -42 -0.7%
CFFP
411
Center for Financial Planning
Michigan
$1.13M -$1.37K -7 -0.1%
TNB
412
Thomasville National Bank
Georgia
$1.13M +$92.2K +471 +9%
SWM
413
SeaCrest Wealth Management
New York
$1.12M +$71.8K +367 +7%
AF
414
Alerus Financial
North Dakota
$1.12M – – –
PL
415
Plancorp LLC
Missouri
$1.11M – – –
OPS
416
Orion Portfolio Solutions
Nebraska
$1.07M -$250K -1,279 -19%
BCI
417
Brinker Capital Investments
Pennsylvania
$1.07M -$250K -1,279 -19%
RBFC
418
Roman Butler Fullerton & Co
Missouri
$1.06M +$1.06M +5,377 New
RA
419
Rodgers & Associates
Pennsylvania
$1.06M – – –
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$54.2K -277 -5%
SAMT
421
Select Asset Management & Trust
Pennsylvania
$1.06M -$1.37K -7 -0.1%
R
422
Rebalance
California
$1.06M – – –
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$167K +855 +19%
SCA
424
Snowden Capital Advisors
New York
$1.03M +$125K +640 +14%
AFAS
425
Acorn Financial Advisory Services
Virginia
$1.03M +$783 +4 +0.1%
15 16
17
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