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Vanguard Large-Cap ETF

938 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, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
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
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Merriman Wealth Management
Washington
$1.17M +$204 +1 +0%
MFWP
402
Mosaic Family Wealth Partners
Missouri
$1.15M -$1.45M -7,100 -55%
BFG
403
Berger Financial Group
Minnesota
$1.15M +$50.5K +248 +4%
BLC
404
Brown, Lisle/Cummings
Rhode Island
$1.15M
VCM
405
Versant Capital Management
Arizona
$1.15M +$204 +1 +0%
CAM
406
Clark Asset Management
New Hampshire
$1.14M
DWP
407
Daymark Wealth Partners
Ohio
$1.14M +$1.18M +5,806 New
ACA
408
Anchor Capital Advisors
Massachusetts
$1.13M -$76.4K -375 -6%
TFGT
409
TS Financial Group (TSFG)
Illinois
$1.13M +$1.02K +5 +0.1%
TP
410
Tranquility Partners
Tennessee
$1.13M +$205K +1,007 +21%
LPT
411
Legacy Private Trust
Wisconsin
$1.13M -$8.55K -42 -0.7%
CFFP
412
Center for Financial Planning
Michigan
$1.13M -$1.43K -7 -0.1%
TNB
413
Thomasville National Bank
Georgia
$1.13M +$95.9K +471 +9%
SWM
414
SeaCrest Wealth Management
New York
$1.12M +$74.7K +367 +7%
AF
415
Alerus Financial
North Dakota
$1.12M
PL
416
Plancorp LLC
Missouri
$1.11M
BCI
417
Brinker Capital Investments
Pennsylvania
$1.07M -$260K -1,279 -19%
OPS
418
Orion Portfolio Solutions
Nebraska
$1.07M -$260K -1,279 -19%
RBFC
419
Roman Butler Fullerton & Co
Missouri
$1.06M +$1.1M +5,377 New
RA
420
Rodgers & Associates
Pennsylvania
$1.06M
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$56.4K -277 -5%
SAMT
422
Select Asset Management & Trust
Pennsylvania
$1.06M -$1.43K -7 -0.1%
R
423
Rebalance
California
$1.06M
FMWA
424
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$174K +855 +19%
SCA
425
Snowden Capital Advisors
New York
$1.03M +$130K +640 +14%

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.