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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,036 hedge funds and large institutions have $24.8B invested in Vanguard Large-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 292 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
15.07%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.37%
New
79
Increased
292
Reduced
315
Closed
72
Calls
$5.74M
Puts
$4.59M
Net Calls
+$1.15M
Net Calls Change
+$60.1M

Top Buyers

1
MAV
Mason & Associates (Virginia)
Virginia
$103M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$190M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$4.28B
4
Charles Schwab
Charles Schwab
California
$436M
5
JJBC
James J. Burns & Company
New York
$141M

Top Sellers

1
W
Wealthquest
Ohio
$169M
2
SC
Samlyn Capital
New York
$205K
3
EF
Empowered Funds
Pennsylvania
$0
4
GA
GFS Advisors
Texas
$974K
5
Bank of America
Bank of America
North Carolina
$771M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
401
EnRich Financial Partners
Wisconsin
$1.59M -$142K -570 -8%
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$1.58M – – –
FFM
403
Forum Financial Management
Illinois
$1.58M -$741K -2,969 -32%
PCA
404
Prosperity Capital Advisors
Ohio
$1.57M +$20.2K +81 +1%
DTC
405
Davidson Trust Company
Washington
$1.56M – – –
QWM
406
Quadcap Wealth Management
Texas
$1.55M – – –
VCP
407
Vista Capital Partners
Oregon
$1.53M -$246K -987 -14%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$1.52M -$101K -406 -6%
BBHC
409
Brown Brothers Harriman & Co
New York
$1.52M – – –
FMC
410
First Merchants Corp
Indiana
$1.52M -$127K -510 -8%
RRA
411
Round Rock Advisors
Connecticut
$1.51M -$306K -1,227 -17%
GWS
412
Glassman Wealth Services
Virginia
$1.51M – – –
GD
413
Grandfield & Dodd
New York
$1.51M – – –
MSF
414
Mustard Seed Financial
Arkansas
$1.5M +$76.9K +308 +5%
MAM
415
Mystic Asset Management
Rhode Island
$1.5M +$120K +482 +9%
Luther King Capital Management (LKCM)
416
Luther King Capital Management (LKCM)
Texas
$1.5M -$1.44M – –
AT
417
Avalon Trust
New Mexico
$1.5M – – –
BFG
418
Berger Financial Group
Minnesota
$1.49M – – –
FG
419
Fairman Group
Pennsylvania
$1.48M -$15K -60 -1%
CWS
420
Cypress Wealth Services
California
$1.48M – – –
CSPAM
421
Cary Street Partners Asset Management
Virginia
$1.48M -$24K -475 -2%
TNB
422
Thomasville National Bank
Georgia
$1.47M +$31.2K +125 +2%
QCM
423
Quantinno Capital Management
New York
$1.46M +$479K +1,919 +49%
BRIA
424
Balanced Rock Investment Advisors
Massachusetts
$1.46M +$68.1K +273 +5%
PS
425
Principal Securities
Iowa
$1.45M +$381K +1,527 +36%
15 16
17
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