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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 %
SWM
426
Silverlake Wealth Management
Vermont
$1.01M -$8.11K -40 -0.8%
CIC
427
Carnegie Investment Counsel
Ohio
$1.01M +$32.8K +162 +3%
MIAS
428
Mason Investment Advisory Services
Virginia
$1.01M -$62K -306 -6%
CIA
429
Capital Investment Advisors
Georgia
$1.01M -$16.8K -83 -2%
NHC
430
Nicholas Hoffman & Company
Georgia
$997K -$130K -639 -12%
MOS
431
MGO One Seven
Ohio
$992K – – –
William Blair & Company
432
William Blair & Company
Illinois
$986K -$6.08K -30 -0.6%
LDB
433
Lee, Danner & Bass
Tennessee
$980K +$50.7K +250 +5%
CAI
434
Capital Advisors Inc
Oklahoma
$976K +$71.2K +351 +8%
VFIC
435
Valley Forge Investment Consultants
Pennsylvania
$976K +$3.65K +18 +0.4%
TBC
436
Ted Buchan & Co
California
$976K -$19.7K -97 -2%
SPC
437
Sigma Planning Corp
Michigan
$973K -$1.08M -5,316 -53%
BOPW
438
Brandywine Oak Private Wealth
Pennsylvania
$971K – – –
CAMG
439
CWA Asset Management Group
Florida
$966K +$34.1K +168 +4%
TP
440
Tranquility Partners
Tennessee
$964K +$203 +1 +0%
WCA
441
Waypoint Capital Advisors
Minnesota
$962K – – –
SCA
442
Snowden Capital Advisors
New York
$941K -$23.5K -116 -2%
GCMG
443
Gyroscope Capital Management Group
Florida
$932K – – –
VCP
444
Verus Capital Partners
Arizona
$930K -$23.7K -117 -2%
EA
445
Eudaimonia Advisors
Tennessee
$929K +$159K +784 +21%
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$920K -$48K -237 -5%
WA
447
Wealthstream Advisors
New York
$913K +$276K +1,362 +43%
TF
448
Theory Financial
Colorado
$913K +$280K +1,381 +44%
FCM
449
Fortis Capital Management
Washington
$907K -$519K -2,559 -36%
RCAG
450
Rehmann Capital Advisory Group
Michigan
$906K +$165K +816 +22%
16 17
18
19 20