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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
AFAS
426
Acorn Financial Advisory Services
Virginia
$1.03M +$815 +4 +0.1%
ACM
427
Advisors Capital Management
New Jersey
$1.03M -$14.9K -73 -1%
OW
428
Olistico Wealth
Oklahoma
$1.02M -$4.89K -24 -0.5%
WFA
429
Wellspring Financial Advisors
Ohio
$1.02M -$7.94K -39 -0.7%
ASN
430
Advisory Services Network
Georgia
$1.01M -$2.65K -13 -0.3%
WI
431
Wintrust Investments
Illinois
$993K +$517K +2,538 +100%
VAF
432
Values Added Financial
District of Columbia
$991K
Financial Engines Advisors
433
Financial Engines Advisors
California
$989K +$461K +2,266 +81%
IAG
434
Investmark Advisory Group
Connecticut
$989K
SAS
435
SMI Advisory Services
Indiana
$988K +$997K +4,894 New
MAM
436
Mystic Asset Management
Rhode Island
$988K -$7.13K -35 -0.7%
CFA
437
Cahill Financial Advisors
Minnesota
$987K +$815 +4 +0.1%
CAI
438
Capital Advisors Inc
Oklahoma
$981K +$40.7K +200 +4%
SQA
439
Simon Quick Advisors
New Jersey
$977K +$1.02M +4,992 New
Citadel Advisors
440
Citadel Advisors
Florida
$966K +$1.01M +4,936 New
William Blair & Company
441
William Blair & Company
Illinois
$964K +$12K +59 +1%
PFA
442
Pathway Financial Advisors
Vermont
$956K +$139K +681 +16%
TBC
443
Ted Buchan & Co
California
$953K +$12.2K +60 +1%
PO
444
Private Ocean
California
$953K -$44.4K -218 -4%
VFIC
445
Valley Forge Investment Consultants
Pennsylvania
$945K +$3.67K +18 +0.4%
SWM
446
Silverlake Wealth Management
Vermont
$939K -$41.1K -202 -4%
BOPW
447
Brandywine Oak Private Wealth
Pennsylvania
$937K
CAMG
448
CWA Asset Management Group
Florida
$933K
MOS
449
MGO One Seven
Ohio
$933K -$25.9K -127 -3%
LDB
450
Lee, Danner & Bass
Tennessee
$924K -$23.4K -115 -2%

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.