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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
426
TS Financial Group (TSFG)
Illinois
$1.52M +$1.32K +5 +0.1%
FIA
427
Foundations Investment Advisors
Arizona
$1.52M +$423K +1,606 +38%
VCM
428
Versant Capital Management
Arizona
$1.52M -$10K -38 -0.7%
BLC
429
Brown, Lisle/Cummings
Rhode Island
$1.52M – – –
TNB
430
Thomasville National Bank
Georgia
$1.51M -$32.9K -125 -2%
CFFP
431
Center for Financial Planning
Michigan
$1.51M +$527 +2 +0%
BRIA
432
Balanced Rock Investment Advisors
Massachusetts
$1.51M -$31.9K -121 -2%
AF
433
Alerus Financial
North Dakota
$1.5M – – –
FG
434
Fairman Group
Pennsylvania
$1.5M -$57.6K -218 -4%
SWM
435
SeaCrest Wealth Management
New York
$1.5M +$80.6K +306 +6%
PL
436
Plancorp LLC
Missouri
$1.5M – – –
SEP
437
Southland Equity Partners
Missouri
$1.49M +$1.49M +5,666 New
CMAI
438
Capital Management Associates Inc
Minnesota
$1.47M – – –
FPAS
439
Focus Partners Advisor Solutions
Missouri
$1.47M +$41.3K +157 +3%
RBFC
440
Roman Butler Fullerton & Co
Missouri
$1.47M -$24K -90 -2%
Luther King Capital Management (LKCM)
441
Luther King Capital Management (LKCM)
Texas
$1.45M -$1.5M – –
OW
442
Olistico Wealth
Oklahoma
$1.44M +$527 +2 +0%
CWM
443
Cahaba Wealth Management
Georgia
$1.44M +$426K +1,619 +42%
SFG
444
Seamount Financial Group
Colorado
$1.44M +$40.8K +155 +3%
CIA
445
Capital Investment Advisors
Georgia
$1.43M +$435K +1,652 +44%
SPC
446
Sigma Planning Corp
Michigan
$1.43M -$9.48K -36 -0.7%
WPW
447
Waldron Private Wealth
Pennsylvania
$1.43M -$15.6K -59 -1%
R
448
Rebalance
California
$1.42M – – –
QWM
449
Quadcap Wealth Management
Texas
$1.42M -$215K -818 -13%
CPIG
450
Chicago Partners Investment Group
Illinois
$1.41M +$3.71K +14 +0.3%
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