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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$788M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$242M
3
SS
Simplicity Solutions
Minnesota
+$134M
4
Charles Schwab
Charles Schwab
California
+$41.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$32M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$193M
2
FA
Fiducient Advisors
Illinois
-$35M
3
Bank of America
Bank of America
North Carolina
-$31M
4
PWM
PRW Wealth Management
Massachusetts
-$29.8M
5
Creative Planning
Creative Planning
Kansas
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
451
Berkeley Capital Partners
Georgia
$813K -$43.7K -234 -5%
RFN
452
Redwood Financial Network
Ohio
$811K -$148K -792 -15%
FWP
453
FAS Wealth Partners
Kansas
$806K -$30.6K -164 -4%
RW
454
REDW Wealth
New Mexico
$802K – – –
SOAG
455
Silver Oak Advisory Group
Oregon
$800K – – –
PWA
456
Physician Wealth Advisors
Utah
$800K -$11.9K -63 -1%
DJYG
457
David J. Yvars Group
Florida
$789K -$12.7K -68 -2%
BAM
458
Belpointe Asset Management
Nevada
$788K -$621K -3,325 -44%
Wolverine Trading
459
Wolverine Trading
Illinois
$787K +$787K +4,268 New
PFA
460
Pathway Financial Advisors
Vermont
$786K – – –
PFG
461
Pacific Financial Group
Washington
$775K – – –
SWM
462
SeaCrest Wealth Management
New York
$773K -$5.23K -28 -0.7%
ZF
463
Zhang Financial
Michigan
$769K +$149K +798 +24%
AFS
464
Annapolis Financial Services
Maryland
$759K -$5.6K -30 -0.7%
GF
465
Gries Financial
Ohio
$758K – – –
SBIA
466
Sheaff Brock Investment Advisors
Indiana
$757K -$1.31K -7 -0.2%
APG
467
Abacus Planning Group
South Carolina
$757K – – –
AMM
468
American Money Management
California
$745K +$1.12K +6 +0.2%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$745K +$233K +1,248 +46%
SL
470
Salomon & Ludwin
Virginia
$745K – – –
SC
471
Slow Capital
California
$730K +$57.3K +307 +9%
CAC
472
Certified Advisory Corp
Florida
$729K -$407K -2,179 -36%
GA
473
GFS Advisors
Texas
$729K – – –
PWM
474
Perigon Wealth Management
California
$723K -$86.9K -465 -11%
CWM
475
Cahaba Wealth Management
Georgia
$718K -$170K -910 -19%
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19
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