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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 %
HNWAG
451
High Net Worth Advisory Group
Florida
$900K -$30.4K -150 -3%
NCM
452
Next Capital Management
New York
$898K – – –
GWS
453
Glassman Wealth Services
Virginia
$884K -$7.91K -39 -0.9%
GT
454
Greenleaf Trust
Michigan
$873K -$142K -701 -14%
RW
455
REDW Wealth
New Mexico
$870K – – –
SOAG
456
Silver Oak Advisory Group
Oregon
$868K – – –
BCP
457
Berkeley Capital Partners
Georgia
$865K -$16.8K -83 -2%
PWA
458
Physician Wealth Advisors
Utah
$862K +$2.03K +10 +0.2%
RFN
459
Redwood Financial Network
Ohio
$853K -$27.2K -134 -3%
PFA
460
Pathway Financial Advisors
Vermont
$853K – – –
DAS
461
Dynamic Advisor Solutions
Arizona
$852K +$209K +1,029 +32%
CGA
462
Crescent Grove Advisors
Illinois
$849K -$465K -2,293 -35%
UAS
463
United Asset Strategies
New York
$847K +$546K +2,692 +181%
PFG
464
Pacific Financial Group
Washington
$836K -$4.87K -24 -0.6%
ZF
465
Zhang Financial
Michigan
$835K – – –
DJYG
466
David J. Yvars Group
Florida
$832K -$23.9K -118 -3%
CPIG
467
Chicago Partners Investment Group
Illinois
$831K -$5.12M -24,861 -86%
PWM
468
Perigon Wealth Management
California
$824K +$39.5K +195 +5%
AFS
469
Annapolis Financial Services
Maryland
$824K – – –
GF
470
Gries Financial
Ohio
$823K – – –
SBIA
471
Sheaff Brock Investment Advisors
Indiana
$822K – – –
APG
472
Abacus Planning Group
South Carolina
$822K – – –
SC
473
Slow Capital
California
$818K +$25.7K +127 +3%
SL
474
Salomon & Ludwin
Virginia
$808K – – –
FWP
475
FAS Wealth Partners
Kansas
$799K -$76.2K -376 -9%
17 18
19
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