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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.

Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.27%
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
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Coldstream Capital Management
Washington
$118M 631,639 +1,398 +0.2%
LPL Financial
27
LPL Financial
California
$113M 606,996 -2,179 -0.4%
JWM
28
JFG Wealth Management
Colorado
$108M 580,667 +3,306 +0.6%
Osaic Holdings
29
Osaic Holdings
Arizona
$99.5M 532,425 +42,885 +9%
VFA
30
Voya Financial Advisors
Connecticut
$96.6M 524,151 +24,162 +5%
S
31
SignatureFD
Georgia
$94.3M 504,841 -3,270 -0.6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$93.4M 499,802 -1,333 -0.3%
WANY
33
Wealthspire Advisors (New York)
New York
$90.5M 484,492 +48,204 +11%
Ameriprise
34
Ameriprise
Minnesota
$88.2M 472,044 +17,172 +4%
TF
35
TIAA FSB
Florida
$88.1M 471,566 +4,318 +0.9%
MRC
36
Millburn Ridgefield Corp
New York
$84.6M 452,881 +24,953 +6%
CCA
37
Catalyst Capital Advisors
New York
$84.6M 452,739 +24,892 +6%
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$83.8M 448,465 -19,796 -4%
JJBC
39
James J. Burns & Company
New York
$75.6M 404,630 +98,203 +32%
BP
40
Ballentine Partners
Massachusetts
$75.5M 404,227 -238 -0.1%
HWA
41
Heartwood Wealth Advisors
Virginia
$74.3M 397,990 +15,490 +4%
CAN
42
Cetera Advisor Networks
California
$70.5M 377,334 -5,748 -2%
Mariner
43
Mariner
Kansas
$70.2M 375,842 +14,427 +4%
CCM
44
Carlson Capital Management
Minnesota
$68.1M 364,565 -3,653 -1%
CG
45
Colony Group
Massachusetts
$67.3M 360,285 +4,535 +1%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$65.7M 351,679 -3,568 -1%
EH
47
Equitable Holdings
New York
$65.6M 351,091 +9,201 +3%
AM
48
AGF Management
Ontario, Canada
$60.7M 324,915 -3,548 -1%
MG
49
MilWealth Group
Wisconsin
$60.2M 322,419 -2,121 -0.7%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$59.3M 317,681 +2,820 +0.9%
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