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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
JWM
26
JFG Wealth Management
Colorado
$118M +$4.84M +23,759 +4%
CCM
27
Coldstream Capital Management
Washington
$109M -$6.26M -30,719 -5%
VFA
28
Voya Financial Advisors
Connecticut
$108M +$3.07M +15,087 +3%
BFG
29
Bleakley Financial Group
New Jersey
$106M -$44.6M -219,051 -29%
SS
30
Simplicity Solutions
Minnesota
$106M -$44.6M -219,057 -29%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$99.2M +$1.16M +5,702 +1%
S
32
SignatureFD
Georgia
$95.2M -$2.21M -10,873 -2%
WANY
33
Wealthspire Advisors (New York)
New York
$94.3M +$531K +2,605 +0.5%
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$93.8M +$97.6M +479,402 New
MRC
35
Millburn Ridgefield Corp
New York
$91.6M +$8.37M +41,100 +10%
CCA
36
Catalyst Capital Advisors
New York
$91.6M +$8.43M +41,383 +10%
Osaic Holdings
37
Osaic Holdings
Arizona
$86.2M -$17.4M -85,613 -16%
GC
38
Garde Capital
Washington
$85M +$52.1K +256 +0.1%
JJBC
39
James J. Burns & Company
New York
$83.1M +$1.87M +9,176 +2%
HWA
40
Heartwood Wealth Advisors
Virginia
$79.5M +$317K +1,556 +0.4%
CAN
41
Cetera Advisor Networks
California
$79.2M +$8.1M +39,784 +11%
BP
42
Ballentine Partners
Massachusetts
$79M -$94.7K -465 -0.1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$77M +$1.66M +8,175 +2%
Mariner
44
Mariner
Kansas
$71.7M +$1.27M +6,231 +2%
CG
45
Colony Group
Massachusetts
$71.5M -$16.5K -81 -0%
CCM
46
Carlson Capital Management
Minnesota
$69.9M -$600K -2,945 -0.8%
Charles Schwab
47
Charles Schwab
California
$68.7M +$800K +3,927 +1%
BWFA
48
Baltimore-Washington Financial Advisors
Maryland
$67.5M +$203K +996 +0.3%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$66.2M -$1.46M -7,153 -2%
MG
50
MilWealth Group
Wisconsin
$62.8M +$136K +669 +0.2%

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.