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Vanguard Large-Cap ETF
VV

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,037 → 1,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 92 → 91 (-1)

1.53% less ownership

Funds ownership: 69.72% → 68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

Rank Fund Capital Flow
1
BL
Balentine LLC
Georgia
+$239M
2
Charles Schwab
Charles Schwab
California
+$205M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$135M
4
SW
Simplicity Wealth
New Jersey
+$133M
5
GM
GeoWealth Management
Illinois
+$90.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$604M
2
SC
Samlyn Capital
New York
-$112M
3
CCM
Carlson Capital Management
Minnesota
-$73.6M
4
OHWA
Oak Hill Wealth Advisors
Virginia
-$58.1M
5
Creative Planning
Creative Planning
Kansas
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$153M +$5.51M +24,069 +4%
JWM
27
JFG Wealth Management
Colorado
$152M +$8.16M +35,667 +6%
VFA
28
Voya Financial Advisors
Connecticut
$140M +$900K +3,933 +0.7%
BFG
29
Bleakley Financial Group
New Jersey
$140M +$4.16M +18,195 +3%
SW
30
Simplicity Wealth
New Jersey
$140M +$133M +581,891 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$131M -$1.48M -6,450 -1%
SC
32
Samlyn Capital
New York
$127M -$112M -487,882 -48%
CCM
33
Coldstream Capital Management
Washington
$123M -$4.41M -19,278 -4%
S
34
SignatureFD
Georgia
$112M -$1.92M -8,385 -2%
WANY
35
Wealthspire Advisors (New York)
New York
$106M -$3.96M -17,310 -4%
CCA
36
Catalyst Capital Advisors
New York
$104M – – –
MRC
37
Millburn Ridgefield Corp
New York
$104M – – –
GC
38
Garde Capital
Washington
$104M +$2.06K +9 +0%
Mariner
39
Mariner
Kansas
$100M +$10.7M +46,682 +13%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$96.5M -$562K -2,457 -0.6%
JJBC
41
James J. Burns & Company
New York
$95.9M -$34.8M -152,186 -27%
GM
42
GeoWealth Management
Illinois
$95.3M +$90.9M +397,398 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$93.9M +$86.9M +379,674 +3,159%
BP
44
Ballentine Partners
Massachusetts
$93.6M -$947K -4,139 -1%
HWA
45
Heartwood Wealth Advisors
Virginia
$90.9M -$7.35M -32,136 -8%
CAN
46
Cetera Advisor Networks
California
$90.5M -$2.68M -11,701 -3%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$90.3M +$403K +1,762 +0.5%
Osaic Holdings
48
Osaic Holdings
Arizona
$89.5M -$10M -43,781 -10%
Goldman Sachs
49
Goldman Sachs
New York
$89M +$10.4M +45,572 +14%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$87.4M +$1.34M +5,869 +2%
1
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3 4 5

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.