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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 %
BLC
476
Brown, Lisle/Cummings
Rhode Island
$715K +$715K +3,830 New
FOFP
477
Fee-Only Financial Planning
South Carolina
$713K – – –
MWM
478
Meridian Wealth Management
Kentucky
$713K +$43.7K +234 +7%
EA
479
Eudaimonia Advisors
Tennessee
$710K -$25K -134 -3%
BIA
480
Bell Investment Advisors
California
$709K +$1.31K +7 +0.2%
CIA
481
Choate Investment Advisors
Massachusetts
$707K – – –
CWA
482
Core Wealth Advisors
Florida
$706K – – –
EFS
483
Essex Financial Services
Connecticut
$702K +$374 +2 +0.1%
Financial Engines Advisors
484
Financial Engines Advisors
California
$699K +$178K +952 +34%
ICP
485
Interchange Capital Partners
Pennsylvania
$696K +$37.8K +202 +6%
GRP
486
Global Retirement Partners
California
$690K -$87.8K -472 -11%
SHGA
487
Sand Hill Global Advisors
California
$689K – – –
LWM
488
Liberty Wealth Management
California
$689K +$689K +3,688 New
VF
489
VitalStone Financial
Texas
$688K +$19K +86 +3%
IWM
490
Iams Wealth Management
Nebraska
$688K +$688K +3,732 New
VHAM
491
Van Hulzen Asset Management
California
$685K +$125K +667 +22%
MCM
492
Morton Capital Management
California
$683K -$88.5K -474 -11%
RCAG
493
Rehmann Capital Advisory Group
Michigan
$682K +$11K +59 +2%
PI
494
Pachira Investments
California
$675K +$5.98K +32 +0.9%
NOI
495
Newton One Investments
Delaware
$674K +$2.62K +14 +0.4%
GEA
496
Glen Eagle Advisors
New Jersey
$672K – – –
MFT
497
Moisand Fitzgerald Tamayo
Florida
$671K – – –
WFAG
498
Wescott Financial Advisory Group
Pennsylvania
$660K -$38.3K -205 -5%
CHA
499
Carmichael Hill & Associates
Maryland
$659K +$560 +3 +0.1%
MMPW
500
Mitchell McLeod Pugh & Williams
Alabama
$659K – – –
18 19
20
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