VV icon

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 %
AMM
476
American Money Management
California
$796K -$13K -64 -2%
CHC
477
City Holding Co
West Virginia
$796K -$101K -500 -11%
AAS
478
Ameritas Advisory Services
Nebraska
$794K -$401K -1,998 -34%
GA
479
GFS Advisors
Texas
$791K – – –
CWM
480
Cahaba Wealth Management
Georgia
$779K – – –
CIA
481
Choate Investment Advisors
Massachusetts
$767K – – –
BIA
482
Bell Investment Advisors
California
$767K -$2.23K -11 -0.3%
SPIA
483
Steward Partners Investment Advisory
New York
$767K +$181K +892 +31%
CWA
484
Core Wealth Advisors
Florida
$766K – – –
EFS
485
Essex Financial Services
Connecticut
$763K +$608 +3 +0.1%
SC
486
Savant Capital
Illinois
$760K +$107K +528 +16%
RWP
487
RWA Wealth Partners
Massachusetts
$751K +$174K +858 +30%
LWM
488
Liberty Wealth Management
California
$749K +$1.62K +8 +0.2%
SHGA
489
Sand Hill Global Advisors
California
$748K – – –
VHAM
490
Van Hulzen Asset Management
California
$746K +$2.03K +10 +0.3%
GEA
491
Glen Eagle Advisors
New Jersey
$746K +$16.2K +80 +2%
NOI
492
Newton One Investments
Delaware
$734K +$2.84K +14 +0.4%
PI
493
Pachira Investments
California
$734K +$811 +4 +0.1%
MFT
494
Moisand Fitzgerald Tamayo
Florida
$724K -$4.05K -20 -0.6%
CFS
495
CGC Financial Services
Oregon
$720K +$720K +3,553 New
WFAG
496
Wescott Financial Advisory Group
Pennsylvania
$718K +$2.64K +13 +0.4%
MWM
497
Meridian Wealth Management
Kentucky
$718K -$55.5K -274 -7%
CHA
498
Carmichael Hill & Associates
Maryland
$716K +$811 +4 +0.1%
MMPW
499
Mitchell McLeod Pugh & Williams
Alabama
$715K – – –
RDWM
500
Red Door Wealth Management
Tennessee
$707K -$210K -1,036 -23%
18 19
20
21 22