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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.14%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.16B
2
Bank of America
Bank of America
North Carolina
$690M
3
Charles Schwab
Charles Schwab
California
$124M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.64B
5
JJBC
James J. Burns & Company
New York
$121M

Top Sellers

1
SC
Samlyn Capital
New York
$222M
2
LWM
Liberty Wealth Management
California
$794K
3
Goldman Sachs
Goldman Sachs
New York
$71M
4
BPA
Beacon Pointe Advisors
California
$17.5M
5
CAM
Cresset Asset Management
Illinois
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAS
476
Mason Investment Advisory Services
Virginia
$1.02M – – –
HNB
477
Huntington National Bank
Ohio
$1.02M -$702K – –
W
478
WealthCollab
Washington
$1.01M +$1.01M +4,650 New
DWP
479
Destiny Wealth Partners
Florida
$1M – – –
OMC
480
Old Mission Capital
Illinois
$998K +$998K +4,576 New
CAMG
481
CWA Asset Management Group
Florida
$997K -$43K -197 -4%
SAS
482
SMI Advisory Services
Indiana
$996K -$75.6K -345 -7%
MA
483
Marquette Associates
Illinois
$995K +$995K +796 New
WA
484
Wealthstream Advisors
New York
$990K +$4.15K +19 +0.4%
FLPIM
485
F.L. Putnam Investment Management
Massachusetts
$971K – – –
NCM
486
Next Capital Management
New York
$966K – – –
RFA
487
RTD Financial Advisors
Pennsylvania
$963K +$205K +941 +27%
MCM
488
MontVue Capital Management
Virginia
$961K +$961K +4,407 New
RCAG
489
Rehmann Capital Advisory Group
Michigan
$961K -$1.53K -7 -0.2%
PCA
490
Pallas Capital Advisors
Massachusetts
$960K -$555K -2,546 -37%
FTIS
491
First Trust Investment Solutions
Florida
$960K +$960K +4,400 New
SC
492
Savant Capital
Illinois
$960K +$49.3K +226 +5%
PWA
493
Physician Wealth Advisors
Utah
$959K +$16.2K +73 +2%
SOAG
494
Silver Oak Advisory Group
Oregon
$944K +$9.82K +45 +1%
William Blair & Company
495
William Blair & Company
Illinois
$929K -$145K -666 -14%
NHC
496
Nicholas Hoffman & Company
Georgia
$918K – – –
BCP
497
Berkeley Capital Partners
Georgia
$914K -$2.4K -11 -0.3%
CPIG
498
Chicago Partners Investment Group
Illinois
$905K +$3.12K +14 +0.3%
PFG
499
Pacific Financial Group
Washington
$900K – – –
HNWAG
500
High Net Worth Advisory Group
Florida
$899K -$65.5K -300 -7%
18 19
20
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