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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 %
EA
501
Efficient Advisors
Ohio
$653K -$2.62K -14 -0.4%
PWA
502
Peterson Wealth Advisors
Utah
$651K +$117K +625 +22%
KL
503
KWMG LLC
Kansas
$650K -$255K -1,364 -28%
BO
504
Bank OZK
Arkansas
$649K -$4.86K -26 -0.7%
OC
505
Oakworth Capital
Alabama
$644K – – –
FAM
506
Frontier Asset Management
Wyoming
$640K -$40.7K -218 -6%
MFG
507
Merit Financial Group
Georgia
$627K -$139K -742 -18%
CAM
508
Cozad Asset Management
Illinois
$621K – – –
TFM
509
TFC Financial Management
Massachusetts
$621K +$2.24K +12 +0.4%
FWCM
510
Ferguson Wellman Capital Management
Oregon
$620K -$61.6K -330 -9%
RIS
511
Retirement Income Solutions
Michigan
$616K +$64.6K +346 +12%
BWP
512
BSW Wealth Partners
Colorado
$607K – – –
AWM
513
Aspire Wealth Management
Massachusetts
$604K -$1.31K -7 -0.2%
RFA
514
RTD Financial Advisors
Pennsylvania
$602K – – –
SC
515
Savant Capital
Illinois
$602K +$103K +551 +21%
BCM
516
Brookstone Capital Management
Illinois
$601K +$312K +1,650 +108%
ECM
517
Evergreen Capital Management
Washington
$598K – – –
LC
518
Lindbrook Capital
California
$597K – – –
DFC
519
DBK Financial Counsel
Ohio
$596K -$22.6K -121 -4%
SF
520
Synovus Financial
Georgia
$595K +$272K +1,458 +84%
DAS
521
Dynamic Advisor Solutions
Arizona
$593K -$13.6K -73 -2%
FAIM
522
Financial Advocates Investment Management
Washington
$591K +$336K +1,797 +131%
WA
523
Wealthstream Advisors
New York
$587K +$2.24K +12 +0.4%
TRCT
524
Tower Research Capital (TRC)
New York
$585K +$47.7K +255 +9%
TF
525
Theory Financial
Colorado
$583K +$6.73K +36 +1%
19 20
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