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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
Garde Capital
Washington
$88M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
Creative Planning
Kansas
$2.57B
5
AWM
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
Glassy Mountain Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
501
Petix & Botte Financial
California
$707K +$353K +1,743 +100%
DFC
502
DBK Financial Counsel
Ohio
$706K +$59.6K +294 +9%
KL
503
KWMG LLC
Kansas
$705K – – –
BO
504
Bank OZK
Arkansas
$705K – – –
RFA
505
RTD Financial Advisors
Pennsylvania
$704K +$50.7K +250 +8%
ICP
506
Interchange Capital Partners
Pennsylvania
$703K -$51.7K -255 -7%
OC
507
Oakworth Capital
Alabama
$698K -$1.01K -5 -0.1%
GRP
508
Global Retirement Partners
California
$690K -$61.6K -304 -8%
MCM
509
Morton Capital Management
California
$680K -$60.8K -300 -8%
TFM
510
TFC Financial Management
Massachusetts
$676K +$2.64K +13 +0.4%
CAM
511
Cozad Asset Management
Illinois
$674K – – –
EA
512
Efficient Advisors
Ohio
$670K -$39.1K -193 -6%
FAM
513
Frontier Asset Management
Wyoming
$668K -$26.6K -131 -4%
RIS
514
Retirement Income Solutions
Michigan
$668K – – –
BWP
515
BSW Wealth Partners
Colorado
$659K – – –
AIM
516
Athena Investment Management
California
$657K +$101K +500 +18%
CA
517
Cetera Advisors
Colorado
$656K +$39.7K +196 +6%
FWCM
518
Ferguson Wellman Capital Management
Oregon
$654K -$19.3K -95 -3%
FOFP
519
Fee-Only Financial Planning
South Carolina
$652K -$122K -600 -16%
CWAG
520
Carlsbad Wealth Advisory Group
California
$651K +$651K +3,212 New
ECM
521
Evergreen Capital Management
Washington
$649K +$203 +1 +0%
LC
522
Lindbrook Capital
California
$647K – – –
TI
523
Trexquant Investment
Connecticut
$645K +$645K +3,182 New
CAC
524
Certified Advisory Corp
Florida
$636K -$155K -764 -20%
SF
525
Synovus Financial
Georgia
$633K -$12.8K -63 -2%
19 20
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