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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
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 %
E
526
ETFidea
New York
$631K – – –
MWP
527
Madison Wealth Partners
Wisconsin
$630K +$20.3K +100 +3%
RWM
528
Rezny Wealth Management
Florida
$628K +$628K +3,100 New
TFCP
529
Twin Focus Capital Partners
Massachusetts
$616K -$3.81M -18,800 -86%
AWM
530
Aspire Wealth Management
Massachusetts
$614K -$41.1K -203 -6%
SIM
531
Stratos Investment Management
Ohio
$612K +$2.23K +11 +0.4%
DC
532
Davenport & Co
Virginia
$610K -$5.88K -29 -1%
RFP
533
RCS Financial Planning
Maryland
$610K – – –
HI
534
Harbour Investments
Wisconsin
$604K -$10.1K -50 -2%
PWA
535
Peterson Wealth Advisors
Utah
$592K -$117K -574 -16%
IAN
536
Integrated Advisors Network
Texas
$591K +$1.22K +6 +0.2%
WHG
537
Westwood Holdings Group
Texas
$586K +$586K +2,891 New
HR
538
Hardy Reed
Mississippi
$585K – – –
EPWM
539
Essex Private Wealth Management
Massachusetts
$572K – – –
SDH
540
Sloy Dahl & Holst
Washington
$567K +$193K +953 +52%
Financial Engines Advisors
541
Financial Engines Advisors
California
$566K -$193K -952 -25%
RIM
542
Rockbridge Investment Management
New York
$565K +$2.64K +13 +0.5%
MWM
543
Mission Wealth Management
California
$562K +$33.4K +165 +6%
BCM
544
Brookstone Capital Management
Illinois
$561K -$76.4K -381 -12%
AC
545
AWM Capital
Arizona
$560K – – –
UBV
546
United Bank (Virginia)
Virginia
$559K – – –
MWA
547
Meridian Wealth Advisors
Texas
$557K – – –
BFM
548
Boston Financial Management
Massachusetts
$555K +$93K +459 +20%
FFN
549
Focus Financial Network
Minnesota
$552K -$49.7K -245 -8%
AHC
550
Anderson Hoagland & Co
Missouri
$549K – – –
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