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Vanguard Large-Cap ETF
VV

Overview Fund Activity

934 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 333 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
333
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K

Top Buyers

1
AWM
Axxcess Wealth Management
California
+$211M
2
Goldman Sachs
Goldman Sachs
New York
+$88.6M
3
Creative Planning
Creative Planning
Kansas
+$62.5M
4
BPA
Beacon Pointe Advisors
California
+$47.2M
5
Ameriprise
Ameriprise
Minnesota
+$45.2M

Top Sellers

1
SC
Samlyn Capital
New York
-$116M
2
SS
Simplicity Solutions
Minnesota
-$42.9M
3
BFG
Bleakley Financial Group
New Jersey
-$42.9M
4
KCM
Kennicott Capital Management
California
-$30.3M
5
Bank of America
Bank of America
North Carolina
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
526
FDx Advisors
Illinois
$653K -$1.49M -7,635 -70%
TFM
527
TFC Financial Management
Massachusetts
$652K -$587 -3 -0.1%
CAM
528
Cozad Asset Management
Illinois
$651K – – –
RIS
529
Retirement Income Solutions
Michigan
$645K – – –
BWP
530
BSW Wealth Partners
Colorado
$636K – – –
AIM
531
Athena Investment Management
California
$634K – – –
UAS
532
United Asset Strategies
New York
$633K -$185K -946 -23%
SDH
533
Sloy Dahl & Holst
Washington
$631K +$84.5K +432 +15%
FWCM
534
Ferguson Wellman Capital Management
Oregon
$631K – – –
FOFP
535
Fee-Only Financial Planning
South Carolina
$629K – – –
LC
536
Lindbrook Capital
California
$625K – – –
EA
537
Efficient Advisors
Ohio
$622K -$24.9K -127 -4%
EFN
538
Equita Financial Network
Pennsylvania
$618K +$618K +3,156 New
TC
539
TownSquare Capital
Utah
$617K +$208K +1,063 +51%
ZF
540
Zhang Financial
Michigan
$613K -$192K -983 -24%
E
541
ETFidea
New York
$611K +$1.96K +10 +0.3%
SF
542
Synovus Financial
Georgia
$611K – – –
MWP
543
Madison Wealth Partners
Wisconsin
$608K – – –
HI
544
Harbour Investments
Wisconsin
$606K +$22.3K +114 +4%
VCA
545
Verdence Capital Advisors
Maryland
$604K +$604K +3,088 New
BF
546
BOK Financial
Oklahoma
$604K +$133K +692 +28%
RWP
547
RWA Wealth Partners
Massachusetts
$603K -$121K -620 -17%
EFS
548
Essex Financial Services
Connecticut
$603K -$133K -679 -18%
MWM
549
Meridian Wealth Management
Kentucky
$596K -$96.9K -495 -14%
SIM
550
Stratos Investment Management
Ohio
$593K +$2.15K +11 +0.4%
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