We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

938 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, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
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
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
526
Morton Capital Management
California
$657K
FA
527
FDx Advisors
Illinois
$653K -$1.55M -7,635 -70%
TFM
528
TFC Financial Management
Massachusetts
$652K -$611 -3 -0.1%
CAM
529
Cozad Asset Management
Illinois
$651K
RIS
530
Retirement Income Solutions
Michigan
$645K
BWP
531
BSW Wealth Partners
Colorado
$636K
AIM
532
Athena Investment Management
California
$634K
UAS
533
United Asset Strategies
New York
$633K -$193K -946 -23%
SDH
534
Sloy Dahl & Holst
Washington
$631K +$88K +432 +15%
FWCM
535
Ferguson Wellman Capital Management
Oregon
$631K
FOFP
536
Fee-Only Financial Planning
South Carolina
$629K
LC
537
Lindbrook Capital
California
$625K
EA
538
Efficient Advisors
Ohio
$622K -$25.9K -127 -4%
EFN
539
Equita Financial Network
Pennsylvania
$618K +$643K +3,156 New
TC
540
TownSquare Capital
Utah
$617K +$216K +1,063 +51%
ZF
541
Zhang Financial
Michigan
$613K -$200K -983 -24%
E
542
ETFidea
New York
$611K +$2.04K +10 +0.3%
SF
543
Synovus Financial
Georgia
$611K
MWP
544
Madison Wealth Partners
Wisconsin
$608K
HI
545
Harbour Investments
Wisconsin
$606K +$23.2K +114 +4%
VCA
546
Verdence Capital Advisors
Maryland
$604K +$629K +3,088 New
BF
547
BOK Financial
Oklahoma
$604K +$141K +692 +28%
RWP
548
RWA Wealth Partners
Massachusetts
$603K -$126K -620 -17%
EFS
549
Essex Financial Services
Connecticut
$603K -$138K -679 -18%
MWM
550
Meridian Wealth Management
Kentucky
$596K -$101K -495 -14%

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.