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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.14%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.16B
2
Bank of America
Bank of America
North Carolina
$690M
3
Charles Schwab
Charles Schwab
California
$124M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.64B
5
JJBC
James J. Burns & Company
New York
$121M

Top Sellers

1
SC
Samlyn Capital
New York
$222M
2
LWM
Liberty Wealth Management
California
$794K
3
Goldman Sachs
Goldman Sachs
New York
$71M
4
BPA
Beacon Pointe Advisors
California
$17.5M
5
CAM
Cresset Asset Management
Illinois
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
526
Crescent Grove Advisors
Illinois
$809K -$105K -481 -11%
GA
527
GSG Advisors
New Jersey
$806K +$806K +3,742 New
SHGA
528
Sand Hill Global Advisors
California
$805K – – –
PI
529
Pachira Investments
California
$795K +$54.1K +248 +7%
LWM
530
Liberty Wealth Management
California
$794K -$75.1M -3,594 -99%
ONB
531
Old National Bancorp
Indiana
$783K +$235K +1,075 +43%
SL
532
Salomon & Ludwin
Virginia
$780K – – –
CFS
533
CGC Financial Services
Oregon
$775K – – –
FA
534
FF Advisors
California
$774K +$774K +3,547 New
ECM
535
Evergreen Capital Management
Washington
$774K +$218 +1 +0%
BIA
536
Bell Investment Advisors
California
$771K -$55.4K -254 -7%
MMPW
537
Mitchell McLeod Pugh & Williams
Alabama
$769K +$218 +1 +0%
VFIC
538
Valley Forge Investment Consultants
Pennsylvania
$768K -$286K -1,313 -27%
PSA
539
Plum Street Advisors
Louisiana
$766K +$766K +3,510 New
EFG
540
Embree Financial Group
Illinois
$765K +$765K +3,505 New
PBF
541
Petix & Botte Financial
California
$761K +$436 +2 +0.1%
MFT
542
Moisand Fitzgerald Tamayo
Florida
$759K – – –
KL
543
KWMG LLC
Kansas
$759K – – –
BO
544
Bank OZK
Arkansas
$758K – – –
TFM
545
TFC Financial Management
Massachusetts
$756K +$29.2K +134 +4%
ICP
546
Interchange Capital Partners
Pennsylvania
$752K +$436 +2 +0.1%
MCM
547
Morton Capital Management
California
$752K +$19.4K +89 +3%
OC
548
Oakworth Capital
Alabama
$749K -$873 -4 -0.1%
WFAG
549
Wescott Financial Advisory Group
Pennsylvania
$748K +$3.05K +14 +0.4%
LWM
550
LongView Wealth Management
Georgia
$743K +$743K +3,412 New
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