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Vanguard Large-Cap ETF
VV

Overview Fund Activity

818 hedge funds and large institutions have $15B invested in Vanguard Large-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 297 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
-26
Holders Change %
-3.08%
% of All Funds
14.14%
Holding in Top 10
77
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.28%
% of All Funds
1.33%
New
39
Increased
297
Reduced
245
Closed
54
Calls
$4.65M
Puts
$965K
Net Calls
+$3.68M
Net Calls Change
+$2.98M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$160M
2
Creative Planning
Creative Planning
Kansas
+$157M
3
CAAS
Capital Asset Advisory Services
Michigan
+$81.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.8M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$52.6M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$134M
2
PAG
Private Advisor Group
New Jersey
-$96.8M
3
CAM
Cresset Asset Management
Illinois
-$91.8M
4
JWM
JFG Wealth Management
Colorado
-$37.2M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
551
Boston Financial Management
Massachusetts
$373K – – –
MA
552
MONECO Advisors
Connecticut
$373K +$1.31K +8 +0.4%
CCA
553
Conservest Capital Advisors
Pennsylvania
$370K -$390K -2,261 Closed
HFRG
554
Houlihan Financial Resource Group
Virginia
$370K +$370K +2,094 New
BWP
555
Bernardo Wealth Planning
Pennsylvania
$369K – – –
DWM
556
Doyle Wealth Management
Florida
$364K +$819 +5 +0.2%
CCB
557
Country Club Bank
Missouri
$363K +$363K +2,189 New
HPC
558
HM Payson & Co
Maine
$358K – – –
SPIA
559
Steward Partners Investment Advisory
New York
$355K +$8.99K +55 +3%
GLLW
560
Graves Light Lenhart Wealth
Virginia
$352K – – –
PBF
561
Petix & Botte Financial
California
$344K -$16.5K -101 -5%
PWM
562
PBMares Wealth Management
Virginia
$342K – – –
PCS
563
Personal CFO Solutions
New Jersey
$342K +$1.15K +7 +0.3%
OCM
564
Orser Capital Management
Texas
$335K -$6.54K -40 -2%
DC
565
Davenport & Co
Virginia
$331K -$94.2K -575 -22%
SSB
566
Sandy Spring Bank
Maryland
$330K +$983 +6 +0.3%
AAS
567
Annex Advisory Services
Wisconsin
$328K +$4.26K +26 +1%
AIA
568
Avalon Investment & Advisory
Texas
$327K – – –
Members Trust
569
Members Trust
Florida
$325K – – –
UL
570
Unionview LLC
Washington
$322K +$61.4K +375 +24%
JG
571
Jefferies Group
New York
$322K +$1.47K +9 +0.5%
PP
572
Prosperity Planning
Missouri
$320K -$23.2K -142 -7%
ES
573
ETF Store
Kansas
$320K – – –
AWP
574
Abacus Wealth Partners
California
$319K – – –
WP
575
WealthSource Partners
California
$319K – – –
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