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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$788M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$242M
3
SS
Simplicity Solutions
Minnesota
+$134M
4
Charles Schwab
Charles Schwab
California
+$41.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$32M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$193M
2
FA
Fiducient Advisors
Illinois
-$35M
3
Bank of America
Bank of America
North Carolina
-$31M
4
PWM
PRW Wealth Management
Massachusetts
-$29.8M
5
Creative Planning
Creative Planning
Kansas
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
551
Evolution Wealth Advisors
Florida
$502K – – –
CCWM
552
Cassaday & Co Wealth Management
Virginia
$496K -$37.2K -199 -7%
FNB
553
Farmers National Bank
Kentucky
$496K -$4.67K -25 -0.9%
TL
554
Tradewinds LLC
North Carolina
$491K +$491K +2,627 New
RPCONE
555
Retirement Planning Company of New England
Rhode Island
$489K -$8.78K -47 -2%
MWM
556
Mission Wealth Management
California
$487K -$9.34K -50 -2%
AA
557
ACT Advisors
North Carolina
$485K +$1.5K +8 +0.3%
MFA
558
Mayflower Financial Advisors
Massachusetts
$485K – – –
LL
559
LPWM LLC
Minnesota
$482K – – –
AWM
560
Axxcess Wealth Management
California
$476K +$69.5K +372 +17%
ONB
561
Old National Bancorp
Indiana
$470K – – –
CSB
562
City State Bank
Iowa
$466K – – –
SGK
563
Steigerwald Gordon & Koch
Virginia
$465K – – –
BF
564
BOK Financial
Oklahoma
$460K -$220K -1,177 -32%
AO
565
Advisor OS
Illinois
$453K – – –
GA
566
Greenspring Advisors
Maryland
$449K – – –
FCA
567
Fortis Capital Advisors
Kansas
$449K +$75.5K +404 +20%
CF
568
Centaurus Financial
California
$448K -$127K -680 -22%
NL
569
NWAM LLC
Washington
$445K -$5.73M -30,661 -93%
CT
570
Coastline Trust
Rhode Island
$444K +$220K +1,175 +98%
CFG
571
Cooper Financial Group
California
$443K -$80.7K -432 -15%
DBT
572
Dubuque Bank & Trust
Iowa
$443K – – –
CCA
573
Cobblestone Capital Advisors
New York
$441K -$74.7K -400 -14%
VNA
574
Valley National Advisers
Pennsylvania
$439K – – –
GA
575
Goldstein Advisors
Wisconsin
$438K – – –
21 22
23
24 25