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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
551
Evolution Wealth Advisors
Florida
$545K – – –
CCWM
552
Cassaday & Co Wealth Management
Virginia
$538K – – –
AA
553
ACT Advisors
North Carolina
$537K +$10.1K +50 +2%
TL
554
Tradewinds LLC
North Carolina
$533K +$203 +1 +0%
FWM
555
Fairhaven Wealth Management
Illinois
$529K +$529K +2,609 New
HTC
556
Haverford Trust Company
Pennsylvania
$527K -$648K -3,198 -55%
RPCONE
557
Retirement Planning Company of New England
Rhode Island
$527K -$3.65K -18 -0.7%
MFA
558
Mayflower Financial Advisors
Massachusetts
$526K – – –
LL
559
LPWM LLC
Minnesota
$524K – – –
FNB
560
Farmers National Bank
Kentucky
$523K -$15.2K -75 -3%
YIH
561
Y-Intercept (HK)
Hong Kong
$519K -$377K -1,861 -42%
WI
562
Wintrust Investments
Illinois
$515K +$241K +1,187 +88%
ONB
563
Old National Bancorp
Indiana
$510K – – –
CSB
564
City State Bank
Iowa
$508K +$2.03K +10 +0.4%
SGK
565
Steigerwald Gordon & Koch
Virginia
$504K – – –
BF
566
BOK Financial
Oklahoma
$499K – – –
RWM
567
Rockwood Wealth Management
Pennsylvania
$497K +$23.9K +118 +5%
BAM
568
Belpointe Asset Management
Nevada
$497K -$358K -1,767 -42%
FCA
569
Fortis Capital Advisors
Kansas
$497K +$9.73K +48 +2%
AO
570
Advisor OS
Illinois
$492K – – –
VF
571
VitalStone Financial
Texas
$490K -$90.6K -485 -16%
GA
572
Greenspring Advisors
Maryland
$488K – – –
VWM
573
Venturi Wealth Management
Texas
$487K +$234K +1,156 +93%
RZH
574
Relyea Zuckerberg Hanson
Connecticut
$485K +$485K +2,394 New
ES
575
ETF Store
Kansas
$484K +$1.46K +7 +0.3%
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