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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
SIM
551
Stratos Investment Management
Ohio
$593K +$2.24K +11 +0.4%
AWM
552
Aspire Wealth Management
Massachusetts
$593K +$204 +1 +0%
RFP
553
RCS Financial Planning
Maryland
$589K
FFN
554
Focus Financial Network
Minnesota
$583K +$53.2K +261 +10%
PWA
555
Peterson Wealth Advisors
Utah
$570K -$204 -1 -0%
WHG
556
Westwood Holdings Group
Texas
$566K
BCG
557
Breakwater Capital Group
New Jersey
$565K +$220K +1,078 +59%
IAN
558
Integrated Advisors Network
Texas
$564K -$5.91K -29 -1%
CA
559
Cetera Advisors
Colorado
$555K -$80.6K -396 -12%
EPWM
560
Essex Private Wealth Management
Massachusetts
$553K
HR
561
Hardy Reed
Mississippi
$551K -$14.1K -69 -2%
RWM
562
Rezny Wealth Management
Florida
$544K -$65.6K -322 -10%
AC
563
AWM Capital
Arizona
$541K
UBV
564
United Bank (Virginia)
Virginia
$540K
MWA
565
Meridian Wealth Advisors
Texas
$538K
BFM
566
Boston Financial Management
Massachusetts
$537K +$407 +2 +0.1%
AHC
567
Anderson Hoagland & Co
Missouri
$530K
TL
568
Tradewinds LLC
North Carolina
$527K +$13.2K +65 +2%
BAM
569
Belpointe Asset Management
Nevada
$526K +$47.9K +235 +10%
FCA
570
Fortis Capital Advisors
Kansas
$526K +$47.9K +235 +10%
EWA
571
Evolution Wealth Advisors
Florida
$526K
RIM
572
Rockbridge Investment Management
New York
$521K -$25.7K -126 -5%
CCWM
573
Cassaday & Co Wealth Management
Virginia
$519K
FWM
574
Fairhaven Wealth Management
Illinois
$517K +$6.72K +33 +1%
TFCP
575
Twin Focus Capital Partners
Massachusetts
$511K -$87.6K -430 -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.