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Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
551
TFC Financial Management
Massachusetts
$834K +$2.75K +12 +0.3%
KL
552
KWMG LLC
Kansas
$834K
MCM
553
Morton Capital Management
California
$826K
WFAG
554
Wescott Financial Advisory Group
Pennsylvania
$824K +$2.75K +12 +0.4%
OC
555
Oakworth Capital
Alabama
$824K
LWM
556
LongView Wealth Management
Georgia
$813K -$5.03K -22 -0.6%
CIA
557
Compass Ion Advisors
Pennsylvania
$798K -$97.7K -427 -11%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$797K -$34.8K -152 -4%
CAM
559
Cozad Asset Management
Illinois
$797K
RIS
560
Retirement Income Solutions
Michigan
$790K
ICP
561
Interchange Capital Partners
Pennsylvania
$789K -$32.3K -141 -4%
TPCW
562
TD Private Client Wealth
New York
$788K +$145K +634 +24%
SDH
563
Sloy Dahl & Holst
Washington
$781K +$9.84K +43 +1%
BWP
564
BSW Wealth Partners
Colorado
$779K
AIM
565
Athena Investment Management
California
$777K
CFS
566
CGC Financial Services
Oregon
$769K -$79.2K -346 -10%
SL
567
Salomon & Ludwin
Virginia
$767K -$180K -787 -20%
RDWM
568
Red Door Wealth Management
Tennessee
$766K +$33.6K +147 +5%
FOFP
569
Fee-Only Financial Planning
South Carolina
$763K -$10.3K -45 -1%
BO
570
Bank OZK
Arkansas
$761K -$69.6K -304 -9%
AM
571
Atwater Malick
Pennsylvania
$756K
PWA
572
Primoris Wealth Advisors
Florida
$756K
EFS
573
Essex Financial Services
Connecticut
$753K +$12.6K +55 +2%
ZF
574
Zhang Financial
Michigan
$752K
FWCM
575
Ferguson Wellman Capital Management
Oregon
$751K +$5.26K +23 +0.7%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.