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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 %
RWM
576
Rockwood Wealth Management
Pennsylvania
$436K -$28.6K -153 -6%
WLIM
577
White Lighthouse Investment Management
Massachusetts
$436K +$6.35K +34 +1%
CWM
578
Connecticut Wealth Management
Connecticut
$431K – – –
DFA
579
Delta Financial Advisors
Louisiana
$430K +$560 +3 +0.1%
ES
580
ETF Store
Kansas
$429K – – –
MA
581
MONECO Advisors
Connecticut
$429K +$1.49K +8 +0.3%
BFM
582
Boston Financial Management
Massachusetts
$426K – – –
PWW
583
Pettyjohn Wood & White
Virginia
$423K +$747 +4 +0.2%
CCA
584
Conservest Capital Advisors
Pennsylvania
$422K – – –
RMC
585
Resources Management Corp
Connecticut
$419K +$393K +3,127 +1,489%
CMP
586
Courage Miller Partners
Virginia
$414K -$57.4K -307 -12%
HPC
587
HM Payson & Co
Maine
$408K – – –
CM
588
Cornerstone Management
Georgia
$408K -$63.1K -338 -13%
BWP
589
Bernardo Wealth Planning
Pennsylvania
$404K – – –
MWM
590
MY Wealth Management
Maryland
$401K -$1.49K -8 -0.4%
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$395K +$156K +836 +65%
SSB
592
Sandy Spring Bank
Maryland
$394K +$16.8K +90 +4%
NCM
593
Novare Capital Management
North Carolina
$393K +$65.4K +350 +20%
HFRG
594
Houlihan Financial Resource Group
Virginia
$391K – – –
KIA
595
KCM Investment Advisors
California
$385K +$73.2K +392 +23%
BIM
596
Baldwin Investment Management
Pennsylvania
$383K -$112K -600 -23%
OCM
597
Orser Capital Management
Texas
$383K – – –
TC
598
TownSquare Capital
Utah
$383K -$4.7M -25,135 -92%
PCS
599
Personal CFO Solutions
New Jersey
$382K – – –
AAS
600
Annex Advisory Services
Wisconsin
$381K +$25K +134 +7%
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