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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
AWM
576
Aspire Wealth Management
Massachusetts
$751K +$3.89K +17 +0.5%
PWM
577
Perigon Wealth Management
California
$750K -$184K -803 -20%
E
578
ETFidea
New York
$749K
UAS
579
United Asset Strategies
New York
$748K -$28.1K -123 -4%
JIC
580
Johnson Investment Counsel
Ohio
$747K +$257K +1,123 +56%
CIC
581
Carnegie Investment Counsel
Ohio
$745K +$458 +2 +0.1%
MWP
582
Madison Wealth Partners
Wisconsin
$745K
BF
583
BOK Financial
Oklahoma
$742K -$6.86K -30 -1%
VCA
584
Verdence Capital Advisors
Maryland
$742K +$2.06K +9 +0.3%
SF
585
Synovus Financial
Georgia
$741K +$41.9K +183 +6%
FNB
586
Farmers National Bank
Kentucky
$740K +$130K +569 +23%
BIM
587
Breakwater Investment Management
Washington
$738K +$704K +3,077 New
BCM
588
Brookstone Capital Management
Illinois
$735K +$130K +570 +23%
DFC
589
DBK Financial Counsel
Ohio
$734K -$2.29K -10 -0.3%
SIM
590
Stratos Investment Management
Ohio
$732K +$2.29K +10 +0.3%
AWM
591
AE Wealth Management
Kansas
$727K -$24.4M -106,608 -97%
RFP
592
RCS Financial Planning
Maryland
$722K
WAP
593
Wealthcare Advisory Partners
Pennsylvania
$718K +$58.1K +254 +9%
EA
594
Efficient Advisors
Ohio
$703K -$32.3K -141 -5%
WHG
595
Westwood Holdings Group
Texas
$688K
WWM
596
Western Wealth Management
Colorado
$687K +$16K +70 +3%
EPWM
597
Essex Private Wealth Management
Massachusetts
$677K
MFA
598
Mayflower Financial Advisors
Massachusetts
$675K -$3.89K -17 -0.6%
AFG
599
Atomi Financial Group
New York
$673K +$17.8K +78 +3%
VAF
600
Values Added Financial
District of Columbia
$672K

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.