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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
576
BSW Wealth Partners
Colorado
$856K – – –
AIM
577
Athena Investment Management
California
$853K – – –
LFG
578
Larson Financial Group
Missouri
$846K -$263 -1 -0%
Prudential Financial
579
Prudential Financial
New Jersey
$845K -$218K -829 -21%
EFS
580
Essex Financial Services
Connecticut
$833K +$536 +2 +0.1%
RDWM
581
Red Door Wealth Management
Tennessee
$832K -$8.43K -32 -1%
SDH
582
Sloy Dahl & Holst
Washington
$832K -$18.4K -70 -2%
AM
583
Atwater Malick
Pennsylvania
$831K – – –
PWA
584
Primoris Wealth Advisors
Florida
$830K – – –
E
585
ETFidea
New York
$823K – – –
AssetMark Inc
586
AssetMark Inc
California
$822K +$566K +2,150 +221%
CIC
587
Carnegie Investment Counsel
Ohio
$819K +$527 +2 +0.1%
FWCM
588
Ferguson Wellman Capital Management
Oregon
$819K – – –
CFS
589
CGC Financial Services
Oregon
$818K -$26.3K -100 -3%
FOFP
590
Fee-Only Financial Planning
South Carolina
$818K – – –
BO
591
Bank OZK
Arkansas
$817K -$8.95K -34 -1%
TWC
592
TD Waterhouse Canada
Ontario, Canada
$816K +$2.35K +9 +0.3%
ZF
593
Zhang Financial
Michigan
$813K – – –
MWP
594
Madison Wealth Partners
Wisconsin
$812K – – –
BIM
595
Breakwater Investment Management
Washington
$810K – – –
SIM
596
Stratos Investment Management
Ohio
$807K +$2.9K +11 +0.4%
VCA
597
Verdence Capital Advisors
Maryland
$806K -$8.69K -33 -1%
UAS
598
United Asset Strategies
New York
$801K -$10K -38 -1%
SL
599
Salomon & Ludwin
Virginia
$801K – – –
WA
600
Waverly Advisors
Alabama
$799K -$24.2K -92 -3%
22 23
24
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