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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
$793M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$254M
3
SS
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
Charles Schwab
California
$134M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$184M
2
FA
Fiducient Advisors
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$554M
4
PWM
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
Creative Planning
Kansas
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
601
PBMares Wealth Management
Virginia
$378K -$1.68K -9 -0.4%
SG
602
StoneX Group
New York
$378K +$36.4K +195 +11%
ACM
603
Allred Capital Management
Texas
$376K +$1.31K +7 +0.3%
FT
604
Fiduciary Trust
Massachusetts
$374K +$56.2K +301 +18%
AIA
605
Avalon Investment & Advisory
Texas
$374K – – –
JFG
606
Jefferies Financial Group
New York
$371K +$1.49K +8 +0.4%
GLLW
607
Graves Light Lenhart Wealth
Virginia
$368K -$33.6K -180 -8%
NAS
608
Nicolet Advisory Services
Wisconsin
$366K +$63.3K +339 +21%
PP
609
Prosperity Planning
Missouri
$365K – – –
WP
610
WealthSource Partners
California
$365K – – –
UL
611
Unionview LLC
Washington
$361K -$8.03K -43 -2%
FWTB
612
First Western Trust Bank
Colorado
$361K – – –
AC
613
Abbrea Capital
California
$360K – – –
VFA
614
Valeo Financial Advisors
Indiana
$358K -$32.1K -172 -8%
VIM
615
Vista Investment Management
Pennsylvania
$355K – – –
SWA
616
Sax Wealth Advisors
New Jersey
$354K +$32.7K +175 +10%
Wealth Enhancement Advisory Services
617
Wealth Enhancement Advisory Services
Minnesota
$354K +$354K +1,893 New
MCCA
618
Mill Creek Capital Advisors
Pennsylvania
$349K +$94.2K +504 +37%
CW
619
CreativeOne Wealth
Kansas
$347K +$10.5K +56 +3%
EW
620
Evoke Wealth
California
$346K – – –
AWP
621
Abacus Wealth Partners
California
$346K -$14.9K -79 -4%
PWP
622
Principle Wealth Partners
Connecticut
$346K – – –
DAC
623
Dividend Assets Capital
South Carolina
$345K – – –
SDH
624
Sloy Dahl & Holst
Washington
$344K +$344K +1,842 New
BCG
625
Breakwater Capital Group
New Jersey
$344K +$56.6K +303 +20%
23 24
25
26 27