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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIA
601
KCM Investment Advisors
California
$418K 2,062 – –
UL
602
Unionview LLC
Washington
$418K 2,060 +127 +7%
OCM
603
Orser Capital Management
Texas
$416K 2,050 – –
PCS
604
Personal CFO Solutions
New Jersey
$415K 2,046 – –
PWM
605
PBMares Wealth Management
Virginia
$411K 2,026 – –
MWM
606
MY Wealth Management
Maryland
$410K 2,024 -121 -6%
AAS
607
Annex Advisory Services
Wisconsin
$410K 2,023 -19 -0.9%
QCM
608
Quantinno Capital Management
New York
$407K 2,008 +2,008 New
FT
609
Fiduciary Trust
Massachusetts
$406K 2,003 – –
GC
610
Gratus Capital
Georgia
$405K 2,000 +2,000 New
ACM
611
Allred Capital Management
Texas
$404K 1,994 -19 -0.9%
TRCT
612
Tower Research Capital (TRC)
New York
$403K 1,990 -1,139 -36%
TNA
613
True North Advisors
Texas
$400K 1,974 +1,974 New
WP
614
WealthSource Partners
California
$396K 1,952 – –
NAS
615
Nicolet Advisory Services
Wisconsin
$393K 1,956 -2 -0.1%
FWTB
616
First Western Trust Bank
Colorado
$391K 1,931 – –
AC
617
Abbrea Capital
California
$391K 1,927 – –
VFA
618
Valeo Financial Advisors
Indiana
$388K 1,916 – –
BlackRock
619
BlackRock
New York
$386K 1,902 -4,548 -71%
VIM
620
Vista Investment Management
Pennsylvania
$385K 1,900 – –
CM
621
Cornerstone Management
Georgia
$385K 1,898 -287 -13%
CTWM
622
Cherry Tree Wealth Management
Minnesota
$385K 1,898 +1,898 New
CW
623
CreativeOne Wealth
Kansas
$384K 1,894 +40 +2%
SWA
624
Sax Wealth Advisors
New Jersey
$384K 1,893 – –
PCM
625
Passive Capital Management
Maryland
$384K 1,892 +168 +10%
23 24
25
26 27