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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.14%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.16B
2
Bank of America
Bank of America
North Carolina
$690M
3
Charles Schwab
Charles Schwab
California
$124M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.64B
5
JJBC
James J. Burns & Company
New York
$121M

Top Sellers

1
SC
Samlyn Capital
New York
$222M
2
LWM
Liberty Wealth Management
California
$794K
3
Goldman Sachs
Goldman Sachs
New York
$71M
4
BPA
Beacon Pointe Advisors
California
$17.5M
5
CAM
Cresset Asset Management
Illinois
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBV
601
United Bank (Virginia)
Virginia
$601K – – –
MWA
602
Meridian Wealth Advisors
Texas
$600K – – –
CT
603
Coastline Trust
Rhode Island
$600K +$81.8K +375 +16%
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$598K +$257K +1,178 +75%
BTWM
605
Baker Tilly Wealth Management
Wisconsin
$597K +$597K +2,735 New
AFG
606
Atomi Financial Group
New York
$596K +$84.6K +388 +17%
FPAS
607
Focus Partners Advisor Solutions
Missouri
$595K +$110K +506 +23%
FA
608
FDx Advisors
Illinois
$593K -$135K -618 -19%
AHC
609
Anderson Hoagland & Co
Missouri
$591K – – –
EWA
610
Evolution Wealth Advisors
Florida
$586K – – –
HR
611
Hardy Reed
Mississippi
$583K -$31.2K -143 -5%
RIM
612
Rockbridge Investment Management
New York
$580K – – –
BWM
613
BKM Wealth Management
Wisconsin
$580K +$580K +2,658 New
CCWM
614
Cassaday & Co Wealth Management
Virginia
$579K – – –
TPCW
615
TD Private Client Wealth
New York
$579K +$275K +1,259 +90%
KWS
616
Keystone Wealth Services
California
$578K +$43.2K +198 +8%
SPC
617
Sigma Planning Corp
Michigan
$573K -$363K -1,664 -39%
Prudential Financial
618
Prudential Financial
New Jersey
$567K +$112K +515 +25%
BAM
619
Belpointe Asset Management
Nevada
$564K -$21.8K -100 -4%
FCA
620
Fortis Capital Advisors
Kansas
$564K -$21.8K -100 -4%
PWA
621
Peterson Wealth Advisors
Utah
$555K -$79.8K -366 -13%
LL
622
LPWM LLC
Minnesota
$554K – – –
MA
623
MBA Advisors
Pennsylvania
$553K +$117K +535 +27%
FNB
624
Farmers National Bank
Kentucky
$549K – – –
GEA
625
Glen Eagle Advisors
New Jersey
$548K – – –
23 24
25
26 27