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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,041 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, 330 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

1
BL
Balentine LLC
Georgia
+$250M
2
Charles Schwab
Charles Schwab
California
+$215M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$141M
4
SW
Simplicity Wealth
New Jersey
+$140M
5
GM
GeoWealth Management
Illinois
+$95.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$633M
2
SC
Samlyn Capital
New York
-$117M
3
CCM
Carlson Capital Management
Minnesota
-$77.1M
4
Creative Planning
Creative Planning
Kansas
-$39.5M
5
JJBC
James J. Burns & Company
New York
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
601
Cassaday & Co Wealth Management
Virginia
$665K +$28.5K +119 +4%
FFN
602
Focus Financial Network
Minnesota
$664K +$917 +4 +0.1%
AC
603
AWM Capital
Arizona
$663K – – –
Financial Engines Advisors
604
Financial Engines Advisors
California
$661K -$2.88K -12 -0.4%
UBV
605
United Bank (Virginia)
Virginia
$661K – – –
CT
606
Coastline Trust
Rhode Island
$659K – – –
MWA
607
Meridian Wealth Advisors
Texas
$659K – – –
IAN
608
Integrated Advisors Network
Texas
$657K -$26.4K -110 -4%
MA
609
MBA Advisors
Pennsylvania
$656K +$48K +200 +8%
BCG
610
Breakwater Capital Group
New Jersey
$649K -$51.1K -213 -7%
EFG
611
Embree Financial Group
Illinois
$648K -$193K -804 -23%
EWA
612
Evolution Wealth Advisors
Florida
$644K – – –
HR
613
Hardy Reed
Mississippi
$641K – – –
PS
614
Portfolio Strategies
New York
$641K +$641K +2,672 New
AHC
615
Anderson Hoagland & Co
Missouri
$639K – – –
AWM
616
Apollon Wealth Management
South Carolina
$614K +$55.9K +233 +10%
NCM
617
Novare Capital Management
North Carolina
$611K +$134K +560 +28%
LL
618
LPWM LLC
Minnesota
$608K – – –
PWA
619
Peterson Wealth Advisors
Utah
$607K -$3.84K -16 -0.6%
GEA
620
Glen Eagle Advisors
New Jersey
$603K – – –
SGK
621
Steigerwald Gordon & Koch
Virginia
$596K – – –
CSB
622
City State Bank
Iowa
$596K – – –
WWS
623
Wellington Wealth Strategies
Indiana
$586K +$586K +2,443 New
KWS
624
Keystone Wealth Services
California
$583K -$51.8K -216 -8%
TIA
625
Traphagen Investment Advisors
New Jersey
$581K -$4.56K -19 -0.8%
23 24
25
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