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Vanguard Large-Cap ETF

1,045 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, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
601
RWA Wealth Partners
Massachusetts
$670K
CCWM
602
Cassaday & Co Wealth Management
Virginia
$665K +$27.2K +119 +4%
FFN
603
Focus Financial Network
Minnesota
$664K +$915 +4 +0.1%
AC
604
AWM Capital
Arizona
$663K
Financial Engines Advisors
605
Financial Engines Advisors
California
$661K -$2.75K -12 -0.4%
UBV
606
United Bank (Virginia)
Virginia
$661K
CT
607
Coastline Trust
Rhode Island
$659K
MWA
608
Meridian Wealth Advisors
Texas
$659K
IAN
609
Integrated Advisors Network
Texas
$657K -$25.2K -110 -4%
MA
610
MBA Advisors
Pennsylvania
$656K +$45.8K +200 +8%
BCG
611
Breakwater Capital Group
New Jersey
$649K -$48.7K -213 -7%
EFG
612
Embree Financial Group
Illinois
$648K -$184K -804 -23%
EWA
613
Evolution Wealth Advisors
Florida
$644K
HR
614
Hardy Reed
Mississippi
$641K
PS
615
Portfolio Strategies
New York
$641K +$611K +2,672 New
AHC
616
Anderson Hoagland & Co
Missouri
$639K
AWM
617
Apollon Wealth Management
South Carolina
$614K +$53.3K +233 +10%
NCM
618
Novare Capital Management
North Carolina
$611K +$128K +560 +28%
LL
619
LPWM LLC
Minnesota
$608K
PWA
620
Peterson Wealth Advisors
Utah
$607K -$3.66K -16 -0.6%
GEA
621
Glen Eagle Advisors
New Jersey
$603K
SGK
622
Steigerwald Gordon & Koch
Virginia
$596K
CSB
623
City State Bank
Iowa
$596K
WWS
624
Wellington Wealth Strategies
Indiana
$586K +$559K +2,443 New
KWS
625
Keystone Wealth Services
California
$583K -$49.4K -216 -8%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.