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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,036 hedge funds and large institutions have $24.8B invested in Vanguard Large-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 292 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
15.07%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.37%
New
79
Increased
292
Reduced
315
Closed
72
Calls
$5.74M
Puts
$4.59M
Net Calls
+$1.15M
Net Calls Change
+$60.1M

Top Buyers

1
MAV
1
Mason & Associates (Virginia)
Virginia
$103M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$190M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.28B
4
Charles Schwab
4
Charles Schwab
California
$436M
5
JJBC
5
James J. Burns & Company
New York
$141M

Top Sellers

1
W
1
Wealthquest
Ohio
$169M
2
SC
2
Samlyn Capital
New York
$205K
3
EF
3
Empowered Funds
Pennsylvania
$0
4
GA
4
GFS Advisors
Texas
$974K
5
Bank of America
5
Bank of America
North Carolina
$771M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
601
Synergy Financial Group
California
$701K +$238K +954 +51%
VAF
602
Values Added Financial
District of Columbia
$699K – – –
AFS
603
Annapolis Financial Services
Maryland
$698K -$205K -822 -23%
CCWM
604
Cassaday & Co Wealth Management
Virginia
$692K – – –
AHC
605
Anderson Hoagland & Co
Missouri
$691K – – –
IAN
606
Integrated Advisors Network
Texas
$690K +$6.49K +26 +0.9%
AC
607
AWM Capital
Arizona
$690K – – –
CCMG
608
Clark Capital Management Group
Pennsylvania
$689K +$422K +1,691 +158%
CT
609
Coastline Trust
Rhode Island
$686K – – –
MWA
610
Meridian Wealth Advisors
Texas
$686K – – –
AWM
611
Apollon Wealth Management
South Carolina
$686K +$46.2K +185 +7%
BCM
612
Brookstone Capital Management
Illinois
$683K -$100K -392 -13%
BCG
613
Breakwater Capital Group
New Jersey
$675K – – –
HR
614
Hardy Reed
Mississippi
$667K – – –
JIC
615
Johnson Investment Counsel
Ohio
$664K -$114K -456 -15%
LL
616
LPWM LLC
Minnesota
$656K – – –
EFG
617
Embree Financial Group
Illinois
$651K -$23K -92 -3%
RWP
618
RWA Wealth Partners
Massachusetts
$650K -$47.4K -190 -7%
BF
619
BOK Financial
Oklahoma
$648K -$126K -504 -16%
NCM
620
Novare Capital Management
North Carolina
$637K – – –
MA
621
MBA Advisors
Pennsylvania
$634K -$49.2K -197 -7%
MCM
622
McDonough Capital Management
Florida
$631K +$631K +2,529 New
GA
623
Goldstein Advisors
Wisconsin
$630K +$44.2K +177 +8%
TL
624
Tradewinds LLC
North Carolina
$628K +$628K +2,514 New
SGK
625
Steigerwald Gordon & Koch
Virginia
$621K -$250 -1 -0%
23 24
25
26 27