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Vanguard Large-Cap ETF

1,099 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 341 increasing their positions, 355 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 32

6% more capital invested

Capital invested by funds: $24.8B → $26.3B (+$1.56B)

5% more funds holding

Funds holding: 1,0421,099 (+57)

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

4% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 355

1.42% less ownership

Funds ownership: 69.88%68.46% (-1.4%)

79% less call options, than puts

Call options by funds: $7.45M | Put options by funds: $34.7M

Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
15.78%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
99
Increased
341
Reduced
355
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
Waverly Advisors
Alabama
$799K -$23.3K -92 -3%
AWM
602
Aspire Wealth Management
Massachusetts
$799K -$20.8K -82 -3%
RFP
603
RCS Financial Planning
Maryland
$795K
SFG
604
Synergy Financial Group
California
$779K +$38.8K +153 +5%
B
605
Bailard
California
$771K
AWE
606
Avidian Wealth Enterprises
Texas
$767K +$739K +2,914 New
DFC
607
DBK Financial Counsel
Ohio
$766K -$7.61K -30 -1%
OIA
608
OneDigital Investment Advisors
Kansas
$761K -$90.3K -356 -11%
NG
609
Norden Group
Utah
$757K +$177K +699 +32%
FFN
610
Focus Financial Network
Minnesota
$756K -$10.1K -40 -1%
WHG
611
Westwood Holdings Group
Texas
$756K
MFA
612
Mayflower Financial Advisors
Massachusetts
$746K +$5.58K +22 +0.8%
EPWM
613
Essex Private Wealth Management
Massachusetts
$744K
MFIM
614
Mesirow Financial Investment Management
Illinois
$743K +$402K +1,586 +128%
AFG
615
Atomi Financial Group
New York
$742K +$2.03K +8 +0.3%
VAF
616
Values Added Financial
District of Columbia
$737K
CL
617
Cabana LLC
Arkansas
$737K -$221K -872 -24%
AFS
618
Annapolis Financial Services
Maryland
$736K
RWM
619
Rockwood Wealth Management
Pennsylvania
$734K +$114K +451 +19%
CCWM
620
Cassaday & Co Wealth Management
Virginia
$730K
AC
621
AWM Capital
Arizona
$730K
CCMG
622
Clark Capital Management Group
Pennsylvania
$727K
IAN
623
Integrated Advisors Network
Texas
$725K -$2.79K -11 -0.4%
CT
624
Coastline Trust
Rhode Island
$724K
MWA
625
Meridian Wealth Advisors
Texas
$724K

VV Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2024, worth a combined $26.3B — up 6.3% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new VV positions and 32 closed out — a net gain of 67 holders — while 341 added to existing stakes and 355 trimmed.

The largest buyer was Charles Schwab, adding an estimated $292M. The largest seller was Strategic Financial Concepts, cutting an estimated $618M.

  • 1,099 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2024, up from 1,042 in Q2 2024.
  • Funds reported $26.3B of Vanguard Large-Cap ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 99 funds opened new Vanguard Large-Cap ETF positions in Q3 2024 and 32 closed out, a net change of +67 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2024 was Charles Schwab, an estimated $292M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $618M sold.

Based on aggregated 13F filings for Q3 2024.