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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
601
Aspire Wealth Management
Massachusetts
$799K -$21.6K -82 -3%
RFP
602
RCS Financial Planning
Maryland
$795K – – –
SFG
603
Synergy Financial Group
California
$779K +$40.3K +153 +5%
B
604
Bailard
California
$771K – – –
AWE
605
Avidian Wealth Enterprises
Texas
$767K +$767K +2,914 New
DFC
606
DBK Financial Counsel
Ohio
$766K -$7.9K -30 -1%
OIA
607
OneDigital Investment Advisors
Kansas
$761K -$93.7K -356 -11%
NG
608
Norden Group
Utah
$757K +$184K +699 +32%
FFN
609
Focus Financial Network
Minnesota
$756K -$10.6K -40 -1%
WHG
610
Westwood Holdings Group
Texas
$756K – – –
MFA
611
Mayflower Financial Advisors
Massachusetts
$746K +$5.79K +22 +0.8%
EPWM
612
Essex Private Wealth Management
Massachusetts
$744K – – –
MFIM
613
Mesirow Financial Investment Management
Illinois
$743K +$418K +1,586 +128%
AFG
614
Atomi Financial Group
New York
$742K +$2.11K +8 +0.3%
VAF
615
Values Added Financial
District of Columbia
$737K – – –
CL
616
Cabana LLC
Arkansas
$737K -$230K -872 -24%
AFS
617
Annapolis Financial Services
Maryland
$736K – – –
RWM
618
Rockwood Wealth Management
Pennsylvania
$734K +$119K +451 +19%
CCWM
619
Cassaday & Co Wealth Management
Virginia
$730K – – –
AC
620
AWM Capital
Arizona
$730K – – –
CCMG
621
Clark Capital Management Group
Pennsylvania
$727K – – –
IAN
622
Integrated Advisors Network
Texas
$725K -$2.9K -11 -0.4%
CT
623
Coastline Trust
Rhode Island
$724K – – –
MWA
624
Meridian Wealth Advisors
Texas
$724K – – –
PBF
625
Petix & Botte Financial
California
$724K -$61.1K -232 -8%
23 24
25
26 27