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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$788M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$242M
3
SS
Simplicity Solutions
Minnesota
+$134M
4
Charles Schwab
Charles Schwab
California
+$41.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$32M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$193M
2
FA
Fiducient Advisors
Illinois
-$35M
3
Bank of America
Bank of America
North Carolina
-$31M
4
PWM
PRW Wealth Management
Massachusetts
-$29.8M
5
Creative Planning
Creative Planning
Kansas
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
626
Greenwich Investment Management
Connecticut
$340K +$340K +1,821 New
TBWA
627
Three Bridge Wealth Advisors
California
$339K – – –
CMBA
628
C.M. Bidwell & Associates
Hawaii
$337K -$160K -855 -32%
CWA
629
Consilio Wealth Advisors
Washington
$337K -$88K -471 -21%
AI
630
Accredited Investors
Minnesota
$336K +$336K +1,800 New
JIC
631
Johnson Investment Counsel
Ohio
$335K +$335K +1,793 New
AWM
632
Apollon Wealth Management
South Carolina
$333K -$35.9K -192 -10%
AWA
633
Aletheian Wealth Advisors
Washington
$331K – – –
USCWA
634
U.S. Capital Wealth Advisors
Texas
$330K +$17.4K +93 +6%
FHC
635
First Heartland Consultants
Missouri
$327K +$14.6K +78 +5%
WS
636
Wedbush Securities
California
$327K -$8.58K -46 -3%
PBF
637
Petix & Botte Financial
California
$326K +$326K +1,743 New
WP
638
WealthShield Partners
North Carolina
$325K +$4.67K +25 +1%
FPB
639
First PREMIER Bank
South Dakota
$324K – – –
PCM
640
Passive Capital Management
Maryland
$322K – – –
OHIS
641
Oak Harvest Investment Services
Texas
$322K +$1.31K +7 +0.4%
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$318K – – –
B
643
Bailard
California
$318K – – –
FPFS
644
First Personal Financial Services
North Carolina
$317K – – –
ABC
645
Associated Banc-Corp
Wisconsin
$314K – – –
KWA
646
KCS Wealth Advisory
California
$313K – – –
HWM
647
HighMark Wealth Management
Minnesota
$312K – – –
WIA
648
World Investment Advisors
California
$311K -$63.5K -340 -17%
COCM
649
Charter Oak Capital Management
New Hampshire
$311K – – –
BWL
650
Bogart Wealth LLC
Virginia
$309K +$53.8K +288 +21%
24 25
26
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