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Vanguard Large-Cap ETF

938 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
626
Houlihan Financial Resource Group
Virginia
$402K +$426K +2,094 New
OCM
627
Orser Capital Management
Texas
$401K
PCS
628
Personal CFO Solutions
New Jersey
$400K
AAS
629
Annex Advisory Services
Wisconsin
$396K
KIA
630
KCM Investment Advisors
California
$395K -$8.76K -43 -2%
MA
631
MBA Advisors
Pennsylvania
$392K +$196K +962 +93%
GC
632
Gratus Capital
Georgia
$391K
ACM
633
Allred Capital Management
Texas
$391K +$1.02K +5 +0.3%
Renaissance Technologies
634
Renaissance Technologies
New York
$391K -$916K -4,500 -69%
NCM
635
Novare Capital Management
North Carolina
$389K -$20.4K -100 -5%
MWM
636
MY Wealth Management
Maryland
$387K -$9.37K -46 -2%
VFA
637
Valeo Financial Advisors
Indiana
$386K +$12K +59 +3%
CFG
638
Cooper Financial Group
California
$386K -$70.1K -344 -15%
TNA
639
True North Advisors
Texas
$386K
WP
640
WealthSource Partners
California
$382K
NAS
641
Nicolet Advisory Services
Wisconsin
$380K
TF
642
Theory Financial
Colorado
$379K -$523K -2,568 -57%
MWM
643
Mission Wealth Management
California
$378K -$171K -842 -30%
FWTB
644
First Western Trust Bank
Colorado
$378K
AC
645
Abbrea Capital
California
$377K
JIC
646
Johnson Investment Counsel
Ohio
$376K +$27.3K +134 +7%
CFD
647
Creative Financial Designs
Indiana
$376K +$25.7K +126 +7%
BlackRock
648
BlackRock
New York
$372K
VIM
649
Vista Investment Management
Pennsylvania
$372K
CTWM
650
Cherry Tree Wealth Management
Minnesota
$371K

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.