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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.14%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.16B
2
Bank of America
Bank of America
North Carolina
$690M
3
Charles Schwab
Charles Schwab
California
$124M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.64B
5
JJBC
James J. Burns & Company
New York
$121M

Top Sellers

1
SC
Samlyn Capital
New York
$222M
2
LWM
Liberty Wealth Management
California
$794K
3
Goldman Sachs
Goldman Sachs
New York
$71M
4
BPA
Beacon Pointe Advisors
California
$17.5M
5
CAM
Cresset Asset Management
Illinois
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
626
Brookstone Capital Management
Illinois
$544K -$22.3K -102 -4%
SGK
627
Steigerwald Gordon & Koch
Virginia
$542K – – –
CSB
628
City State Bank
Iowa
$542K – – –
RFN
629
Redwood Financial Network
Ohio
$540K -$10.9K -50 -2%
TIA
630
Traphagen Investment Advisors
New Jersey
$533K +$11.3K +52 +2%
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K +$70.9K +325 +15%
BBA
632
Braun-Bostich & Associates
Pennsylvania
$529K – – –
PHWM
633
Pine Harbor Wealth Management
Maryland
$528K +$528K +2,420 New
RZH
634
Relyea Zuckerberg Hanson
Connecticut
$526K +$2.18K +10 +0.4%
LC
635
Lindbrook Capital
California
$523K -$174K -798 -25%
GIA
636
Gladstone Institutional Advisory
Florida
$517K +$262K +1,200 +102%
HB
637
HTLF Bank
Colorado
$517K +$517K +2,370 New
BG
638
Benedetti & Gucer
Georgia
$514K – – –
GA
639
Goldstein Advisors
Wisconsin
$512K – – –
SF
640
Safeguard Financial
Wisconsin
$511K +$511K +2,342 New
ES
641
ETF Store
Kansas
$511K +$1.75K +8 +0.3%
RWM
642
Rockwood Wealth Management
Pennsylvania
$509K – – –
WLIM
643
White Lighthouse Investment Management
Massachusetts
$509K – – –
VWM
644
Venturi Wealth Management
Texas
$508K -$6.98K -32 -1%
AWM
645
Apollon Wealth Management
South Carolina
$508K +$33.8K +155 +7%
EA
646
Everpar Advisors
Oklahoma
$506K +$506K +2,320 New
CCA
647
Clarity Capital Advisors
Florida
$506K +$506K +2,319 New
BFM
648
Boston Financial Management
Massachusetts
$500K -$98.2K -450 -16%
PCS
649
Personal CFO Solutions
New Jersey
$500K +$53.7K +246 +12%
CIR
650
Clear Investment Research
Georgia
$500K +$500K +2,290 New
24 25
26
27 28