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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,169 hedge funds and large institutions have $25.7B invested in Vanguard Large-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 386 increasing their positions, 367 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
-2
Holders Change %
-0.17%
% of All Funds
15.88%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
1.32%
New
87
Increased
386
Reduced
367
Closed
65
Calls
$8.95M
Puts
$5.62M
Net Calls
+$3.33M
Net Calls Change
+$3.87M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$108M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$54.6M
3
SCM
SCS Capital Management
Massachusetts
+$29.4M
4
RA
Riversedge Advisors
Delaware
+$28.4M
5
MWM
Modern Wealth Management
Kansas
+$23.6M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$150M
2
Two Sigma Investments
Two Sigma Investments
New York
-$35.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$31.9M
4
CW
Curio Wealth
Maryland
-$26.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
626
Carnegie Investment Counsel
Ohio
$724K +$3.94K +17 +0.5%
BO
627
Bank OZK
Arkansas
$721K -$36.5K -142 -5%
VAF
628
Values Added Financial
District of Columbia
$720K – – –
CT
629
Coastline Trust
Rhode Island
$714K +$6.94K +27 +1%
CCWM
630
Cassaday & Co Wealth Management
Virginia
$713K -$9.25K -36 -1%
CCMG
631
Clark Capital Management Group
Pennsylvania
$709K – – –
MA
632
MBA Advisors
Pennsylvania
$709K +$10K +39 +1%
MWA
633
Meridian Wealth Advisors
Texas
$707K – – –
CFS
634
CGC Financial Services
Oregon
$702K – – –
CC
635
Callan Capital
California
$700K +$201K +782 +40%
WA
636
Waverly Advisors
Alabama
$699K +$13.9K +54 +2%
BAM
637
Belpointe Asset Management
Nevada
$699K +$425K +1,653 +155%
FCA
638
Fortis Capital Advisors
Kansas
$699K +$425K +1,653 +155%
BCG
639
Breakwater Capital Group
New Jersey
$695K -$514 -2 -0.1%
RWM
640
Rockwood Wealth Management
Pennsylvania
$692K – – –
SIM
641
Studio Investment Management
Illinois
$678K +$331K +1,287 +95%
SL
642
Salomon & Ludwin
Virginia
$677K -$66.3K -258 -9%
LWM
643
LongView Wealth Management
Georgia
$676K -$138K -536 -17%
GA
644
Goldstein Advisors
Wisconsin
$675K – – –
LL
645
LPWM LLC
Minnesota
$663K – – –
BWP
646
Burling Wealth Partners
Illinois
$662K – – –
AF
647
Apollon Financial
South Carolina
$659K +$659K +2,563 New
WA
648
Wealth Alliance
New York
$657K +$657K +2,557 New
AWM
649
Apollon Wealth Management
South Carolina
$657K -$172K -671 -21%
EFG
650
Embree Financial Group
Illinois
$656K – – –
24 25
26
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