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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
$793M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$254M
3
SS
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
Charles Schwab
California
$134M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$184M
2
FA
Fiducient Advisors
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$554M
4
PWM
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
Creative Planning
Kansas
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
651
Weaver Consulting Group
California
$309K -$54.2K -290 -15%
FIA
652
Foundations Investment Advisors
Arizona
$308K +$22.4K +120 +8%
FC
653
Forte Capital
New York
$307K – – –
LNWTC
654
Laird Norton Wetherby Trust Company
Washington
$305K – – –
BOM
655
Bank of Marin
California
$304K – – –
MCM
656
Manchester Capital Management
Vermont
$303K – – –
FFBTD
657
First Financial Bank - Trust Division
Ohio
$303K -$187 -1 -0.1%
WAP
658
Wealthcare Advisory Partners
Pennsylvania
$303K +$303K +1,620 New
CAL
659
Capital Analysts LLC
Pennsylvania
$302K -$80K -429 -21%
CWA
660
Canvas Wealth Advisors
Kansas
$302K – – –
WCFA
661
Walkner Condon Financial Advisors
Wisconsin
$300K -$1.49K -8 -0.5%
PP
662
Pegasus Partners
Wisconsin
$300K – – –
RFN
663
RDA Financial Network
Iowa
$300K – – –
FG
664
Fiduciary Group
Georgia
$299K – – –
MIM
665
Miller Investment Management
Pennsylvania
$298K – – –
MCM
666
Mitchell Capital Management
Kansas
$298K – – –
CWM
667
Calamos Wealth Management
Illinois
$298K -$56.4K -302 -16%
AFS
668
Axiom Financial Strategies
Indiana
$297K -$6.79M -36,356 -96%
SC
669
Schoolcraft Capital
Colorado
$297K -$30.1K -161 -9%
WCWM
670
Willow Creek Wealth Management
California
$296K – – –
LT
671
Legacy Trust
Michigan
$296K – – –
RFC
672
Regions Financial Corp
Alabama
$296K -$39.1K -209 -12%
CGPCS
673
Capital Group Private Client Services
California
$294K +$1.12K +6 +0.4%
CWC
674
Carolinas Wealth Consulting
North Carolina
$294K – – –
FF
675
Financial Futures
New Jersey
$293K -$5.98K -32 -2%
25 26
27
28 29