VV icon

Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FW
651
FirstPurpose Wealth
Utah
$338K 1,665 +334 +25%
WIA
652
World Investment Advisors
California
$338K 1,665 +1 +0.1%
LWMT
653
Legacy Wealth Management (Tennessee)
Tennessee
$337K 1,665 +1,665 New
COCM
654
Charter Oak Capital Management
New Hampshire
$337K 1,664 – –
CWM
655
Connecticut Wealth Management
Connecticut
$337K 1,661 -646 -28%
FG
656
Fiduciary Group
Georgia
$336K 1,658 +59 +4%
BWL
657
Bogart Wealth LLC
Virginia
$336K 1,656 – –
WCG
658
Weaver Consulting Group
California
$335K 1,654 – –
FC
659
Forte Capital
New York
$333K 1,643 – –
CWA
660
Consilio Wealth Advisors
Washington
$330K 1,629 -173 -10%
BOM
661
Bank of Marin
California
$330K 1,627 – –
MCM
662
Manchester Capital Management
Vermont
$329K 1,624 – –
BTI
663
Blue Trust Inc
Georgia
$329K 1,763 +382 +28%
FFBTD
664
First Financial Bank - Trust Division
Ohio
$329K 1,621 -1 -0.1%
WCFA
665
Walkner Condon Financial Advisors
Wisconsin
$325K 1,605 – –
PP
666
Pegasus Partners
Wisconsin
$325K 1,604 – –
CCA
667
Cobblestone Capital Advisors
New York
$324K 1,600 -763 -32%
FPFS
668
First Personal Financial Services
North Carolina
$324K 1,600 -98 -6%
MCM
669
Mitchell Capital Management
Kansas
$323K 1,595 – –
CWA
670
Canvas Wealth Advisors
Kansas
$323K 1,555 -50 -3%
CWM
671
Calamos Wealth Management
Illinois
$323K 1,593 – –
AFS
672
Axiom Financial Strategies
Indiana
$323K 1,592 – –
OHIS
673
Oak Harvest Investment Services
Texas
$322K 1,590 -131 -8%
WCWM
674
Willow Creek Wealth Management
California
$321K 1,585 – –
CGPCS
675
Capital Group Private Client Services
California
$320K 1,580 +6 +0.4%
25 26
27
28 29