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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
SWA
651
Sax Wealth Advisors
New Jersey
$371K
PCM
652
Passive Capital Management
Maryland
$370K
Members Trust
653
Members Trust
Florida
$368K
SI
654
Stephens Inc
Arkansas
$367K -$63.9K -314 -14%
CM
655
Cornerstone Management
Georgia
$366K -$5.5K -27 -1%
MW
656
Marcum Wealth
Ohio
$366K +$153K +751 +67%
EW
657
Evoke Wealth
California
$362K
PWP
658
Principle Wealth Partners
Connecticut
$362K
SAM
659
Synergy Asset Management
Washington
$361K +$376K +1,845 New
AWP
660
Abacus Wealth Partners
California
$359K
PWM
661
PBMares Wealth Management
Virginia
$358K -$40.1K -197 -10%
FT
662
Fiduciary Trust
Massachusetts
$357K -$36.9K -181 -9%
TBWA
663
Three Bridge Wealth Advisors
California
$355K
AWA
664
Aletheian Wealth Advisors
Washington
$347K
FPB
665
First PREMIER Bank
South Dakota
$339K
WP
666
WealthShield Partners
North Carolina
$338K -$2.04K -10 -0.6%
RPCONE
667
Retirement Planning Company of New England
Rhode Island
$337K -$179K -878 -34%
FHC
668
First Heartland Consultants
Missouri
$335K -$2.04K -10 -0.6%
PP
669
Prosperity Planning
Missouri
$333K -$7.13K -35 -2%
B
670
Bailard
California
$333K
USCWA
671
U.S. Capital Wealth Advisors
Texas
$331K +$1.22K +6 +0.4%
KA
672
Klingman & Associates
New York
$330K +$44.2K +217 +15%
MSFS
673
Main Street Financial Solutions
Pennsylvania
$329K +$343K +1,684 New
ABC
674
Associated Banc-Corp
Wisconsin
$327K -$2.85K -14 -0.8%
HWM
675
HighMark Wealth Management
Minnesota
$326K

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.