VV icon

Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
651
Peterson Wealth Advisors
Utah
$633K -$10.5K -40 -2%
CCA
652
Clarity Capital Advisors
Florida
$633K +$2.11K +8 +0.3%
KFGK
653
Keystone Financial Group (Kentucky)
Kentucky
$632K +$632K +2,400 New
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$631K – – –
LC
655
Lindbrook Capital
California
$631K – – –
MA
656
Mutual Advisors
Nebraska
$630K +$119K +449 +23%
RWM
657
Rezny Wealth Management
Florida
$628K – – –
PHWM
658
Pine Harbor Wealth Management
Maryland
$623K +$398K +1,513 +177%
PI
659
PFG Investments
New York
$622K -$3.69K -14 -0.6%
SF
660
Safeguard Financial
Wisconsin
$621K – – –
WAG
661
Winthrop Advisory Group
Massachusetts
$620K +$792 +3 +0.1%
ES
662
ETF Store
Kansas
$620K +$1.84K +7 +0.3%
QP
663
Quartz Partners
New York
$620K +$620K +2,353 New
UBV
664
United Bank (Virginia)
Virginia
$618K – – –
BBA
665
Braun-Bostich & Associates
Pennsylvania
$617K – – –
SMA
666
Sage Mountain Advisors
Georgia
$611K +$314K +1,191 +106%
PCS
667
Personal CFO Solutions
New Jersey
$608K +$5.27K +20 +0.9%
BFM
668
Boston Financial Management
Massachusetts
$603K – – –
EA
669
Efficient Advisors
Ohio
$596K -$21.1K -80 -3%
CSB
670
City State Bank
Iowa
$595K -$26.3K -100 -4%
AWM
671
Ariadne Wealth Management
California
$591K +$591K +2,158 New
TC
672
Trust Company
Kansas
$583K – – –
SSB
673
Sandy Spring Bank
Maryland
$581K -$13.7K -52 -2%
VNA
674
Valley National Advisers
Pennsylvania
$577K -$25K -95 -4%
BWP
675
Bernardo Wealth Planning
Pennsylvania
$577K – – –
25 26
27
28 29