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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
COCM
676
Charter Oak Capital Management
New Hampshire
$326K
WIA
677
World Investment Advisors
California
$325K -$611 -3 -0.2%
BWL
678
Bogart Wealth LLC
Virginia
$324K
WCG
679
Weaver Consulting Group
California
$324K
FC
680
Forte Capital
New York
$322K
WS
681
Wedbush Securities
California
$320K +$14.5K +71 +5%
CAC
682
Certified Advisory Corp
Florida
$319K -$307K -1,509 -48%
BOM
683
Bank of Marin
California
$318K
FW
684
FirstPurpose Wealth
Utah
$318K -$8.15K -40 -2%
MCM
685
Manchester Capital Management
Vermont
$318K
FFBTD
686
First Financial Bank - Trust Division
Ohio
$315K -$1.83K -9 -0.6%
CMBA
687
C.M. Bidwell & Associates
Hawaii
$315K -$39.9K -196 -11%
CWA
688
Consilio Wealth Advisors
Washington
$314K
PP
689
Pegasus Partners
Wisconsin
$314K
FPFS
690
First Personal Financial Services
North Carolina
$313K
FG
691
Fiduciary Group
Georgia
$313K -$12K -59 -4%
MCM
692
Mitchell Capital Management
Kansas
$312K
CCA
693
Cobblestone Capital Advisors
New York
$312K -$1.43K -7 -0.4%
AFS
694
Axiom Financial Strategies
Indiana
$312K
AA
695
ACT Advisors
North Carolina
$311K -$216K -1,059 -40%
CGPCS
696
Capital Group Private Client Services
California
$310K +$1.02K +5 +0.3%
OHIS
697
Oak Harvest Investment Services
Texas
$310K -$1.22K -6 -0.4%
RFC
698
Regions Financial Corp
Alabama
$310K -$42.2K -207 -12%
GLA
699
Good Life Advisors
Pennsylvania
$309K +$88.8K +436 +38%
CWM
700
Calamos Wealth Management
Illinois
$308K -$3.67K -18 -1%

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.