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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.16B
2
Bank of America
2
Bank of America
North Carolina
$690M
3
Charles Schwab
3
Charles Schwab
California
$124M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.64B
5
JJBC
5
James J. Burns & Company
New York
$121M

Top Sellers

1
SC
1
Samlyn Capital
New York
$222M
2
LWM
2
Liberty Wealth Management
California
$794K
3
Goldman Sachs
3
Goldman Sachs
New York
$71M
4
BPA
4
Beacon Pointe Advisors
California
$17.5M
5
CAM
5
Cresset Asset Management
Illinois
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
676
Allred Capital Management
Texas
$438K 2,006 +7 +0.4%
AAS
677
Annex Advisory Services
Wisconsin
$437K 2,003 -20 -1%
GC
678
Gratus Capital
Georgia
$436K 2,000 – –
CRC
679
Curi RMB Capital
Illinois
$436K 1,997 +627 +46%
JIC
680
Johnson Investment Counsel
Ohio
$435K 1,992 +71 +4%
NCM
681
Novare Capital Management
North Carolina
$434K 1,990 – –
MWM
682
MY Wealth Management
Maryland
$432K 1,978 – –
CFG
683
Cooper Financial Group
California
$431K 1,975 +1 +0.1%
WP
684
WealthSource Partners
California
$426K 1,952 – –
MWM
685
Meritas Wealth Management
California
$424K 1,945 +1,945 New
CFD
686
Creative Financial Designs
Indiana
$422K 1,937 +18 +0.9%
MWM
687
Mission Wealth Management
California
$421K 1,931 – –
FWTB
688
First Western Trust Bank
Colorado
$421K 1,931 – –
NAS
689
Nicolet Advisory Services
Wisconsin
$421K 1,956 – –
AC
690
Abbrea Capital
California
$420K 1,927 – –
VIM
691
Vista Investment Management
Pennsylvania
$414K 1,900 – –
CTWM
692
Cherry Tree Wealth Management
Minnesota
$414K 1,898 – –
SWA
693
Sax Wealth Advisors
New Jersey
$413K 1,893 – –
PCM
694
Passive Capital Management
Maryland
$413K 1,892 – –
SI
695
Stephens Inc
Arkansas
$410K 1,880 +3 +0.2%
MW
696
Marcum Wealth
Ohio
$408K 1,868 – –
PWP
697
Principle Wealth Partners
Connecticut
$404K 1,850 – –
AWP
698
Abacus Wealth Partners
California
$401K 1,837 – –
GC
699
Grimes & Company
Massachusetts
$399K 1,830 -1,922 -51%
ZIM
700
Zacks Investment Management
Illinois
$399K 1,829 +1,829 New
26 27
28
29 30