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Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
676
Nicolet Advisory Services
Wisconsin
$466K
FWTB
677
First Western Trust Bank
Colorado
$463K
AC
678
Abbrea Capital
California
$462K
SWA
679
Sax Wealth Advisors
New Jersey
$462K +$7.55K +33 +2%
KFGK
680
Keystone Financial Group (Kentucky)
Kentucky
$457K +$107K +466 +32%
CFD
681
Creative Financial Designs
Indiana
$457K -$6.86K -30 -2%
VIM
682
Vista Investment Management
Pennsylvania
$456K
CTWM
683
Cherry Tree Wealth Management
Minnesota
$455K
PCM
684
Passive Capital Management
Maryland
$454K
FCBT
685
First Citizens Bank & Trust
North Carolina
$452K +$431K +1,885 New
MW
686
Marcum Wealth
Ohio
$451K +$2.75K +12 +0.6%
SI
687
Stephens Inc
Arkansas
$450K -$686 -3 -0.2%
DP
688
Denver PWM
Colorado
$448K +$50.6K +221 +13%
RIM
689
Rockbridge Investment Management
New York
$447K -$182K -797 -30%
SFG
690
Synergy Financial Group
California
$444K +$188K +822 +80%
EA
691
Everpar Advisors
Oklahoma
$444K -$108K -470 -20%
GC
692
Grimes & Company
Massachusetts
$443K +$3.89K +17 +0.9%
ZIM
693
Zacks Investment Management
Illinois
$439K +$915 +4 +0.2%
TBWA
694
Three Bridge Wealth Advisors
California
$435K
ACM
695
Allred Capital Management
Texas
$434K -$44.6K -195 -10%
CGPCS
696
Capital Group Private Client Services
California
$432K +$47.6K +208 +13%
AWP
697
Abacus Wealth Partners
California
$432K -$8.47K -37 -2%
PWM
698
PBMares Wealth Management
Virginia
$429K -$6.41K -28 -2%
DFA
699
Delta Financial Advisors
Louisiana
$427K -$57.2K -250 -12%
AWA
700
Aletheian Wealth Advisors
Washington
$425K

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.