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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,036 hedge funds and large institutions have $24.8B invested in Vanguard Large-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 292 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
15.07%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.37%
New
79
Increased
292
Reduced
315
Closed
72
Calls
$5.74M
Puts
$4.59M
Net Calls
+$1.15M
Net Calls Change
+$60.1M

Top Buyers

1
MAV
1
Mason & Associates (Virginia)
Virginia
$103M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$190M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.28B
4
Charles Schwab
4
Charles Schwab
California
$436M
5
JJBC
5
James J. Burns & Company
New York
$141M

Top Sellers

1
W
1
Wealthquest
Ohio
$169M
2
SC
2
Samlyn Capital
New York
$205K
3
EF
3
Empowered Funds
Pennsylvania
$0
4
GA
4
GFS Advisors
Texas
$974K
5
Bank of America
5
Bank of America
North Carolina
$771M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
676
Curi RMB Capital
Illinois
$504K – – –
GA
677
Greenspring Advisors
Maryland
$504K – – –
TA
678
TruWealth Advisors
Louisiana
$501K – – –
GC
679
Gratus Capital
Georgia
$499K – – –
GC
680
Grimes & Company
Massachusetts
$498K +$36.7K +147 +8%
GEA
681
Glen Eagle Advisors
New Jersey
$496K -$131K -525 -21%
CAI
682
Capital Advisors Inc
Oklahoma
$493K +$184K +739 +60%
WLIM
683
White Lighthouse Investment Management
Massachusetts
$491K -$91.6K -367 -16%
WA
684
WBH Advisory
Maryland
$487K +$113K +451 +30%
RWM
685
Revisor Wealth Management
Ohio
$486K -$583K -2,335 -55%
CPP
686
Capasso Planning Partners
South Carolina
$484K +$155K +621 +47%
AC
687
Abbrea Capital
California
$483K – – –
CFD
688
Creative Financial Designs
Indiana
$483K +$6.74K +27 +1%
FWTB
689
First Western Trust Bank
Colorado
$482K – – –
MA
690
Mutual Advisors
Nebraska
$480K +$192K +767 +67%
SFP
691
Sandbox Financial Partners
Maryland
$475K +$475K +1,901 New
VIM
692
Vista Investment Management
Pennsylvania
$474K – – –
DWM
693
Diversify Wealth Management
Utah
$473K +$473K +1,996 New
PCM
694
Passive Capital Management
Maryland
$472K – – –
MW
695
Marcum Wealth
Ohio
$469K – – –
RIM
696
Rockbridge Investment Management
New York
$465K – – –
PA
697
PFG Advisors
Arizona
$464K +$464K +1,860 New
ZIM
698
Zacks Investment Management
Illinois
$457K – – –
TBWA
699
Three Bridge Wealth Advisors
California
$455K – – –
CTWM
700
Cherry Tree Wealth Management
Minnesota
$453K -$20.5K -82 -4%
26 27
28
29 30