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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
701
Meridian Financial
Massachusetts
$254K – – –
WI
702
Wintrust Investments
Illinois
$252K -$28.1K -151 -10%
CW
703
Connectus Wealth
Ohio
$252K +$252K +1,348 New
ASC
704
Atalanta Sosnoff Capital
New York
$252K +$252K +1,347 New
Fisher Asset Management
705
Fisher Asset Management
Washington
$250K +$250K +1,339 New
FW
706
FirstPurpose Wealth
Utah
$249K -$85.9K -460 -26%
MAM
707
Marquette Asset Management
Minnesota
$242K – – –
SBH
708
Segall Bryant & Hamill
Illinois
$242K +$242K +1,299 New
BTI
709
Blue Trust Inc
Georgia
$241K – – –
WI
710
Wedgewood Investors
Pennsylvania
$240K – – –
FCFC
711
First Commonwealth Financial Corp
Pennsylvania
$239K -$224K -1,200 -48%
BA
712
Bellwether Advisors
Nebraska
$235K -$72.9K -390 -24%
AWA
713
Archvest Wealth Advisors
California
$235K -$2.93M -15,653 -93%
AA
714
Aire Advisors
California
$235K -$29.1K -156 -11%
SCP
715
Shorepoint Capital Partners
Massachusetts
$235K +$12.9K +69 +6%
RA
716
Riversedge Advisors
Delaware
$235K +$235K +1,256 New
CFD
717
Creative Financial Designs
Indiana
$234K -$17.6K -94 -7%
CAM
718
Carret Asset Management
New York
$234K – – –
ACM
719
Ategra Capital Management
Virginia
$234K – – –
VWM
720
Venturi Wealth Management
Texas
$233K -$47.3K -253 -17%
AC
721
Anson Capital
Georgia
$232K +$232K +1,242 New
Citadel Advisors
722
Citadel Advisors
Florida
$231K +$160K +859 +226%
WSFS
723
Wilmington Savings Fund Society
Delaware
$231K – – –
CC
724
Callan Capital
California
$230K – – –
MPPLM
725
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$228K -$20.4K -109 -8%
27 28
29
30 31