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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,041 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, 330 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

1
BL
Balentine LLC
Georgia
$250M
2
Charles Schwab
Charles Schwab
California
$352M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$256M
4
SW
Simplicity Wealth
New Jersey
$140M
5
GM
GeoWealth Management
Illinois
$95.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$638M
2
SC
Samlyn Capital
New York
$127M
3
CCM
Carlson Capital Management
Minnesota
$7.49M
4
Creative Planning
Creative Planning
Kansas
$3.08B
5
JJBC
James J. Burns & Company
New York
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
701
BlackRock
New York
$420K -$5.99K -25 -1%
FFO
702
Fortitude Family Office
Arizona
$418K +$1.44K +6 +0.3%
RPCONE
703
Retirement Planning Company of New England
Rhode Island
$416K +$1.44K +6 +0.3%
FPB
704
First PREMIER Bank
South Dakota
$416K – – –
FW
705
FirstPurpose Wealth
Utah
$415K +$2.12K +9 +0.5%
Members Trust
706
Members Trust
Florida
$414K – – –
SCP
707
Stevens Capital Partners
Nebraska
$413K +$171K +712 +71%
CAC
708
Certified Advisory Corp
Florida
$411K +$36K +150 +10%
HFS
709
Hoge Financial Services
Pennsylvania
$410K +$1.44K +6 +0.4%
B
710
Bailard
California
$408K – – –
KA
711
Klingman & Associates
New York
$404K – – –
BNP Paribas Financial Markets
712
BNP Paribas Financial Markets
France
$404K +$268K +1,116 +196%
WAG
713
Wallace Advisory Group
California
$403K +$403K +1,849 New
AAS
714
Annex Advisory Services
Wisconsin
$400K -$80.3K -335 -17%
HWM
715
HighMark Wealth Management
Minnesota
$400K – – –
SWA
716
Stratos Wealth Advisors
Ohio
$400K +$1.68K +7 +0.4%
COCM
717
Charter Oak Capital Management
New Hampshire
$399K – – –
BWL
718
Bogart Wealth LLC
Virginia
$397K – – –
WCG
719
Weaver Consulting Group
California
$397K – – –
WP
720
WealthPLAN Partners
Nebraska
$396K +$121K +505 +44%
IPW
721
IronBridge Private Wealth
Texas
$392K – – –
BOM
722
Bank of Marin
California
$390K – – –
MCM
723
Manchester Capital Management
Vermont
$389K – – –
ABC
724
Associated Banc-Corp
Wisconsin
$386K -$1.2K -5 -0.3%
FFBTD
725
First Financial Bank - Trust Division
Ohio
$386K – – –
27 28
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