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Vanguard Large-Cap ETF
VV

1,042 hedge funds and large institutions have $24.8B invested in Vanguard Large-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 291 increasing their positions, 318 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $4.59M

11% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 72

5% more capital invested

Capital invested by funds: $23.5B → $24.8B (+$1.28B)

3% more funds holding in top 10

Funds holding in top 10: 91 → 94 (+3)

1.69% more ownership

Funds ownership: 68.19% → 69.88% (+1.7%)

0% less funds holding

Funds holding: 1,045 → 1,042 (-3)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 318

Holders
1,042
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
15.05%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.36%
New
80
Increased
291
Reduced
318
Closed
72
Calls
$5.74M
Puts
$4.59M
Net Calls
+$1.15M
Net Calls Change
+$60.1M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$585M
2
MAV
Mason & Associates (Virginia)
Virginia
+$99.5M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$92M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$81.4M
5
Charles Schwab
Charles Schwab
California
+$67.1M

Top Sellers

Rank Fund Capital Flow
1
W
Wealthquest
Ohio
-$151M
2
SC
Samlyn Capital
New York
-$127M
3
EF
Empowered Funds
Pennsylvania
-$41M
4
Bank of America
Bank of America
North Carolina
-$20.9M
5
Goldman Sachs
Goldman Sachs
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
701
Zacks Investment Management
Illinois
$457K – – –
TBWA
702
Three Bridge Wealth Advisors
California
$455K – – –
CTWM
703
Cherry Tree Wealth Management
Minnesota
$453K -$19.7K -82 -4%
COCM
704
Charter Oak Capital Management
New Hampshire
$453K +$36.5K +152 +9%
CGPCS
705
Capital Group Private Client Services
California
$451K +$1.44K +6 +0.3%
PWM
706
PBMares Wealth Management
Virginia
$446K -$240 -1 -0.1%
DFA
707
Delta Financial Advisors
Louisiana
$445K – – –
ACM
708
Allred Capital Management
Texas
$443K -$8.65K -36 -2%
AWP
709
Abacus Wealth Partners
California
$442K -$6.73K -28 -2%
AWA
710
Aletheian Wealth Advisors
Washington
$442K – – –
BlackRock
711
BlackRock
New York
$438K – – –
FFO
712
Fortitude Family Office
Arizona
$435K – – –
FPB
713
First PREMIER Bank
South Dakota
$433K – – –
RPCONE
714
Retirement Planning Company of New England
Rhode Island
$432K -$1.2K -5 -0.3%
HFS
715
Hoge Financial Services
Pennsylvania
$428K +$480 +2 +0.1%
GLLW
716
Graves Light Lenhart Wealth
Virginia
$423K -$98K -408 -19%
KA
717
Klingman & Associates
New York
$421K – – –
AAS
718
Annex Advisory Services
Wisconsin
$416K – – –
HWM
719
HighMark Wealth Management
Minnesota
$416K – – –
SWA
720
Stratos Wealth Advisors
Ohio
$416K – – –
BWL
721
Bogart Wealth LLC
Virginia
$413K – – –
WCG
722
Weaver Consulting Group
California
$413K – – –
IPW
723
IronBridge Private Wealth
Texas
$408K – – –
BOM
724
Bank of Marin
California
$406K – – –
MCM
725
Manchester Capital Management
Vermont
$405K – – –
27 28
29
30 31

VV Hedge Fund Activity: Q2 2024 in Review

1,042 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2024, worth a combined $24.8B — up 5.4% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VV positions and 72 closed out — a net gain of 8 holders — while 291 added to existing stakes and 318 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $585M. The largest seller was Wealthquest, cutting an estimated $151M.

  • 1,042 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2024, down from 1,045 in Q1 2024.
  • Funds reported $24.8B of Vanguard Large-Cap ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 80 funds opened new Vanguard Large-Cap ETF positions in Q2 2024 and 72 closed out, a net change of +8 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $585M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2024 was Wealthquest, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2024.