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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.

Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.27%
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 Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$54.4M 291,018 -2,011 -0.7%
TI
52
Truepoint Inc
Ohio
$54.2M 290,065 -34,395 -11%
PAI
53
Pittenger & Anderson Inc
Nebraska
$50.1M 268,203 +967 +0.4%
OHWA
54
Oak Hill Wealth Advisors
Virginia
$45.1M 241,351 +8,842 +4%
MML Investors Services
55
MML Investors Services
Massachusetts
$43.7M 233,718 -8,726 -4%
PA
56
Parallel Advisors
California
$38.9M 208,370 -3,239 -2%
JIP
57
Jaffetilchin Investment Partners
Florida
$37.5M 200,497 -23,103 -10%
JFG
58
JMG Financial Group
Illinois
$34.4M 184,370 -10,046 -5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$33.4M 178,587 -20,338 -10%
AIM
60
Acropolis Investment Management
Missouri
$33.1M 177,369 -3,944 -2%
VFP
61
Verus Financial Partners
Virginia
$31.7M 171,520 -1,049 -0.6%
PFA
62
Pure Financial Advisors
California
$31M 166,180 -296 -0.2%
PMFA
63
Plante Moran Financial Advisors
Michigan
$31M 165,879 -4,996 -3%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$29.6M 158,429 -175 -0.1%
SB
65
Sunflower Bank
Texas
$28.9M 154,440 +1,689 +1%
BPWM
66
Badgley Phelps Wealth Managers
Washington
$27.3M 146,398 +6,495 +5%
CI
67
CX Institutional
Indiana
$26.6M 142,011 -27,828 -16%
HighTower Advisors
68
HighTower Advisors
Illinois
$25.8M 138,186 -1,426 -1%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$25.3M 135,538 +2,310 +2%
HWMG
70
Hurlow Wealth Management Group
Indiana
$24.3M 130,147 +12,691 +11%
WCAMG
71
Woodard & Company Asset Management Group
North Carolina
$24.2M 129,339 +50,526 +64%
RJA
72
Raymond James & Associates
Florida
$24M 128,271 -38,917 -23%
KCM
73
Kathmere Capital Management
Pennsylvania
$23.9M 127,917 +5,540 +5%
PAG
74
Private Advisor Group
New Jersey
$23.3M 124,626 +4,574 +4%
IC
75
IEQ Capital
California
$23M 123,179 -15,712 -11%
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