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Vanguard Large-Cap ETF

938 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
AM
51
AGF Management
Ontario, Canada
$60.4M -$2.97M -14,579 -5%
EH
52
Equitable Holdings
New York
$60M -$5.85M -28,749 -9%
TFA
53
Transamerica Financial Advisors
Florida
$55.5M -$1.37M -6,746 -2%
PAI
54
Pittenger & Anderson Inc
Nebraska
$54.9M +$988K +4,851 +2%
TI
55
Truepoint Inc
Ohio
$52.5M -$2.22M -10,915 -4%
BPA
56
Beacon Pointe Advisors
California
$51M +$49.1M +241,014 +1,245%
OHWA
57
Oak Hill Wealth Advisors
Virginia
$49.4M +$1.33M +6,545 +3%
MML Investors Services
58
MML Investors Services
Massachusetts
$48.2M -$604K -2,968 -1%
PA
59
Parallel Advisors
California
$45M +$4.9M +24,040 +12%
JIP
60
Jaffetilchin Investment Partners
Florida
$38.3M +$135K +665 +0.3%
JFG
61
JMG Financial Group
Illinois
$34.9M -$599K -2,942 -2%
HighTower Advisors
62
HighTower Advisors
Illinois
$33.9M +$5.02M +24,651 +17%
AIM
63
Acropolis Investment Management
Missouri
$33.7M -$643K -3,159 -2%
PMFA
64
Plante Moran Financial Advisors
Michigan
$33.5M +$49.5K +243 +0.1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$30.9M -$1.53M -7,489 -5%
Comerica Bank
66
Comerica Bank
Texas
$29.8M +$31.1M +152,466 New
PFA
67
Pure Financial Advisors
California
$29.6M -$265K -1,299 -0.9%
BPWM
68
Badgley Phelps Wealth Managers
Washington
$29.6M +$184K +905 +0.6%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$28.6M -$1.02M -5,024 -3%
SB
70
Sunflower Bank
Texas
$27.5M -$773K -3,794 -3%
KCM
71
Kathmere Capital Management
Pennsylvania
$27.2M +$1.35M +6,620 +5%
HWMG
72
Hurlow Wealth Management Group
Indiana
$26.2M +$571K +2,802 +2%
BAAM
73
Baker Avenue Asset Management
California
$25.5M +$2.76M +13,551 +12%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$25.2M +$63.5K +312 +0.2%
S
75
Syntrinsic
Colorado
$24.5M +$25.6M +125,683 New

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.