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Vanguard Large-Cap ETF

1,045 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, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$79.4M -$1.45M -6,326 -2%
PAI
52
Pittenger & Anderson Inc
Nebraska
$73.7M +$4.45M +19,450 +7%
MG
53
MilWealth Group
Wisconsin
$73.6M -$2.9M -12,683 -4%
AM
54
AGF Management
Ontario, Canada
$70.6M +$248K +1,085 +0.4%
EH
55
Equitable Holdings
New York
$69.7M -$2.08M -9,084 -3%
MML Investors Services
56
MML Investors Services
Massachusetts
$67.5M +$505K +2,207 +0.8%
TFA
57
Transamerica Financial Advisors
Florida
$64.7M +$2.89M +12,620 +5%
TI
58
Truepoint Inc
Ohio
$62.8M -$4.06M -17,763 -6%
JWS
59
Juncture Wealth Strategies
Arizona
$59.6M +$13.2M +57,853 +30%
TPI
60
Trust Point Inc
Wisconsin
$57.3M -$2.05M -8,940 -4%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$55.7M +$23.7M +103,746 +81%
PA
62
Parallel Advisors
California
$54.5M -$891K -3,895 -2%
JIP
63
Jaffetilchin Investment Partners
Florida
$47.3M +$145K +635 +0.3%
AH
64
Addis & Hill
Pennsylvania
$42.1M -$509K -2,224 -1%
JFG
65
JMG Financial Group
Illinois
$41.3M -$1.67M -7,317 -4%
P
66
&Partners
Tennessee
$41.2M +$21.7M +94,844 +123%
EF
67
Empowered Funds
Pennsylvania
$41M +$39.2M +171,149 New
PMFA
68
Plante Moran Financial Advisors
Michigan
$39.9M -$617K -2,697 -2%
JP Morgan Chase
69
JP Morgan Chase
New York
$38.9M -$4.81M -21,026 -11%
AIM
70
Acropolis Investment Management
Missouri
$38.9M -$1.75M -7,635 -4%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$38.4M +$18.3M +79,978 +100%
BPWM
72
Badgley Phelps Wealth Managers
Washington
$37.8M +$875K +3,825 +2%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$37M +$8.56M +37,419 +32%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$36.8M +$490K +2,143 +1%
Comerica Bank
75
Comerica Bank
Texas
$36.8M -$3.06M -13,361 -8%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.