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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.83%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$762M
2
W
2
Wealthquest
Ohio
$186M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.56B
4
BL
4
Balentine LLC
Georgia
$324M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$691M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$2.6M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$107M
4
Creative Planning
4
Creative Planning
Kansas
$3.38B
5
MAM
5
Madison Asset Management
Wisconsin
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
51
MilWealth Group
Wisconsin
$80.2M 304,480 +2,105 +0.7%
MML Investors Services
52
MML Investors Services
Massachusetts
$77.6M 294,629 +13,261 +5%
AM
53
AGF Management
Ontario, Canada
$75.3M 285,871 -696 -0.2%
Goldman Sachs
54
Goldman Sachs
New York
$71.5M 271,604 -18,418 -6%
JWS
55
Juncture Wealth Strategies
Arizona
$68.3M 259,522 +3,391 +1%
TFA
56
Transamerica Financial Advisors
Florida
$66.9M 253,950 -16,091 -6%
TI
57
Truepoint Inc
Ohio
$66.2M 251,316 -4,065 -2%
TPI
58
Trust Point Inc
Wisconsin
$61.1M 232,172 -10,706 -4%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$60.6M 230,260 -184 -0.1%
PA
60
Parallel Advisors
California
$59.8M 227,080 +305 +0.1%
JIP
61
Jaffetilchin Investment Partners
Florida
$52.4M 198,930 +1,462 +0.7%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$49.2M 186,862 -17,758 -9%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$47.6M 180,853 +8,067 +5%
BAAM
64
Baker Avenue Asset Management
California
$46.6M 176,942 +20,009 +13%
AH
65
Addis & Hill
Pennsylvania
$46.5M 176,679 -928 -0.5%
SB
66
Sunflower Bank
Texas
$46.4M 176,127 +6,044 +4%
PMFA
67
Plante Moran Financial Advisors
Michigan
$43.8M 166,289 -990 -0.6%
JFG
68
JMG Financial Group
Illinois
$43.4M 164,677 -6,437 -4%
BPWM
69
Badgley Phelps Wealth Managers
Washington
$42.3M 160,004 +2,023 +1%
AIM
70
Acropolis Investment Management
Missouri
$40.4M 153,364 -4,484 -3%
KCM
71
Kathmere Capital Management
Pennsylvania
$39.4M 149,780 +5,934 +4%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$39.2M 148,952 -135 -0.1%
QCM
73
QRG Capital Management
Illinois
$38.1M 144,821 +12,241 +9%
HWMG
74
Hurlow Wealth Management Group
Indiana
$36.8M 139,903 +6,438 +5%
Comerica Bank
75
Comerica Bank
Texas
$36M 136,820 -5,449 -4%
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3
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