VV icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
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 Holding Trade Value Shares
Change 		Shares
Change %
GLA
726
Good Life Advisors
Pennsylvania
$227K – – –
TWM
727
Trevian Wealth Management
Massachusetts
$226K – – –
IAA
728
Ironsides Asset Advisors
North Carolina
$224K – – –
SIA
729
Schechter Investment Advisors
Michigan
$224K – – –
FCI
730
Financial Counselors Inc
Kansas
$223K – – –
WPC
731
Waters Parkerson & Co
Louisiana
$222K – – –
FFG
732
Fullen Financial Group
Ohio
$221K +$758 +4 +0.3%
WDG
733
Wealth Dimensions Group
Ohio
$219K – – –
HCM
734
Howland Capital Management
Massachusetts
$218K – – –
MIM
735
Marco Investment Management
Georgia
$218K – – –
VBFP
736
Valtinson Bruner Financial Planning
Minnesota
$218K +$218K +1,167 New
ATPW
737
Ashton Thomas Private Wealth
Arizona
$217K +$217K +1,164 New
MA
738
Mezzasalma Advisors
New Jersey
$217K -$11.2K -60 -5%
CWM
739
Congress Wealth Management
Massachusetts
$216K -$68K -364 -24%
NSG
740
Nalls Sherbakoff Group
Tennessee
$212K +$212K +1,153 New
GIA
741
Gladstone Institutional Advisory
Florida
$212K -$387K -2,073 -65%
BFG
742
Bouchey Financial Group
New York
$212K +$212K +1,135 New
SWM
743
Spire Wealth Management
Virginia
$211K – – –
Koshinski Asset Management
744
Koshinski Asset Management
Illinois
$210K -$19.1K -102 -8%
MW
745
Marcum Wealth
Ohio
$209K -$81.6K -437 -28%
AF
746
Advisornet Financial
Minnesota
$208K – – –
UAS
747
United Asset Strategies
New York
$206K -$364K -2,639 -64%
AFG
748
Altiora Financial Group
Ohio
$205K +$205K +1,100 New
FPIS
749
Financial Planning & Information Services
Wisconsin
$205K +$205K +1,100 New
RWPA
750
Richard W. Paul & Associates
Michigan
$205K – – –
28 29
30
31 32