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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
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
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
726
LifePro Asset Management
California
$464K +$464K +1,761 New
FFO
727
Fortitude Family Office
Arizona
$460K +$1.58K +6 +0.3%
RPCONE
728
Retirement Planning Company of New England
Rhode Island
$454K -$2.37K -9 -0.5%
VCP
729
Verus Capital Partners
Arizona
$453K -$181K -687 -29%
ADL
730
Asset Dedication LLC
California
$445K +$44.2K +168 +11%
GLLW
731
Graves Light Lenhart Wealth
Virginia
$444K – – –
KA
732
Klingman & Associates
New York
$444K – – –
SWA
733
Stratos Wealth Advisors
Ohio
$439K – – –
TSS
734
Two Sigma Securities
New York
$438K +$438K +1,662 New
BWL
735
Bogart Wealth LLC
Virginia
$436K – – –
WCG
736
Weaver Consulting Group
California
$435K – – –
RIM
737
Rockbridge Investment Management
New York
$432K -$58.7K -223 -12%
CIA
738
Concurrent Investment Advisors
Florida
$431K +$154K +584 +55%
IPW
739
IronBridge Private Wealth
Texas
$430K – – –
GC
740
Grimes & Company
Massachusetts
$429K -$96.4K -366 -18%
BOM
741
Bank of Marin
California
$428K – – –
MCM
742
Manchester Capital Management
Vermont
$428K – – –
OHIS
743
Oak Harvest Investment Services
Texas
$425K +$2.37K +9 +0.6%
CAI
744
Capital Advisors Inc
Oklahoma
$425K -$95.3K -362 -18%
FG
745
Fiduciary Group
Georgia
$421K – – –
MCM
746
Mitchell Capital Management
Kansas
$420K – – –
AFS
747
Axiom Financial Strategies
Indiana
$419K – – –
KCM
748
KM Capital Management
Texas
$418K +$418K +1,588 New
SAI
749
Savvy Advisors Inc
New York
$417K +$18.7K +71 +5%
WA
750
WBH Advisory
Maryland
$414K -$99.5K -378 -19%
28 29
30
31 32