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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 %
MWA
751
Monograph Wealth Advisors
California
$204K +$204K +1,093 New
GA
752
GoalVest Advisory
New York
$204K -$4.67K -25 -2%
SYBT
753
Stock Yards Bank & Trust
Kentucky
$202K -$9.06M -48,424 -98%
TSWM
754
Triangle Securities Wealth Management
North Carolina
$200K +$200K +1,073 New
HIMC
755
Heritage Investors Management Corp
Maryland
$200K -$14.6K -78 -7%
ADL
756
Asset Dedication LLC
California
$197K – – –
OFG
757
Oxford Financial Group
Indiana
$196K – – –
BA
758
Ballast Advisors
Minnesota
$196K -$15.1K -81 -7%
SIC
759
Salem Investment Counselors
North Carolina
$195K – – –
VDBMI
760
Van Den Berg Management I
Texas
$194K -$9.53K -51 -5%
DI
761
Disciplined Investments
Oklahoma
$193K -$17.7K -95 -8%
SMA
762
Sage Mountain Advisors
Georgia
$187K -$17.9K -96 -9%
National Bank of Canada
763
National Bank of Canada
Quebec, Canada
$187K -$18.7K -100 -9%
VCM
764
Versant Capital Management
Arizona
$186K -$10.3K -55 -5%
FFA
765
Founders Financial Alliance
North Carolina
$184K -$3.36K -18 -2%
JFG
766
JDM Financial Group
Texas
$168K +$374 +2 +0.2%
Belvedere Trading
767
Belvedere Trading
Illinois
$168K +$101K +541 +151%
BFEC
768
Benjamin F. Edwards & Company
Missouri
$163K -$1.12K -6 -0.7%
HFS
769
Hantz Financial Services
Michigan
$163K +$163K +873 New
OSAM
770
O'Shaughnessy Asset Management
Connecticut
$159K +$16.4K +88 +12%
AW
771
Avion Wealth
Texas
$154K – – –
CB
772
CNB Bank
Pennsylvania
$153K -$2.24K -12 -1%
FSWA
773
Financial Synergies Wealth Advisors
Texas
$150K +$560 +3 +0.4%
GAG
774
Goodman Advisory Group
Massachusetts
$150K – – –
MJRIC
775
Mogy Joel R Investment Counsel
California
$149K +$149K +800 New
29 30
31
32 33