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Vanguard Large-Cap ETF
VV

928 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 269 increasing their positions, 331 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $2.38M

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

4% more funds holding

Funds holding: 894 → 928 (+34)

5% more capital invested

Capital invested by funds: $18B → $18.9B (+$845M)

1% less funds holding in top 10

Funds holding in top 10: 84 → 83 (-1)

19% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 331

22.14% less ownership

Funds ownership: 89.12% → 66.98% (-22%)

Holders
928
Holders Change
+34
Holders Change %
+3.8%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.3%
New
78
Increased
269
Reduced
331
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
GC
Garde Capital
Washington
+$81.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$32M
3
KCM
Kennicott Capital Management
California
+$30.7M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$20.5M
5
Creative Planning
Creative Planning
Kansas
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.3B
2
EWA
EP Wealth Advisors
California
-$609M
3
Charles Schwab
Charles Schwab
California
-$70.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$55.9M
5
GMA
Glassy Mountain Advisors
Maryland
-$21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
751
Gladstone Institutional Advisory
Florida
$228K -$1.73K -9 -0.8%
MAM
752
Marquette Asset Management
Minnesota
$228K -$33.5K -175 -13%
MW
753
Marcum Wealth
Ohio
$226K – – –
VBFP
754
Valtinson Bruner Financial Planning
Minnesota
$226K -$10.2K -53 -5%
AFG
755
Altiora Financial Group
Ohio
$223K – – –
FPIS
756
Financial Planning & Information Services
Wisconsin
$223K – – –
National Bank of Canada
757
National Bank of Canada
Quebec, Canada
$223K +$19.2K +100 +10%
RWPA
758
Richard W. Paul & Associates
Michigan
$223K – – –
MWA
759
Monograph Wealth Advisors
California
$222K – – –
GCP
760
GSA Capital Partners
United Kingdom
$220K +$208K +1,087 New
NEPWA
761
New England Private Wealth Advisors
Massachusetts
$220K +$208K +1,083 New
SYBT
762
Stock Yards Bank & Trust
Kentucky
$219K – – –
HIMC
763
Heritage Investors Management Corp
Maryland
$218K +$575 +3 +0.3%
TSWM
764
Triangle Securities Wealth Management
North Carolina
$218K – – –
FF
765
Francis Financial
$217K +$205K +1,068 New
UA
766
Unison Advisors
District of Columbia
$216K +$205K +1,067 New
LFS
767
Lutz Financial Services
Nebraska
$216K +$205K +1,067 New
LFAS
768
Level Four Advisory Services
Texas
$215K +$203K +1,061 New
ADL
769
Asset Dedication LLC
California
$215K – – –
MAS
770
Meeder Advisory Services
Ohio
$215K -$86.3K -450 -30%
OFG
771
Oxford Financial Group
Indiana
$213K – – –
WCM
772
Wealthcare Capital Management
Virginia
$213K +$201K +1,050 New
TWM
773
Tanager Wealth Management
United Kingdom
$213K +$201K +1,049 New
BA
774
Ballast Advisors
Minnesota
$212K -$575 -3 -0.3%
W
775
WealthOne
New York
$212K +$200K +1,045 New
29 30
31
32 33

VV Hedge Fund Activity: Q2 2023 in Review

928 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2023, worth a combined $18.9B — up 4.7% from $18B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VV positions and 35 closed out — a net gain of 43 holders — while 269 added to existing stakes and 331 trimmed.

The largest buyer was Garde Capital, adding an estimated $81.2M. The largest seller was Envestnet Asset Management, cutting an estimated $5.3B.

  • 928 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2023, up from 894 in Q1 2023.
  • Funds reported $18.9B of Vanguard Large-Cap ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 78 funds opened new Vanguard Large-Cap ETF positions in Q2 2023 and 35 closed out, a net change of +43 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2023 was Garde Capital, an estimated $81.2M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $5.3B sold.

Based on aggregated 13F filings for Q2 2023.