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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.16B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$197M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$81.8M
4
Bank of America
4
Bank of America
North Carolina
$690M
5
TPI
5
Trust Point Inc
Wisconsin
$54M

Top Sellers

1
SC
1
Samlyn Capital
New York
$222M
2
LWM
2
Liberty Wealth Management
California
$794K
3
Goldman Sachs
3
Goldman Sachs
New York
$71M
4
BPA
4
Beacon Pointe Advisors
California
$17.5M
5
CAM
5
Cresset Asset Management
Illinois
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
WCFA
751
Walkner Condon Financial Advisors
Wisconsin
$334K 1,529 -4 -0.3%
LFGO
752
Legacy Financial Group (Oklahoma)
Oklahoma
$333K 1,527 -8 -0.5%
FF
753
Financial Futures
New Jersey
$331K 1,519 -7 -0.5%
CWA
754
Canvas Wealth Advisors
Kansas
$330K 1,505 – –
BCA
755
Ballentine Capital Advisors
South Carolina
$330K 1,451 +1,451 New
RIA
756
Regal Investment Advisors
Michigan
$329K 1,510 +9 +0.6%
PI
757
PFG Investments
New York
$328K 1,505 +1 +0.1%
KWA
758
Kingswood Wealth Advisors
California
$327K 1,501 +353 +31%
WA
759
WBH Advisory
Maryland
$327K 1,497 -63 -4%
WCWM
760
Willow Creek Wealth Management
California
$322K 1,476 – –
BWA
761
BlueChip Wealth Advisors
Georgia
$322K 1,474 +1,474 New
TWP
762
Total Wealth Planning
Ohio
$319K 1,464 +84 +6%
CCA
763
Cobblestone Capital Advisors
New York
$319K 1,463 -130 -8%
KFGK
764
Keystone Financial Group (Kentucky)
Kentucky
$315K 1,442 -24 -2%
NOI
765
Newton One Investments
Delaware
$314K 1,438 -2,198 -60%
BFEC
766
Benjamin F. Edwards & Company
Missouri
$312K 1,431 +154 +12%
LA
767
Lifeworks Advisors
Michigan
$311K 1,423 +111 +8%
SXL
768
Summit X LLC
Missouri
$310K 1,421 – –
AA
769
AlphaQ Advisors
Florida
$307K 1,406 – –
SSWG
770
Seven Springs Wealth Group
Tennessee
$305K 1,400 – –
WAG
771
Winthrop Advisory Group
Massachusetts
$305K 1,396 +200 +17%
AT
772
American Trust
Kentucky
$304K 1,392 – –
WIM
773
WealthPlan Investment Management
Nebraska
$302K 1,385 +1,385 New
FPCG
774
Fort Pitt Capital Group
Pennsylvania
$302K 1,383 -10 -0.7%
MPCL
775
My Personal CFO LLC
Washington
$302K 1,383 +1,383 New
29 30
31
32 33