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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 %
DSC
776
Duncker Streett & Co
Missouri
$149K -$3.74K -20 -2%
BWM
777
BerganKDV Wealth Management
Minnesota
$145K -$2.24K -12 -2%
MWP
778
MYCIO Wealth Partners
Pennsylvania
$145K – – –
QCG
779
Quadrant Capital Group
Ohio
$145K – – –
WTA
780
Washington Trust Advisors
Massachusetts
$144K – – –
TSW
781
Thompson Siegel & Walmsley
Virginia
$142K +$17.2K +92 +14%
KFI
782
Key Financial Inc
Pennsylvania
$141K +$76.4K +409 +118%
BAM
783
Baldrige Asset Management
Pennsylvania
$139K – – –
HF
784
Halpern Financial
Virginia
$136K – – –
IA
785
IFP Advisors
Florida
$136K -$56.6K -450 -29%
BHWM
786
Beaird Harris Wealth Management
Texas
$131K +$14.8K +79 +13%
CFGS
787
Concourse Financial Group Securities
Alabama
$130K -$37K -198 -22%
BCM
788
Bourgeon Capital Management
Connecticut
$128K – – –
SC
789
Solstein Capital
California
$124K – – –
PA
790
PSI Advisors
Florida
$123K +$560 +3 +0.5%
CTA
791
Colonial Trust Advisors
South Carolina
$121K – – –
PB
792
Pinnacle Bancorp
Nebraska
$118K +$934 +5 +0.8%
GWM
793
Geneos Wealth Management
Colorado
$114K +$187 +1 +0.2%
CA
794
Clearstead Advisors
Ohio
$110K – – –
FRA
795
Front Row Advisors
California
$106K – – –
HGERS
796
Householder Group Estate & Retirement Specialist
Arizona
$106K +$106K +568 New
WFA
797
WestHill Financial Advisors
California
$104K – – –
SC
798
Stephens Consulting
Michigan
$104K -$20.5K -110 -17%
KSWA
799
Kathleen S. Wright Associates
Pennsylvania
$96.3K +$187 +1 +0.2%
FDCDDQ
800
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.3K -$28K -150 -23%
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32
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