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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

Holders
924
Holders Change
+33
Holders Change %
+3.7%
% 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
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
776
MBA Advisors
Pennsylvania
$211K 1,040 +1,040 New
MFG
777
Merit Financial Group
Georgia
$211K 1,039 -2,318 -69%
FAAM
778
First Ascent Asset Management
Colorado
$211K 1,039 +1,039 New
NLP
779
Next Level Private
New York
$210K 1,044 +1,044 New
TWM
780
Thrive Wealth Management
Pennsylvania
$210K 1,035 +1,035 New
SJL
781
Shayne & Jacobs LLC
Tennessee
$210K 1,034 +1,034 New
VDBMI
782
Van Den Berg Management I
Texas
$209K 1,029 -9 -0.9%
SWIG
783
Strategic Wealth Investment Group
Kentucky
$208K 1,025 +1,025 New
SC
784
Scotia Capital
Ontario, Canada
$204K 1,008 +1,008 New
SWRP
785
Summit Wealth & Retirement Planning
California
$204K 1,006 +1,006 New
SMA
786
Sage Mountain Advisors
Georgia
$203K 1,003 – –
SCP
787
Stevens Capital Partners
Nebraska
$203K 1,002 +1,002 New
SCM
788
SOL Capital Management
Maryland
$203K 1,000 -500 -33%
CNFG
789
Creegan & Nassoura Financial Group
New Hampshire
$203K 1,000 +1,000 New
AC
790
Avestar Capital
New York
$203K 1,000 +1,000 New
HBW
791
Hazlett, Burt & Watson
West Virginia
$201K 988 +672 +213%
I
792
INVST
Indiana
$201K 991 +991 New
CF
793
Centaurus Financial
California
$199K 983 -1,417 -59%
AF
794
Advisornet Financial
Minnesota
$188K 928 -188 -17%
OSAM
795
O'Shaughnessy Asset Management
Connecticut
$185K 914 +64 +8%
JFG
796
JDM Financial Group
Texas
$183K 903 +3 +0.3%
NSG
797
Nalls Sherbakoff Group
Tennessee
$182K 953 -200 -17%
DI
798
Disciplined Investments
Oklahoma
$181K 895 -140 -14%
AW
799
Avion Wealth
Texas
$179K 886 – –
CB
800
CNB Bank
Pennsylvania
$166K 820 – –
30 31
32
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