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Vanguard Large-Cap ETF

938 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
776
Kingswood Wealth Advisors
California
$225K +$234K +1,148 New
MA
777
Mezzasalma Advisors
New Jersey
$224K -$2.65K -13 -1%
MIM
778
Miller Investment Management
Pennsylvania
$224K -$84.1K -413 -27%
SSWM
779
Smith Salley Wealth Management
North Carolina
$223K +$232K +1,137 New
BFG
780
Bouchey Financial Group
New York
$222K
FAIM
781
Financial Advocates Investment Management
Washington
$221K -$131K -645 -36%
MPPLM
782
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$221K -$13.4K -66 -6%
SWM
783
Spire Wealth Management
Virginia
$221K
MAM
784
Marquette Asset Management
Minnesota
$220K
OSAM
785
O'Shaughnessy Asset Management
Connecticut
$219K +$41.7K +205 +22%
VBFP
786
Valtinson Bruner Financial Planning
Minnesota
$218K
MA
787
Mutual Advisors
Nebraska
$216K -$12.2K -60 -5%
AFG
788
Altiora Financial Group
Ohio
$215K
FPIS
789
Financial Planning & Information Services
Wisconsin
$215K
RWPA
790
Richard W. Paul & Associates
Michigan
$215K
Qube Research & Technologies (QRT)
791
Qube Research & Technologies (QRT)
United Kingdom
$214K +$215K +1,056 +2,779%
MWA
792
Monograph Wealth Advisors
California
$214K
NEPWA
793
New England Private Wealth Advisors
Massachusetts
$213K +$815 +4 +0.4%
SYBT
794
Stock Yards Bank & Trust
Kentucky
$211K
KAS
795
KPP Advisory Services
Kentucky
$211K +$220K +1,080 New
CA
796
CoreCap Advisors
Michigan
$210K -$14.3K -70 -6%
HIMC
797
Heritage Investors Management Corp
Maryland
$210K
TSWM
798
Triangle Securities Wealth Management
North Carolina
$210K
UA
799
Unison Advisors
District of Columbia
$210K +$815 +4 +0.4%
FF
800
Francis Financial
$209K

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.