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Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
776
Oak Asset Management
California
$326K
MF
777
Meridian Financial
Massachusetts
$326K
CW
778
CreativeOne Wealth
Kansas
$326K +$311K +1,360 New
FC
779
Forte Capital
New York
$322K -$68.6K -300 -18%
CG
780
Cynosure Group
Utah
$321K
CFG
781
Cooper Financial Group
California
$318K -$148K -648 -33%
CPP
782
Capasso Planning Partners
South Carolina
$316K +$301K +1,317 New
CCA
783
Cobblestone Capital Advisors
New York
$313K -$35.9K -157 -11%
CWM
784
Connecticut Wealth Management
Connecticut
$312K -$9.38K -41 -3%
RA
785
RFG Advisory
Alabama
$312K +$20.6K +90 +7%
WPC
786
Waters Parkerson & Co
Louisiana
$310K
FT
787
Fiduciary Trust
Massachusetts
$309K -$14.9K -65 -5%
BWM
788
BKM Wealth Management
Wisconsin
$308K -$314K -1,372 -52%
RA
789
Riversedge Advisors
Delaware
$308K +$3.66K +16 +1%
ITIM
790
Indiana Trust & Investment Management
Indiana
$306K
CM
791
Cornerstone Management
Georgia
$306K -$1.83K -8 -0.6%
HBW
792
Hazlett, Burt & Watson
West Virginia
$303K -$1.37K -6 -0.5%
QCG
793
Quadrant Capital Group
Ohio
$302K +$110K +482 +62%
LT
794
Legacy Trust
Michigan
$301K -$8.01K -35 -3%
MIA
795
MainStreet Investment Advisors
Illinois
$301K
MPWT
796
MassMutual Private Wealth & Trust
Connecticut
$301K
CAM
797
Carret Asset Management
New York
$301K
ACM
798
Ategra Capital Management
Virginia
$300K
SCP
799
Shorepoint Capital Partners
Massachusetts
$300K +$9.84K +43 +4%
SG
800
StoneX Group
New York
$300K +$8.24K +36 +3%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.