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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
14.58%
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 %
FSWA
801
Financial Synergies Wealth Advisors
Texas
$166K 819 +14 +2%
GAG
802
Goodman Advisory Group
Massachusetts
$163K 803 – –
MJRIC
803
Mogy Joel R Investment Counsel
California
$162K 800 – –
DSC
804
Duncker Streett & Co
Missouri
$162K 797 – –
BWM
805
BerganKDV Wealth Management
Minnesota
$158K 777 – –
MWP
806
MYCIO Wealth Partners
Pennsylvania
$158K 777 – –
QCG
807
Quadrant Capital Group
Ohio
$157K 774 – –
WTA
808
Washington Trust Advisors
Massachusetts
$157K 773 – –
TSW
809
Thompson Siegel & Walmsley
Virginia
$154K 760 – –
FFA
810
Founders Financial Alliance
North Carolina
$154K 758 -227 -23%
KFI
811
Key Financial Inc
Pennsylvania
$153K 756 – –
GA
812
GoalVest Advisory
New York
$150K 742 -350 -32%
HF
813
Halpern Financial
Virginia
$148K 730 – –
BHWM
814
Beaird Harris Wealth Management
Texas
$143K 703 – –
CFGS
815
Concourse Financial Group Securities
Alabama
$141K 695 – –
BCM
816
Bourgeon Capital Management
Connecticut
$139K 686 – –
TPCW
817
TD Private Client Wealth
New York
$139K 684 +472 +223%
SC
818
Solstein Capital
California
$135K 665 – –
PA
819
PSI Advisors
Florida
$134K 661 +2 +0.3%
CTA
820
Colonial Trust Advisors
South Carolina
$131K 646 – –
PB
821
Pinnacle Bancorp
Nebraska
$129K 634 – –
CA
822
Clearstead Advisors
Ohio
$119K 589 – –
GWM
823
Geneos Wealth Management
Colorado
$116K 574 -38 -6%
FRA
824
Front Row Advisors
California
$115K 565 – –
First Manhattan
825
First Manhattan
New York
$115K 566 -2,175 -79%
31 32
33
34 35