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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
LFS
801
Lutz Financial Services
Nebraska
$209K
ADL
802
Asset Dedication LLC
California
$207K
HCM
803
Howland Capital Management
Massachusetts
$205K -$23.4K -115 -10%
WCM
804
Wealthcare Capital Management
Virginia
$205K
NLP
805
Next Level Private
New York
$204K
PVI
806
Pine Valley Investments
New Jersey
$204K
SJL
807
Shayne & Jacobs LLC
Tennessee
$202K
RFN
808
RDA Financial Network
Iowa
$202K -$92.7K -455 -31%
SWIG
809
Strategic Wealth Investment Group
Kentucky
$201K
VDBMI
810
Van Den Berg Management I
Texas
$199K -$2.24K -11 -1%
SMA
811
Sage Mountain Advisors
Georgia
$196K
BA
812
Ballast Advisors
Minnesota
$190K -$15.1K -74 -7%
SIC
813
Salem Investment Counselors
North Carolina
$190K -$14.5K -71 -7%
NSG
814
Nalls Sherbakoff Group
Tennessee
$186K
FHA
815
First Horizon Advisors
Tennessee
$182K -$43.8K -215 -19%
JFG
816
JDM Financial Group
Texas
$177K +$407 +2 +0.2%
AW
817
Avion Wealth
Texas
$173K
GA
818
GoalVest Advisory
New York
$162K +$17.7K +87 +12%
FSWA
819
Financial Synergies Wealth Advisors
Texas
$160K +$204 +1 +0.1%
CB
820
CNB Bank
Pennsylvania
$160K
GAG
821
Goodman Advisory Group
Massachusetts
$157K
MJRIC
822
Mogy Joel R Investment Counsel
California
$157K
DSC
823
Duncker Streett & Co
Missouri
$156K
MWP
824
MYCIO Wealth Partners
Pennsylvania
$152K
QCG
825
Quadrant Capital Group
Ohio
$151K

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.