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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.83%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$762M
2
W
Wealthquest
Ohio
$186M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$4.56B
4
BL
Balentine LLC
Georgia
$324M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$691M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$2.6M
2
SW
Simplicity Wealth
New Jersey
$0
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$107M
4
Creative Planning
Creative Planning
Kansas
$3.38B
5
MAM
Madison Asset Management
Wisconsin
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
801
Schoolcraft Capital
Colorado
$331K -$30.8K -117 -9%
Millennium Management
802
Millennium Management
New York
$331K +$331K +1,257 New
CAM
803
Carret Asset Management
New York
$330K – – –
EAM
804
Empirical Asset Management
Massachusetts
$330K – – –
BCA
805
Ballentine Capital Advisors
South Carolina
$329K -$52.9K -201 -14%
OA
806
Oxbow Advisors
Texas
$329K – – –
SWM
807
Spire Wealth Management
Virginia
$329K – – –
SC
808
Scotia Capital
Ontario, Canada
$328K +$790 +3 +0.2%
MWM
809
MY Wealth Management
Maryland
$326K – – –
SCP
810
Shorepoint Capital Partners
Massachusetts
$326K -$18.7K -71 -5%
CW
811
CreativeOne Wealth
Kansas
$326K +$326K +1,238 New
BEI
812
Benjamin Edwards Inc
Missouri
$325K +$325K +1,230 New
AWP
813
Avid Wealth Partners
Texas
$321K -$93.5K -355 -23%
CCA
814
Cobblestone Capital Advisors
New York
$321K – – –
SOS
815
Silver Oak Securities
Tennessee
$320K +$320K +1,222 New
GIA
816
Gladstone Institutional Advisory
Florida
$319K – – –
BWP
817
Barlow Wealth Partners
Kentucky
$318K – – –
VP
818
Verum Partners
North Carolina
$317K – – –
WCF
819
West Coast Financial
California
$316K – – –
IAA
820
Ironsides Asset Advisors
North Carolina
$316K – – –
CP
821
Creekside Partners
California
$313K +$263 +1 +0.1%
TWM
822
Trevian Wealth Management
Massachusetts
$313K +$313K +1,190 New
IAP
823
Indie Asset Partners
Indiana
$313K +$313K +1,187 New
CWA
824
Consilio Wealth Advisors
Washington
$311K -$1.05K -4 -0.3%
HBW
825
Hazlett, Burt & Watson
West Virginia
$309K -$19.6K -75 -6%
31 32
33
34 35