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Vanguard Large-Cap ETF
VV

1,037 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 317 increasing their positions, 317 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 32

11% more funds holding

Funds holding: 938 → 1,037 (+99)

5% more funds holding in top 10

Funds holding in top 10: 88 → 92 (+4)

1.9% more ownership

Funds ownership: 67.82% → 69.72% (+1.9%)

1% more capital invested

Capital invested by funds: $18.5B → $18.7B (+$165M)

0% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 317

96% less call options, than puts

Call options by funds: $8.33M | Put options by funds: $221M

Holders
1,037
Holders Change
+99
Holders Change %
+10.55%
% of All Funds
15.12%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.34%
New
144
Increased
317
Reduced
317
Closed
32
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$590M
2
Bank of America
Bank of America
North Carolina
+$54.2M
3
Charles Schwab
Charles Schwab
California
+$44.6M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.7M
5
JJBC
James J. Burns & Company
New York
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
SC
Samlyn Capital
New York
-$112M
2
Goldman Sachs
Goldman Sachs
New York
-$62.4M
3
BPA
Beacon Pointe Advisors
California
-$36.8M
4
CAM
Cresset Asset Management
Illinois
-$11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
826
Bouchey Financial Group
New York
$248K – – –
MGW
827
MB Generational Wealth
Washington
$247K +$232K +1,134 New
VBFP
828
Valtinson Bruner Financial Planning
Minnesota
$243K – – –
PC
829
Port Capital
Illinois
$240K +$224K +1,098 New
AFG
830
Altiora Financial Group
Ohio
$240K – – –
FPIS
831
Financial Planning & Information Services
Wisconsin
$240K – – –
SIA
832
Schechter Investment Advisors
Michigan
$239K -$21.1K -103 -9%
CA
833
CoreCap Advisors
Michigan
$239K +$4.5K +22 +2%
WCM
834
Wealthcare Capital Management
Virginia
$239K +$9.2K +45 +4%
BA
835
Bellwether Advisors
Nebraska
$239K -$31.9K -156 -12%
MWA
836
Monograph Wealth Advisors
California
$238K – – –
NEPWA
837
New England Private Wealth Advisors
Massachusetts
$238K +$409 +2 +0.2%
SYBT
838
Stock Yards Bank & Trust
Kentucky
$236K – – –
HIMC
839
Heritage Investors Management Corp
Maryland
$235K +$204 +1 +0.1%
UA
840
Unison Advisors
District of Columbia
$235K +$1.02K +5 +0.5%
SWIG
841
Strategic Wealth Investment Group
Kentucky
$235K +$10.2K +50 +5%
TSWM
842
Triangle Securities Wealth Management
North Carolina
$234K – – –
ASC
843
Atalanta Sosnoff Capital
New York
$234K -$41.9K -205 -16%
Koshinski Asset Management
844
Koshinski Asset Management
Illinois
$233K +$219K +1,070 New
FF
845
Francis Financial
$233K – – –
ADL
846
Asset Dedication LLC
California
$231K – – –
CIA
847
Concurrent Investment Advisors
Florida
$229K +$215K +1,051 New
HCM
848
Howland Capital Management
Massachusetts
$229K – – –
PVI
849
Pine Valley Investments
New Jersey
$228K +$204 +1 +0.1%
NLP
850
Next Level Private
New York
$228K – – –
32 33
34
35 36

VV Hedge Fund Activity: Q4 2023 in Review

1,037 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2023, worth a combined $18.7B — up 0.89% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new VV positions and 32 closed out — a net gain of 112 holders — while 317 added to existing stakes and 317 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $590M. The largest seller was Samlyn Capital, cutting an estimated $112M.

  • 1,037 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2023, up from 938 in Q3 2023.
  • Funds reported $18.7B of Vanguard Large-Cap ETF stock for Q4 2023, up 0.89% quarter-over-quarter.
  • 144 funds opened new Vanguard Large-Cap ETF positions in Q4 2023 and 32 closed out, a net change of +112 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $590M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2023 was Samlyn Capital, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.