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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
CIA
826
Concurrent Investment Advisors
Florida
$270K +$16.9K +74 +7%
VBFP
827
Valtinson Bruner Financial Planning
Minnesota
$267K
DI
828
Disciplined Investments
Oklahoma
$265K +$253K +1,107 New
AFG
829
Altiora Financial Group
Ohio
$264K
FPIS
830
Financial Planning & Information Services
Wisconsin
$264K
RWPA
831
Richard W. Paul & Associates
Michigan
$263K +$251K +1,098 New
PC
832
Port Capital
Illinois
$263K
BA
833
Bellwether Advisors
Nebraska
$262K
MWA
834
Monograph Wealth Advisors
California
$262K
NEPWA
835
New England Private Wealth Advisors
Massachusetts
$262K +$458 +2 +0.2%
CAG
836
Crestwood Advisors Group
Massachusetts
$259K -$233K -1,020 -49%
SYBT
837
Stock Yards Bank & Trust
Kentucky
$259K
UA
838
Unison Advisors
District of Columbia
$259K +$686 +3 +0.3%
HIMC
839
Heritage Investors Management Corp
Maryland
$258K -$229 -1 -0.1%
SAW
840
Signal Advisors Wealth
Michigan
$258K +$246K +1,075 New
FWM
841
Foguth Wealth Management
Michigan
$258K +$246K +1,075 New
SWM
842
Spire Wealth Management
Virginia
$257K -$31.3K -137 -11%
SGI
843
Summit Global Investments
Utah
$257K -$674K -2,946 -73%
CCMG
844
Clark Capital Management Group
Pennsylvania
$256K +$245K +1,069 New
RFN
845
RDA Financial Network
Iowa
$256K +$13.7K +60 +6%
ADL
846
Asset Dedication LLC
California
$254K
GLA
847
Great Lakes Advisors
Illinois
$252K +$241K +1,053 New
KA
848
Kovack Advisors
Florida
$252K +$241K +1,053 New
WCM
849
Wealthcare Capital Management
Virginia
$252K -$10.3K -45 -4%
HCM
850
Howland Capital Management
Massachusetts
$252K

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.