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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,041 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, 330 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

1
BL
Balentine LLC
Georgia
$250M
2
Charles Schwab
Charles Schwab
California
$352M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$256M
4
SW
Simplicity Wealth
New Jersey
$140M
5
GM
GeoWealth Management
Illinois
$95.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$638M
2
SC
Samlyn Capital
New York
$127M
3
CCM
Carlson Capital Management
Minnesota
$7.49M
4
Creative Planning
Creative Planning
Kansas
$3.08B
5
JJBC
James J. Burns & Company
New York
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
826
Disciplined Investments
Oklahoma
$265K +$265K +1,107 New
FPIS
827
Financial Planning & Information Services
Wisconsin
$264K – – –
AFG
828
Altiora Financial Group
Ohio
$264K – – –
RWPA
829
Richard W. Paul & Associates
Michigan
$263K +$263K +1,098 New
PC
830
Port Capital
Illinois
$263K – – –
BA
831
Bellwether Advisors
Nebraska
$262K – – –
MWA
832
Monograph Wealth Advisors
California
$262K – – –
NEPWA
833
New England Private Wealth Advisors
Massachusetts
$262K +$479 +2 +0.2%
CAG
834
Crestwood Advisors Group
Massachusetts
$259K -$245K -1,020 -49%
SYBT
835
Stock Yards Bank & Trust
Kentucky
$259K – – –
UA
836
Unison Advisors
District of Columbia
$259K +$719 +3 +0.3%
HIMC
837
Heritage Investors Management Corp
Maryland
$258K -$240 -1 -0.1%
SAW
838
Signal Advisors Wealth
Michigan
$258K +$258K +1,075 New
FWM
839
Foguth Wealth Management
Michigan
$258K +$258K +1,075 New
SWM
840
Spire Wealth Management
Virginia
$257K -$32.8K -137 -11%
SGI
841
Summit Global Investments
Utah
$257K -$708K -2,946 -73%
CCMG
842
Clark Capital Management Group
Pennsylvania
$256K +$256K +1,069 New
RFN
843
RDA Financial Network
Iowa
$256K +$14.4K +60 +6%
ADL
844
Asset Dedication LLC
California
$254K – – –
KA
845
Kovack Advisors
Florida
$252K +$252K +1,053 New
GLA
846
Great Lakes Advisors
Illinois
$252K +$252K +1,053 New
WCM
847
Wealthcare Capital Management
Virginia
$252K -$10.8K -45 -4%
HCM
848
Howland Capital Management
Massachusetts
$252K – – –
TF
849
Theory Financial
Colorado
$252K +$4.08K +17 +2%
NPF
850
Norris Perne & French
Michigan
$251K +$251K +1,048 New
32 33
34
35 36