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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
851
WealthPLAN Partners
Nebraska
$27.3K +$27.3K +146 New
HRC
852
Hoertkorn Richard Charles
$27.1K – – –
PAIM
853
Punch & Associates Investment Management
Minnesota
$26.8K – – –
AIC
854
Archer Investment Corporation
Indiana
$26K – – –
FMB
855
Field & Main Bank
Kentucky
$25.8K – – –
SWA
856
Sutton Wealth Advisors
Florida
$25.4K – – –
PCM
857
Perritt Capital Management
Illinois
$22.4K – – –
Manulife (Manufacturers Life Insurance)
858
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K – – –
AIM
859
Anchor Investment Management
South Carolina
$18.7K – – –
HWP
860
Highline Wealth Partners
California
$18.4K +$18.4K +98 New
TC
861
Truvestments Capital
Florida
$17.9K +$17.9K +96 New
AWM
862
Accel Wealth Management
Iowa
$17.6K -$1.87K -10 -10%
AAP
863
Arax Advisory Partners
Colorado
$16.6K – – –
WIM
864
Westside Investment Management
California
$15.9K – – –
AWM
865
AllSquare Wealth Management
New York
$15.9K – – –
CYG
866
Clean Yield Group
Vermont
$15.3K – – –
RG
867
Retirement Group
California
$15K – – –
CIA
868
Cape Investment Advisory
Georgia
$14.6K +$14.6K +78 New
EA
869
Evolution Advisers
Virginia
$14K – – –
SS
870
Sunbelt Securities
Texas
$13.1K +$13.1K +71 New
APW
871
Atlantic Private Wealth
North Carolina
$12K +$12K +64 New
PFBT
872
Parkside Financial Bank & Trust
Missouri
$11.2K – – –
HMS
873
Hanseatic Management Services
New Mexico
$11K +$1.14K +6 +12%
LFG
874
Larson Financial Group
Missouri
$9.71K +$3.18K +17 +49%
FFA
875
Farther Finance Advisors
California
$9.34K -$2.99K -16 -24%
33 34
35
36 37