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

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$184M
2
FA
Fiducient Advisors
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$554M
4
PWM
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
Creative Planning
Kansas
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
2L
876
25 LLC
Missouri
$8.73K +$8.73K +46 New
FMP
877
Financial Management Professionals
Texas
$8K -$4.95M -27,246 -100%
HDIM
878
Hanson & Doremus Investment Management
Vermont
$8K – – –
FWM
879
Focused Wealth Management
New York
$7.31K – – –
GWANC
880
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.1K +$3.36K +18 +90%
PPWM
881
PFG Private Wealth Management
Florida
$6.73K -$1.31K -7 -16%
GWSG
882
GPS Wealth Strategies Group
Colorado
$6.73K +$6.73K +36 New
NL
883
NVWM LLC
Pennsylvania
$6.16K -$1.49K -8 -20%
SWA
884
SOA Wealth Advisors
New York
$5.72K +$184 +1 +3%
EWM
885
EPG Wealth Management
Georgia
$5.23K – – –
TAM
886
Townsend Asset Management
North Carolina
$4.48K – – –
CA
887
Crewe Advisors
Utah
$4.11K – – –
CMP
888
Coston McIsaac & Partners
Maine
$4K -$194K -1,213 -98%
EWM
889
Endurance Wealth Management
Rhode Island
$4K – – –
MA
890
Montag & Associates
Georgia
$1.5K – – –
PFA
891
Pathway Financial Advisers
Indiana
$1.13K -$5.25K -28 -82%
FCA
892
FinTrust Capital Advisors
South Carolina
$697 – – –
WA
893
WestEnd Advisors
North Carolina
$374 – – –
FA
894
Fiducient Advisors
Illinois
– -$35M -201,032 Closed
CFO
895
Callan Family Office
Pennsylvania
– -$15M -85,874 Closed
BHB
896
Bank Hapoalim BM
Israel
– -$12.4M -71,000 Closed
BTWM
897
Baker Tilly Wealth Management
Wisconsin
– -$4.34M -24,939 Closed
NEAM
898
New England Asset Management
Connecticut
– -$2.99M -17,140 Closed
ACG
899
Allen Capital Group
Nebraska
– -$1.39M -16,910 Closed
Millennium Management
900
Millennium Management
New York
– -$2.75M -15,798 Closed
34 35
36
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