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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
SWM
876
SilverOak Wealth Management
Minnesota
$235K
BMD
877
Better Money Decisions
New Mexico
$234K +$229 +1 +0.1%
RCS
878
Retirement Capital Strategies
California
$231K -$1.36M -5,924 -86%
KAM
879
KEB Asset Management
Illinois
$231K
B
880
BetterWealth
California
$230K +$219K +959 New
VA
881
Valmark Advisers
Ohio
$227K
AIA
882
Arbor Investment Advisors
North Carolina
$225K
CF
883
Centaurus Financial
California
$223K
HWA
884
Hilltop Wealth Advisors
North Carolina
$221K -$1.83K -8 -0.9%
AW
885
Avion Wealth
Texas
$219K
JFG
886
JDM Financial Group
Texas
$218K +$458 +2 +0.2%
HWP
887
Hibernia Wealth Partners
Louisiana
$217K +$207K +905 New
WCA
888
Westover Capital Advisors
Delaware
$217K +$207K +904 New
WP
889
Wealthspan Partners
Iowa
$217K +$207K +903 New
BC
890
Burney Company
Virginia
$216K +$206K +900 New
BTWM
891
Brass Tax Wealth Management
Ohio
$215K +$205K +896 New
LI
892
LRI Investments
Florida
$215K +$205K +896 New
AUB
893
Atlantic Union Bankshares
Virginia
$214K -$11.4K -50 -5%
SIC
894
Salem Investment Counselors
North Carolina
$213K -$18.8K -82 -8%
MIM
895
Marco Investment Management
Georgia
$213K -$10.8K -47 -5%
CG
896
CFO4Life Group
Texas
$213K +$203K +889 New
WFPG
897
Waller Financial Planning Group
Ohio
$213K +$203K +888 New
CSC
898
Caldwell Sutter Capital
California
$213K +$150K +657 +286%
NB
899
NBT Bank
New York
$212K -$13K -57 -6%
FF
900
Francis Financial
$212K -$42.1K -184 -17%

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.