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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
UFAC
901
Urban Financial Advisory Corp
Illinois
$210K +$201K +878 New
CIA
902
Cladis Investment Advisory
Montana
$207K +$198K +865 New
SW
903
SkyOak Wealth
Michigan
$207K +$198K +864 New
PHWM
904
Pine Harbor Wealth Management
Maryland
$205K -$358K -1,565 -65%
AWM
905
AAF Wealth Management
Massachusetts
$205K +$195K +853 New
PSF
906
Pacific Sun Financial
California
$204K +$194K +850 New
SWM
907
Sterling Wealth Management
Illinois
$203K +$194K +848 New
CF
908
Clarity Financial
Texas
$202K -$88.8K -388 -31%
AC
909
Apella Capital
Connecticut
$202K +$194K +847 New
Citadel Advisors
910
Citadel Advisors
Florida
$202K -$509K -2,226 -73%
SWA
911
Strategies Wealth Advisors
Michigan
$200K +$191K +835 New
GA
912
GoalVest Advisory
New York
$199K
BA
913
Ballast Advisors
Minnesota
$198K -$2.52K -11 -1%
CB
914
CNB Bank
Pennsylvania
$197K
GAG
915
Goodman Advisory Group
Massachusetts
$193K
DSC
916
Duncker Streett & Co
Missouri
$191K
FSWA
917
Financial Synergies Wealth Advisors
Texas
$187K -$4.58K -20 -2%
MWP
918
MYCIO Wealth Partners
Pennsylvania
$186K
WTA
919
Washington Trust Advisors
Massachusetts
$185K
FFA
920
Founders Financial Alliance
North Carolina
$183K +$458 +2 +0.3%
CIAS
921
Capital Investment Advisory Services
North Carolina
$182K -$1.59M -6,946 -90%
MAM
922
Marquette Asset Management
Minnesota
$176K
HF
923
Halpern Financial
Virginia
$174K
KSWA
924
Kathleen S. Wright Associates
Pennsylvania
$171K +$6.18K +27 +4%
National Bank of Canada
925
National Bank of Canada
Quebec, Canada
$170K

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.