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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$638M
2
SC
2
Samlyn Capital
New York
$127M
3
CCM
3
Carlson Capital Management
Minnesota
$7.49M
4
OHWA
4
Oak Hill Wealth Advisors
Virginia
$0
5
Creative Planning
5
Creative Planning
Kansas
$3.08B
Name Market Value Shares Shares
Change 		Shares
Change %
SW
901
SkyOak Wealth
Michigan
$207K 864 +864 New
PHWM
902
Pine Harbor Wealth Management
Maryland
$205K 855 -1,565 -65%
AWM
903
AAF Wealth Management
Massachusetts
$205K 853 +853 New
PSF
904
Pacific Sun Financial
California
$204K 850 +850 New
SWM
905
Sterling Wealth Management
Illinois
$203K 848 +848 New
CF
906
Clarity Financial
Texas
$202K 844 -388 -31%
AC
907
Apella Capital
Connecticut
$202K 847 +847 New
Citadel Advisors
908
Citadel Advisors
Florida
$202K 841 -2,226 -73%
SWA
909
Strategies Wealth Advisors
Michigan
$200K 835 +835 New
GA
910
GoalVest Advisory
New York
$199K 829 – –
BA
911
Ballast Advisors
Minnesota
$198K 827 -11 -1%
CB
912
CNB Bank
Pennsylvania
$197K 820 – –
GAG
913
Goodman Advisory Group
Massachusetts
$193K 803 – –
DSC
914
Duncker Streett & Co
Missouri
$191K 797 – –
FSWA
915
Financial Synergies Wealth Advisors
Texas
$187K 782 -20 -2%
MWP
916
MYCIO Wealth Partners
Pennsylvania
$186K 777 – –
WTA
917
Washington Trust Advisors
Massachusetts
$185K 773 – –
FFA
918
Founders Financial Alliance
North Carolina
$183K 764 +2 +0.3%
CIAS
919
Capital Investment Advisory Services
North Carolina
$182K 760 -6,946 -90%
MAM
920
Marquette Asset Management
Minnesota
$176K 736 – –
HF
921
Halpern Financial
Virginia
$174K 730 – –
KSWA
922
Kathleen S. Wright Associates
Pennsylvania
$171K 714 +27 +4%
National Bank of Canada
923
National Bank of Canada
Quebec, Canada
$170K 712 – –
FHA
924
First Horizon Advisors
Tennessee
$168K 701 -212 -23%
CFGS
925
Concourse Financial Group Securities
Alabama
$167K 695 – –
35 36
37
38 39