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Vanguard Large-Cap ETF
VV

1,099 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 341 increasing their positions, 355 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 32

6% more capital invested

Capital invested by funds: $24.8B → $26.3B (+$1.56B)

5% more funds holding

Funds holding: 1,042 → 1,099 (+57)

0% more funds holding in top 10

Funds holding in top 10: 94 → 94 (0)

4% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 355

1.42% less ownership

Funds ownership: 69.88% → 68.46% (-1.4%)

79% less call options, than puts

Call options by funds: $7.45M | Put options by funds: $34.7M

Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
15.78%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
99
Increased
341
Reduced
355
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$292M
2
W
Wealthquest
Ohio
+$164M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$61.8M
4
BL
Balentine LLC
Georgia
+$49.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$38.4M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$618M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$89.2M
4
OHWA
Oak Hill Wealth Advisors
Virginia
-$60.1M
5
Creative Planning
Creative Planning
Kansas
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
901
Cooper Financial Group
California
$236K -$3.3K -13 -1%
BTWM
902
Brass Tax Wealth Management
Ohio
$236K – – –
AUB
903
Atlantic Union Bankshares
Virginia
$235K – – –
MIM
904
Marco Investment Management
Georgia
$234K – – –
WFPG
905
Waller Financial Planning Group
Ohio
$234K – – –
CSC
906
Caldwell Sutter Capital
California
$234K – – –
NB
907
NBT Bank
New York
$233K – – –
AW
908
Avion Wealth
Texas
$233K +$254 +1 +0.1%
FF
909
Francis Financial
$233K – – –
UFAC
910
Urban Financial Advisory Corp
Illinois
$232K +$761 +3 +0.3%
QPWM
911
Quadrant Private Wealth Management
Pennsylvania
$231K +$222K +875 New
Fisher Asset Management
912
Fisher Asset Management
Washington
$231K +$222K +876 New
FAIM
913
Financial Advocates Investment Management
Washington
$230K +$1.78K +7 +0.8%
CF
914
Centaurus Financial
California
$230K -$15.2K -60 -6%
CIA
915
Cladis Investment Advisory
Montana
$228K – – –
JIC
916
Joel Isaacson & Co
New York
$228K +$219K +865 New
SW
917
SkyOak Wealth
Michigan
$227K – – –
PCIA
918
Prime Capital Investment Advisors
Kansas
$227K -$8.37K -33 -4%
PSF
919
Pacific Sun Financial
California
$226K +$2.54K +10 +1%
SB
920
Strategic Blueprint
Georgia
$226K +$12.2K +48 +6%
SWM
921
SilverOak Wealth Management
Minnesota
$224K – – –
SWM
922
Sterling Wealth Management
Illinois
$223K – – –
SIC
923
Salem Investment Counselors
North Carolina
$223K -$14.7K -58 -6%
CG
924
CFO4Life Group
Texas
$222K – – –
CF
925
Clarity Financial
Texas
$222K – – –
35 36
37
38 39

VV Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2024, worth a combined $26.3B — up 6.3% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new VV positions and 32 closed out — a net gain of 67 holders — while 341 added to existing stakes and 355 trimmed.

The largest buyer was Charles Schwab, adding an estimated $292M. The largest seller was Strategic Financial Concepts, cutting an estimated $618M.

  • 1,099 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2024, up from 1,042 in Q2 2024.
  • Funds reported $26.3B of Vanguard Large-Cap ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 99 funds opened new Vanguard Large-Cap ETF positions in Q3 2024 and 32 closed out, a net change of +67 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2024 was Charles Schwab, an estimated $292M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $618M sold.

Based on aggregated 13F filings for Q3 2024.