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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
926
Concord Wealth Partners
Virginia
$608 3 +3 New
GMA
927
Glassy Mountain Advisors
Maryland
– – -112,549 Closed
AI
928
Atria Investments
North Carolina
– – -40,768 Closed
GB
929
Gunma Bank
Japan
– – -35,000 Closed
PWM
930
PRW Wealth Management
Massachusetts
– – -31,641 Closed
WIC
931
Whitegate Investment Counselors
New Hampshire
– – -30,743 Closed
SFMG
932
Sage Financial Management Group
Virginia
– – -14,530 Closed
GAM
933
Grandview Asset Management
Pennsylvania
– – -4,813 Closed
ECA
934
Elevated Capital Advisors
Utah
– – -4,407 Closed
Wolverine Trading
935
Wolverine Trading
Illinois
– – -4,268 Closed
IWM
936
Iams Wealth Management
Nebraska
– – -3,732 Closed
KF
937
Krilogy Financial
Missouri
– – -2,789 Closed
SWM
938
Salvus Wealth Management
New Jersey
– – -2,700 Closed
AWM
939
Axxcess Wealth Management
California
– – -2,546 Closed
HFRG
940
Houlihan Financial Resource Group
Virginia
– – -2,094 Closed
BIM
941
Baldwin Investment Management
Pennsylvania
– – -2,050 Closed
LNWTC
942
Laird Norton Wetherby Trust Company
Washington
– – -1,635 Closed
MPCG
943
Matrix Private Capital Group
New York
– – -1,460 Closed
PWP
944
Perfromance Wealth Partners
Illinois
– – -1,423 Closed
PPW
945
Parcion Private Wealth
Washington
– – -1,378 Closed
CW
946
Connectus Wealth
Ohio
– – -1,348 Closed
SBH
947
Segall Bryant & Hamill
Illinois
– – -1,299 Closed
AC
948
Anson Capital
Georgia
– – -1,242 Closed
Citadel Advisors
949
Citadel Advisors
Florida
– – -1,239 Closed
TWM
950
Trevian Wealth Management
Massachusetts
– – -1,212 Closed
35 36 37
38
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