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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
ABC
926
Associated Banc-Corp
Wisconsin
$221K -$118K -466 -36%
RIS
927
Retirement Income Solutions
Michigan
$221K – – –
SWA
928
Strategies Wealth Advisors
Michigan
$220K – – –
HA
929
Herold Advisors
New York
$220K – – –
CL
930
COWA LLC
Oklahoma
$218K – – –
GCP
931
GSA Capital Partners
United Kingdom
$218K -$36.5K -144 -15%
MPI
932
Mairs & Power Inc
Minnesota
$218K – – –
AC
933
Apella Capital
Connecticut
$218K -$3.3K -13 -2%
BFA
934
Beacon Financial Advisory
Ohio
$217K +$209K +825 New
EFG
935
Elios Financial Group
Ohio
$216K +$209K +822 New
OIM
936
Orca Investment Management
Oregon
$216K – – –
SDWMA
937
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K -$2.03K -8 -1%
AWM
938
AAF Wealth Management
Massachusetts
$216K -$5.07K -20 -2%
CB
939
CNB Bank
Pennsylvania
$216K – – –
FIBT
940
First International Bank & Trust
North Dakota
$215K – – –
ACP
941
Aviance Capital Partners
Florida
$214K – – –
KSWA
942
Kathleen S. Wright Associates
Pennsylvania
$214K +$8.63K +34 +4%
CWA
943
Clarity Wealth Advisors
California
$213K +$206K +811 New
RCWM
944
Royal Capital Wealth Management
Indiana
$213K +$761 +3 +0.4%
FT
945
Fiduciary Trust
Massachusetts
$213K -$2.28K -9 -1%
DAS
946
Diversify Advisory Services
Utah
$212K +$201K +793 New
GAG
947
Goodman Advisory Group
Massachusetts
$211K – – –
LCM
948
Lazari Capital Management
California
$211K +$203K +802 New
TWM
949
Tanager Wealth Management
United Kingdom
$210K +$202K +795 New
VWA
950
Visionary Wealth Advisors
Illinois
$210K +$202K +796 New
36 37
38
39 40

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.