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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.83%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$762M
2
W
2
Wealthquest
Ohio
$186M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.56B
4
BL
4
Balentine LLC
Georgia
$324M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$691M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$2.6M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$107M
4
Creative Planning
4
Creative Planning
Kansas
$3.38B
5
MAM
5
Madison Asset Management
Wisconsin
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
951
Clear Creek Financial Management
Washington
$206K +$206K +782 New
ATC
952
Argent Trust Co
Tennessee
$206K +$206K +782 New
EW
953
Evoke Wealth
California
$205K +$205K +776 New
W
954
WorthPointe
California
$205K +$205K +778 New
MWP
955
MYCIO Wealth Partners
Pennsylvania
$205K – – –
MCWS
956
McKinley Carter Wealth Services
West Virginia
$204K +$204K +776 New
WTA
957
Washington Trust Advisors
Massachusetts
$204K – – –
UFA
958
US Financial Advisors
Massachusetts
$204K +$204K +773 New
WRPWM
959
Werba Rubin Papier Wealth Management
California
$204K +$204K +773 New
BMMM
960
Boston Mountain Money Management
Arkansas
$204K +$204K +773 New
SAM
961
Silvercrest Asset Management
New York
$202K +$202K +767 New
CA
962
Clearstead Advisors
Ohio
$201K – – –
SSWM
963
Smith Salley Wealth Management
North Carolina
$201K +$201K +762 New
SC
964
Samlyn Capital
New York
$200K -$16.6K -63 -8%
ASC
965
Atalanta Sosnoff Capital
New York
$200K +$200K +760 New
OC
966
Oarsman Capital
Wisconsin
$197K +$197K +750 New
GA
967
GoalVest Advisory
New York
$191K -$16.3K -62 -8%
HF
968
Halpern Financial
Virginia
$191K – – –
BA
969
Ballast Advisors
Minnesota
$190K -$1.05K -4 -0.6%
MA
970
Montag & Associates
Georgia
$190K +$27.5K +104 +17%
MAM
971
Marquette Asset Management
Minnesota
$189K -$5.27K -20 -3%
CFGS
972
Concourse Financial Group Securities
Alabama
$184K – – –
GWM
973
Geneos Wealth Management
Colorado
$180K +$7.11K +27 +4%
SIS
974
Strategic Investment Solutions
Illinois
$176K +$15K +57 +9%
SC
975
Solstein Capital
California
$175K – – –
37 38
39
40 41