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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.27%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Market Value Shares Shares
Change 		Shares
Change %
JWS
76
Juncture Wealth Strategies
Arizona
$21.2M 113,701 +113,701 New
LIM
77
Leavell Investment Management
Alabama
$21.2M 113,455 -1,425 -1%
LI
78
Latigo Investments
Florida
$21M 112,549 +439 +0.4%
GMA
79
Glassy Mountain Advisors
Maryland
$21M 112,549 +112,549 New
MWP
80
Moller Wealth Partners
$20.6M 110,028 -775 -0.7%
Corient Private Wealth
81
Corient Private Wealth
Florida
$20.5M 109,601 +4,204 +4%
CCA
82
Column Capital Advisors
Indiana
$20.3M 108,784 +580 +0.5%
BAAM
83
Baker Avenue Asset Management
California
$20.3M 108,458 +9,003 +9%
SFG
84
Sage Financial Group
Pennsylvania
$20.2M 108,172 -6,570 -6%
WFA
85
Wade Financial Advisory
California
$20.1M 107,416 -5 -0%
CL
86
Choreo LLC
Illinois
$18.1M 96,818 -9,705 -9%
TCM
87
TD Capital Management
Tennessee
$17.6M 94,238 -1,426 -1%
UCFA
88
United Capital Financial Advisors
Texas
$17.6M 93,995 -8,035 -8%
BWA
89
BlueSky Wealth Advisors
North Carolina
$17.5M 93,433 +41 +0%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$16.8M 90,160 +16,734 +23%
TCBWMS
91
Texas Capital Bank Wealth Management Services
Texas
$16.8M 90,138 -530 -0.6%
Franklin Resources
92
Franklin Resources
California
$16.7M 89,130 – –
Bank of New York Mellon
93
Bank of New York Mellon
New York
$16.5M 88,095 -16,635 -16%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$16.4M 88,007 -6,500 -7%
SFI
95
SPC Financial Inc
Maryland
$16.2M 86,913 +20,484 +31%
KHC
96
Koesten Hirschmann & Crabtree
Kansas
$16M 85,407 +2,332 +3%
SAG
97
SageView Advisory Group
California
$15.8M 84,822 -284 -0.3%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$15.7M 84,215 -1,038 -1%
Goldman Sachs
99
Goldman Sachs
New York
$15.3M 82,000 +4,442 +6%
WA
100
Wealth Architects
California
$15M 80,468 -2,890 -3%
2 3
4
5 6