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Vanguard Large-Cap ETF

938 hedge funds and large institutions have $18.5B invested in Vanguard Large-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 296 increasing their positions, 335 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $2.25M

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

1% more funds holding

Funds holding: 928938 (+10)

0.84% more ownership

Funds ownership: 66.98%67.82% (+0.84%)

2% less capital invested

Capital invested by funds: $18.9B → $18.5B (-$351M)

12% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 335

Holders
938
Holders Change
+10
Holders Change %
+1.08%
% of All Funds
14.89%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.4%
New
58
Increased
296
Reduced
335
Closed
40
Calls
$9.96M
Puts
$2.25M
Net Calls
+$7.71M
Net Calls Change
-$456K
Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
76
Woodard & Company Asset Management Group
North Carolina
$24.3M -$744K -3,654 -3%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$22.9M +$23.3M +114,555 +4,799%
JWS
78
Juncture Wealth Strategies
Arizona
$22.7M +$1.03M +5,068 +5%
AWM
79
AE Wealth Management
Kansas
$22.7M -$559K -2,745 -2%
IC
80
IEQ Capital
California
$22.4M +$539K +2,647 +2%
RJA
81
Raymond James & Associates
Florida
$22.1M -$2.16M -10,591 -9%
VFP
82
Verus Financial Partners
Virginia
$21.9M -$6.91M -33,934 -23%
BCMLT
83
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
LI
84
Latigo Investments
Florida
$21.2M +$80.6K +396 +0.4%
LIM
85
Leavell Investment Management
Alabama
$20.9M +$1.22K +6 +0%
Corient Private Wealth
86
Corient Private Wealth
Florida
$20.9M +$6.52K +32 +0%
CCA
87
Column Capital Advisors
Indiana
$20.9M -$349K -1,714 -2%
WFA
88
Wade Financial Advisory
California
$20.6M -$280K -1,377 -1%
SFG
89
Sage Financial Group
Pennsylvania
$20.5M -$754K -3,703 -3%
MWP
90
Moller Wealth Partners
$20.1M -$275K -1,351 -1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$19.3M +$604K +2,964 +3%
CL
92
Choreo LLC
Illinois
$18.6M -$372K -1,825 -2%
TCM
93
TD Capital Management
Tennessee
$18.1M -$226K -1,112 -1%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$18M +$9.55M +46,899 +104%
UCFA
95
United Capital Financial Advisors
Texas
$17.5M -$618K -3,033 -3%
Franklin Resources
96
Franklin Resources
California
$17.4M -$9.16K -45 -0.1%
QCM
97
QRG Capital Management
Illinois
$17.3M +$18M +88,521 New
KHC
98
Koesten Hirschmann & Crabtree
Kansas
$16.9M +$244K +1,199 +1%
SFI
99
SPC Financial Inc
Maryland
$16.8M -$57.6K -283 -0.3%
TCBWMS
100
Texas Capital Bank Wealth Management Services
Texas
$16.2M -$132K -647 -0.8%

VV Hedge Fund Activity: Q3 2023 in Review

938 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q3 2023, worth a combined $18.5B — down 1.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VV positions and 40 closed out — a net gain of 18 holders — while 296 added to existing stakes and 335 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $220M. The largest seller was Samlyn Capital, cutting an estimated $121M.

  • 938 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2023, up from 928 in Q2 2023.
  • Funds reported $18.5B of Vanguard Large-Cap ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 58 funds opened new Vanguard Large-Cap ETF positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $220M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2023 was Samlyn Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2023.