We are live on ! Find out more
VV icon

Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1051
SageView Advisory Group
California
-$16M -70,933 Closed
RA
1052
Ruggaard & Associates
Ohio
-$9.12M -41,819 Closed
Susquehanna International Group
1053
Susquehanna International Group
Pennsylvania
-$8.52M -37,250 Closed
ITB
1054
Idaho Trust Bank
Idaho
-$7.19M -32,938 Closed
ARC
1055
Advisor Resource Council
Texas
-$5.89M -27,014 Closed
FCG
1056
Financial Connections Group
California
-$3.11M -14,249 Closed
GBWM
1057
Granite Bay Wealth Management
New Hampshire
-$1.91M -9,324 Closed
SCM
1058
Sollinda Capital Management
Florida
-$1.61M -7,364 Closed
AWA
1059
Arete Wealth Advisors
Illinois
-$1.14M -5,239 Closed
Renaissance Technologies
1060
Renaissance Technologies
New York
-$1.02M -4,700 Closed
OMC
1061
Old Mission Capital
Illinois
-$998K -4,576 Closed
SAS
1062
SMI Advisory Services
Indiana
-$996K -4,549 Closed
MWM
1063
Meridian Wealth Management
Kentucky
-$703K -3,224 Closed
PWG
1064
Portside Wealth Group
Utah
-$688K -3,156 Closed
BTWM
1065
Baker Tilly Wealth Management
Wisconsin
-$597K -2,735 Closed
FA
1066
FDx Advisors
Illinois
-$593K -2,718 Closed
CIR
1067
Clear Investment Research
Georgia
-$500K -2,290 Closed
GSC
1068
Ground Swell Capital
South Carolina
-$499K -2,286 Closed
CCA
1069
Conservest Capital Advisors
Pennsylvania
-$493K -2,261 Closed
MWM
1070
MY Wealth Management
Maryland
-$432K -1,978 Closed
MWM
1071
Meritas Wealth Management
California
-$424K -1,945 Closed
BWA
1072
Bordeaux Wealth Advisors
California
-$364K -1,667 Closed
WIM
1073
WealthPlan Investment Management
Nebraska
-$302K -1,385 Closed
OIA
1074
OneDigital Investment Advisors
Kansas
-$293K -1,341 Closed
CastleKeep Investment Advisors
1075
CastleKeep Investment Advisors
Connecticut
-$285K -1,308 Closed

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.