Vanguard Large-Cap ETF
928 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 269 increasing their positions, 331 reducing their positions, and 35 closing their positions.
344% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $2.38M
123% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 35
4% more funds holding
Funds holding: 894 → 928 (+34)
5% more capital invested
Capital invested by funds: $18B → $18.9B (+$845M)
1% less funds holding in top 10
Funds holding in top 10: 84 → 83 (-1)
19% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 331
22.14% less ownership
Funds ownership: 89.12% → 66.98% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Garde Capital
Seattle,
Washington
|
+$81.2M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32M |
| 3 |
KCM
Kennicott Capital Management
Corte Madera,
California
|
+$30.7M |
| 4 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$20.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.3B |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$609M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$70.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$55.9M |
| 5 |
GMA
Glassy Mountain Advisors
Bethesda,
Maryland
|
-$21M |
VV Hedge Fund Activity: Q2 2023 in Review
928 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2023, worth a combined $18.9B — up 4.7% from $18B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VV positions and 35 closed out — a net gain of 43 holders — while 269 added to existing stakes and 331 trimmed.
The largest buyer was Garde Capital, adding an estimated $81.2M. The largest seller was Envestnet Asset Management, cutting an estimated $5.3B.
- 928 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2023, up from 894 in Q1 2023.
- Funds reported $18.9B of Vanguard Large-Cap ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
- 78 funds opened new Vanguard Large-Cap ETF positions in Q2 2023 and 35 closed out, a net change of +43 holders.
- The largest Vanguard Large-Cap ETF buyer in Q2 2023 was Garde Capital, an estimated $81.2M added.
- The largest Vanguard Large-Cap ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $5.3B sold.
Based on aggregated 13F filings for Q2 2023.