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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
SAG
101
SageView Advisory Group
California
$15.9M -$406K -1,992 -2%
ME
102
McIlrath & Eck
Washington
$15.8M +$542K +2,661 +3%
BWA
103
BlueSky Wealth Advisors
North Carolina
$15.7M -$1.68M -8,225 -9%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$15.6M -$1.28M -6,305 -7%
AWM
105
Adams Wealth Management
Utah
$15.6M +$353K +1,735 +2%
WA
106
Wealth Architects
California
$15.5M -$33.6K -165 -0.2%
KCM
107
Kennicott Capital Management
California
$15.5M -$31.6M -154,993 -66%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$15.2M -$47.5K -233 -0.3%
AIA
109
Arcadia Investment Advisors
Idaho
$15M -$177K -867 -1%
Truist Financial
110
Truist Financial
North Carolina
$14.7M -$208K -1,021 -1%
RBC
111
Roble Belko & Company
Pennsylvania
$14.5M +$1.4M +6,856 +10%
PA
112
Pinnacle Associates
New York
$14.4M -$99.2K -487 -0.7%
FHB
113
First Hawaiian Bank
Hawaii
$14.4M -$136K -668 -0.9%
HTC
114
Haverford Trust Company
Pennsylvania
$13.9M +$13.9M +68,296 +2,627%
NGA
115
Naples Global Advisors
Florida
$13.5M -$155K -760 -1%
Cerity Partners
116
Cerity Partners
New York
$13.3M +$6.91M +33,917 +100%
HWM
117
Horizons Wealth Management
North Carolina
$13.3M -$255K -1,253 -2%
PAG
118
Private Advisor Group
New Jersey
$13.2M -$109K -537 -0.8%
AA
119
Atmos Advisory
Pennsylvania
$12.9M +$297K +1,456 +2%
CI
120
CX Institutional
Indiana
$12.3M -$16.2M -79,789 -56%
EWM
121
Empirical Wealth Management
Washington
$12M +$35.4K +174 +0.3%
WTC
122
WhitTier Trust Company
Nevada
$12M -$71.3K -350 -0.6%
RFM
123
Royal Fund Management
Florida
$11.8M +$165K +808 +1%
IWM
124
Integris Wealth Management
California
$11.8M -$991K -4,864 -7%
JP Morgan Chase
125
JP Morgan Chase
New York
$11.6M +$1.44M +7,088 +14%

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.