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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,041 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, 330 reducing their positions, and 60 closing their positions.

Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

1
BL
1
Balentine LLC
Georgia
$250M
2
Charles Schwab
2
Charles Schwab
California
$352M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$256M
4
SW
4
Simplicity Wealth
New Jersey
$140M
5
GM
5
GeoWealth Management
Illinois
$95.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$638M
2
SC
2
Samlyn Capital
New York
$127M
3
CCM
3
Carlson Capital Management
Minnesota
$7.49M
4
OHWA
4
Oak Hill Wealth Advisors
Virginia
$0
5
Creative Planning
5
Creative Planning
Kansas
$3.08B
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
101
Franklin Resources
California
$21.3M 88,960 – –
CL
102
Choreo LLC
Illinois
$20.9M 87,317 -4,806 -5%
KHC
103
Koesten Hirschmann & Crabtree
Kansas
$20.6M 85,977 -2,456 -3%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$19.8M 82,561 +1,602 +2%
BPA
105
Beacon Pointe Advisors
California
$19.6M 81,860 +1,526 +2%
BA
106
Bristlecone Advisors
Washington
$19.3M 80,611 +66,865 +486%
TCBWMS
107
Texas Capital Bank Wealth Management Services
Texas
$19.1M 79,592 – –
SFI
108
SPC Financial Inc
Maryland
$19M 79,138 -1,998 -2%
KCM
109
Kennicott Capital Management
California
$18.9M 78,686 -5,239 -6%
WA
110
Wealth Architects
California
$18.1M 75,304 -1,809 -2%
AIA
111
Arcadia Investment Advisors
Idaho
$17.8M 74,366 -1,951 -3%
Truist Financial
112
Truist Financial
North Carolina
$17.8M 74,320 -5,504 -7%
PA
113
Pinnacle Associates
New York
$17.7M 73,734 +83 +0.1%
FA
114
Fountainhead AM
New Jersey
$16.6M 69,285 +11,892 +21%
RBC
115
Roble Belko & Company
Pennsylvania
$16.6M 69,255 +1 +0%
FHB
116
First Hawaiian Bank
Hawaii
$16.2M 67,463 -2,898 -4%
WTC
117
WhitTier Trust Company
Nevada
$15.9M 66,418 -265 -0.4%
NGA
118
Naples Global Advisors
Florida
$15.9M 66,212 -640 -1%
HWM
119
Horizons Wealth Management
North Carolina
$15.7M 72,059 – –
UCFA
120
United Capital Financial Advisors
Texas
$15M 62,466 -945 -1%
FMP
121
Financial Management Professionals
Texas
$14.4M 60,205 +937 +2%
MLA
122
MB, Levis & Associates
Pennsylvania
$14.4M 60,036 +890 +2%
RFM
123
Royal Fund Management
Florida
$14.4M 59,953 +96 +0.2%
CI
124
CX Institutional
Indiana
$14.2M 59,156 -2,334 -4%
EWM
125
Empirical Wealth Management
Washington
$13.8M 57,755 -2,820 -5%
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5
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