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Vanguard Large-Cap ETF

1,042 hedge funds and large institutions have $24.8B invested in Vanguard Large-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 291 increasing their positions, 318 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $4.59M

11% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 72

5% more capital invested

Capital invested by funds: $23.5B → $24.8B (+$1.28B)

3% more funds holding in top 10

Funds holding in top 10: 9194 (+3)

1.69% more ownership

Funds ownership: 68.19%69.88% (+1.7%)

0% less funds holding

Funds holding: 1,0451,042 (-3)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 318

Holders
1,042
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
15.05%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.36%
New
80
Increased
291
Reduced
318
Closed
72
Calls
$5.74M
Puts
$4.59M
Net Calls
+$1.15M
Net Calls Change
+$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Fountainhead AM
New Jersey
$21.9M +$4.46M +18,571 +27%
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M -$676K -2,814 -3%
KCM
103
Kennicott Capital Management
California
$21M +$1.32M +5,500 +7%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$20.8M +$203K +846 +1%
KHC
105
Koesten Hirschmann & Crabtree
Kansas
$20.6M
BWA
106
BlueSky Wealth Advisors
North Carolina
$20.5M +$19.8M +82,253 New
TCBWMS
107
Texas Capital Bank Wealth Management Services
Texas
$20.2M +$312K +1,298 +2%
BPA
108
Beacon Pointe Advisors
California
$20.1M -$313K -1,302 -2%
BA
109
Bristlecone Advisors
Washington
$20M -$90.1K -375 -0.5%
VFP
110
Verus Financial Partners
Virginia
$19.6M -$3.32M -13,831 -15%
SFI
111
SPC Financial Inc
Maryland
$19.2M -$487K -2,027 -3%
RBC
112
Roble Belko & Company
Pennsylvania
$18.4M +$1.06M +4,433 +6%
PA
113
Pinnacle Associates
New York
$18.4M -$18K -75 -0.1%
AIA
114
Arcadia Investment Advisors
Idaho
$18.1M -$426K -1,775 -2%
WA
115
Wealth Architects
California
$18.1M -$707K -2,944 -4%
Truist Financial
116
Truist Financial
North Carolina
$17.9M -$586K -2,438 -3%
NGA
117
Naples Global Advisors
Florida
$16.5M -$79.3K -330 -0.5%
WTC
118
WhitTier Trust Company
Nevada
$16.5M -$82.2K -342 -0.5%
FHB
119
First Hawaiian Bank
Hawaii
$16.4M -$414K -1,723 -3%
CI
120
CX Institutional
Indiana
$16.1M +$1.29M +5,363 +9%
SAG
121
SageView Advisory Group
California
$15.8M +$15.2M +63,118 New
SWM
122
Sculati Wealth Management
Michigan
$15.3M +$4.33M +18,019 +42%
FMP
123
Financial Management Professionals
Texas
$15.3M +$221K +922 +2%
UCFA
124
United Capital Financial Advisors
Texas
$15.2M -$334K -1,391 -2%
AWM
125
Adams Wealth Management
Utah
$15.1M +$1.11M +4,602 +8%

VV Hedge Fund Activity: Q2 2024 in Review

1,042 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2024, worth a combined $24.8B — up 5.4% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VV positions and 72 closed out — a net gain of 8 holders — while 291 added to existing stakes and 318 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $585M. The largest seller was Wealthquest, cutting an estimated $151M.

  • 1,042 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2024, down from 1,045 in Q1 2024.
  • Funds reported $24.8B of Vanguard Large-Cap ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 80 funds opened new Vanguard Large-Cap ETF positions in Q2 2024 and 72 closed out, a net change of +8 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $585M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2024 was Wealthquest, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2024.