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Vanguard Large-Cap ETF
VV

Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
126
Chatham Capital Group
Georgia
$9.67M 51,757 -875 -2%
RPG
127
Resource Planning Group
Georgia
$9.52M 50,984 -664 -1%
BFAG
128
Blackston Financial Advisory Group
Florida
$9.26M 49,569 -6,848 -12%
HL
129
HeadInvest LLC
Maine
$9.17M 49,112 -2,175 -4%
LNB
130
Ledyard National Bank
$9.17M 49,099 -1,315 -3%
FAG
131
Financial Advisory Group
Texas
$9.08M 48,590 -299 -0.6%
SHFA
132
SC&H Financial Advisors
Maryland
$9.07M 48,544 +98 +0.2%
CAAM
133
Cornerstone Advisors Asset Management
Pennsylvania
$8.93M 47,803 +26 +0.1%
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$8.87M 47,477 -11,266 -19%
TIM
135
Total Investment Management
Arizona
$8.75M 46,862 +1,223 +3%
RWMH
136
Riverpoint Wealth Management Holdings
Illinois
$8.66M 46,348 +17 +0%
FFW
137
Fusion Family Wealth
New York
$8.61M 46,075 -230 -0.5%
AFS
138
Amtrust Financial Services
New York
$8.56M 45,800 – –
AWS
139
AJ Wealth Strategies
New York
$8.55M 45,789 -19,379 -30%
BFO
140
Biltmore Family Office
North Carolina
$8.51M 45,557 -7,586 -14%
CWM
141
Cranbrook Wealth Management
Michigan
$8.47M 45,340 -3,940 -8%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$8.45M 45,235 -4,391 -9%
KeyBank National Association
143
KeyBank National Association
Ohio
$8.33M 44,603 +151 +0.3%
CAL
144
Capital Advisors Ltd
Ohio
$8.21M 43,958 +244 +0.6%
Stifel Financial
145
Stifel Financial
Missouri
$8.2M 43,913 -325 -0.7%
PG
146
Proffitt & Goodson
Tennessee
$8.2M 43,902 -5,810 -12%
SB
147
Simmons Bank
Arkansas
$8.14M 43,565 -8,541 -16%
VVP
148
Venture Visionary Partners
Ohio
$8.09M 43,307 -1,039 -2%
PIMG
149
Patriot Investment Management Group
Tennessee
$8.08M 43,242 -1,086 -2%
TNBTD
150
Trustmark National Bank Trust Department
Mississippi
$8.03M 42,986 +5,069 +13%
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