We are live on ! Find out more
VV icon

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
MLA
126
MB, Levis & Associates
Pennsylvania
$11.4M +$8.76K +43 +0.1%
TFO
127
Tarbox Family Office
California
$11.1M -$1.27M -6,246 -10%
FA
128
Fountainhead AM
New Jersey
$11.1M +$375K +1,840 +3%
DWM
129
Destination Wealth Management
California
$10.9M -$726K -3,563 -6%
AA
130
Alesco Advisors
New York
$10.4M -$426K -2,092 -4%
AG
131
Advocate Group
Minnesota
$10.2M -$310K -1,522 -3%
CCG
132
Chatham Capital Group
Georgia
$10.1M +$46.2K +227 +0.4%
BFAG
133
Blackston Financial Advisory Group
Florida
$10.1M +$759K +3,727 +8%
MAM
134
Madison Asset Management
Wisconsin
$10M -$201K -987 -2%
ITB
135
Idaho Trust Bank
Idaho
$10M +$168K +827 +2%
Stifel Financial
136
Stifel Financial
Missouri
$9.6M +$1.76M +8,622 +21%
CFB
137
Cullen/Frost Bankers
Texas
$9.5M -$526K -2,583 -5%
FAG
138
Financial Advisory Group
Texas
$9.44M -$56K -275 -0.6%
SHFA
139
SC&H Financial Advisors
Maryland
$9.4M -$83.9K -412 -0.9%
HL
140
HeadInvest LLC
Maine
$9.4M -$8.15K -40 -0.1%
RPG
141
Resource Planning Group
Georgia
$9.4M -$428K -2,101 -4%
CWM
142
Congress Wealth Management
Massachusetts
$9.35M +$9.73M +47,796 New
CAAM
143
Cornerstone Advisors Asset Management
Pennsylvania
$9.32M -$37.3K -183 -0.4%
BFO
144
Biltmore Family Office
North Carolina
$9.16M +$483K +2,373 +5%
RWMH
145
Riverpoint Wealth Management Holdings
Illinois
$9.07M +$14.3K +70 +0.2%
TIM
146
Total Investment Management
Arizona
$9.06M -$354K -1,738 -4%
LNB
147
Ledyard National Bank
$9.03M -$441K -2,164 -4%
FFW
148
Fusion Family Wealth
New York
$8.99M -$2.65K -13 -0%
AFS
149
Amtrust Financial Services
New York
$8.96M
CAL
150
Capital Advisors Ltd
Ohio
$8.8M +$111K +544 +1%

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.