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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.16B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$197M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$81.8M
4
Bank of America
4
Bank of America
North Carolina
$690M
5
TPI
5
Trust Point Inc
Wisconsin
$54M

Top Sellers

1
SC
1
Samlyn Capital
New York
$222M
2
LWM
2
Liberty Wealth Management
California
$794K
3
Goldman Sachs
3
Goldman Sachs
New York
$71M
4
BPA
4
Beacon Pointe Advisors
California
$17.5M
5
CAM
5
Cresset Asset Management
Illinois
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
126
Adams Wealth Management
Utah
$12.9M 59,274 -20,255 -25%
FMP
127
Financial Management Professionals
Texas
$12.9M 59,268 +58,935 +17,698%
MLA
128
MB, Levis & Associates
Pennsylvania
$12.9M 59,146 +761 +1%
FA
129
Fountainhead AM
New Jersey
$12.5M 57,393 +788 +1%
NW
130
NewEdge Wealth
Pennsylvania
$12.5M 57,244 +48,293 +540%
DWM
131
Destination Wealth Management
California
$11.8M 54,253 -1,320 -2%
TFO
132
Tarbox Family Office
California
$11.4M 52,303 -4,444 -8%
AA
133
Alesco Advisors
New York
$11.4M 52,109 -1,155 -2%
CCG
134
Chatham Capital Group
Georgia
$11.3M 51,729 -100 -0.2%
BFAG
135
Blackston Financial Advisory Group
Florida
$11.2M 51,475 -214 -0.4%
AG
136
Advocate Group
Minnesota
$11.2M 51,212 -844 -2%
DADC
137
D.A. Davidson & Co
Montana
$11.1M 51,007 +7,276 +17%
Stifel Financial
138
Stifel Financial
Missouri
$10.9M 49,773 +739 +2%
MAM
139
Madison Asset Management
Wisconsin
$10.6M 48,777 -2,359 -5%
WAG
140
Wheelhouse Advisory Group
Missouri
$10.5M 48,162 +48,162 New
CWM
141
Congress Wealth Management
Massachusetts
$10.5M 48,156 +360 +0.8%
HL
142
HeadInvest LLC
Maine
$10.5M 48,052 +60 +0.1%
TIM
143
Total Investment Management
Arizona
$10.4M 47,863 +1,566 +3%
SHFA
144
SC&H Financial Advisors
Maryland
$10.4M 47,782 -248 -0.5%
FAG
145
Financial Advisory Group
Texas
$10.4M 47,603 -637 -1%
FF
146
Farrell Financial
New York
$10.4M 52,861 +52,861 New
MECA
147
Miller Equity Capital Advisors
Texas
$10.3M 47,269 +8,390 +22%
BFO
148
Biltmore Family Office
North Carolina
$10.1M 46,467 -339 -0.7%
RWMH
149
Riverpoint Wealth Management Holdings
Illinois
$10.1M 46,422 +93 +0.2%
CFB
150
Cullen/Frost Bankers
Texas
$10.1M 46,253 -2,287 -5%
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