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Vanguard Large-Cap ETF

1,045 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, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
Integris Wealth Management
California
$13.8M -$632K -2,762 -5%
AWM
127
Adams Wealth Management
Utah
$13.4M -$729K -3,188 -5%
BFO
128
Biltmore Family Office
North Carolina
$13.3M +$2.11M +9,209 +20%
NW
129
NewEdge Wealth
Pennsylvania
$13.3M +$25.2K +110 +0.2%
AA
130
Atmos Advisory
Pennsylvania
$13.3M -$2.15M -9,387 -15%
FF
131
Farrell Financial
New York
$13M +$342K +1,493 +3%
DWM
132
Destination Wealth Management
California
$12.6M -$415K -1,813 -3%
CCG
133
Chatham Capital Group
Georgia
$12.4M -$11.4K -50 -0.1%
AA
134
Alesco Advisors
New York
$12.4M -$126K -550 -1%
BFAG
135
Blackston Financial Advisory Group
Florida
$12.3M -$59.3K -259 -0.5%
DADC
136
D.A. Davidson & Co
Montana
$12.3M +$31.6K +138 +0.3%
TFO
137
Tarbox Family Office
California
$12.2M -$300K -1,310 -3%
AG
138
Advocate Group
Minnesota
$12.2M -$111K -486 -0.9%
WAG
139
Wheelhouse Advisory Group
Missouri
$12M +$470K +2,053 +4%
TIM
140
Total Investment Management
Arizona
$11.8M +$278K +1,215 +3%
MECA
141
Miller Equity Capital Advisors
Texas
$11.8M +$402K +1,759 +4%
CWM
142
Congress Wealth Management
Massachusetts
$11.6M +$37.1K +162 +0.3%
MAM
143
Madison Asset Management
Wisconsin
$11.5M -$171K -746 -2%
HL
144
HeadInvest LLC
Maine
$11.5M -$20.8K -91 -0.2%
SHFA
145
SC&H Financial Advisors
Maryland
$11.4M -$97.9K -428 -0.9%
CAL
146
Capital Advisors Ltd
Ohio
$11.3M +$246K +1,077 +2%
FAG
147
Financial Advisory Group
Texas
$11.3M -$140K -614 -1%
RWMH
148
Riverpoint Wealth Management Holdings
Illinois
$11.2M +$24.3K +106 +0.2%
Stifel Financial
149
Stifel Financial
Missouri
$11M -$851K -3,719 -7%
FFW
150
Fusion Family Wealth
New York
$11M -$34.3K -150 -0.3%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.