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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 %
RA
151
Ruggaard & Associates
Ohio
$7.93M 42,468 +42,468 New
DADC
152
D.A. Davidson & Co
Montana
$7.9M 42,281 -1,098 -3%
Northern Trust
153
Northern Trust
Illinois
$7.63M 40,868 +142 +0.3%
AI
154
Atria Investments
North Carolina
$7.62M 40,768 +6,160 +18%
OGF
155
Orin Green Financial
California
$7.57M 40,541 -1,283 -3%
BW
156
BIP Wealth
Georgia
$7.1M 37,988 +37,988 New
SWM
157
Sculati Wealth Management
Michigan
$6.98M 37,348 +871 +2%
V
158
Veritable
Delaware
$6.68M 35,751 -860 -2%
IRC
159
Investors Research Corp
Georgia
$6.65M 35,613 +1,641 +5%
JFA
160
JNBA Financial Advisors
Minnesota
$6.56M 35,110 -589 -2%
BSW
161
Buckingham Strategic Wealth
Missouri
$6.56M 37,633 – –
GB
162
Gunma Bank
Japan
$6.54M 35,000 +25,000 +250%
PWMG
163
Pioneer Wealth Management Group
Texas
$6.53M 34,972 +1,515 +5%
CA
164
Continuum Advisory
Idaho
$6.44M 34,477 -479 -1%
IPW
165
Intergy Private Wealth
Colorado
$6.42M 34,367 +2,204 +7%
BJL
166
Brighton Jones LLC
Washington
$6.34M 33,929 -221 -0.6%
HSA
167
HBK Sorce Advisory
Pennsylvania
$6.17M 33,050 -46,444 -58%
MECA
168
Miller Equity Capital Advisors
Texas
$6.17M 33,048 +3,895 +13%
NIM
169
Northeast Investment Management
Massachusetts
$6.01M 32,170 +21 +0.1%
PWM
170
PRW Wealth Management
Massachusetts
$6M 31,641 -157,063 -83%
LNC
171
Lincoln National Corp
Pennsylvania
$5.92M 31,666 -117 -0.4%
1WM
172
1900 Wealth Management
Texas
$5.84M 31,491 +2,442 +8%
CFG
173
Citizens Financial Group
Rhode Island
$5.81M 31,120 -1,729 -5%
TCA
174
Transcend Capital Advisors
New Jersey
$5.8M 31,022 -1,148 -4%
WIC
175
Whitegate Investment Counselors
New Hampshire
$5.74M 30,743 – –
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