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Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.83%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$762M
2
W
Wealthquest
Ohio
$186M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$4.56B
4
BL
Balentine LLC
Georgia
$324M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$691M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$2.6M
2
SW
Simplicity Wealth
New Jersey
$0
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$107M
4
Creative Planning
Creative Planning
Kansas
$3.38B
5
MAM
Madison Asset Management
Wisconsin
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
151
HeadInvest LLC
Maine
$12.2M -$423K -1,606 -3%
IRC
152
Investors Research Corp
Georgia
$12.2M +$789K +2,998 +7%
SHFA
153
SC&H Financial Advisors
Maryland
$12.2M -$191K -726 -2%
DADC
154
D.A. Davidson & Co
Montana
$12.2M -$1.2M -4,547 -9%
BFAG
155
Blackston Financial Advisory Group
Florida
$12.1M +$12.1M +46,081 New
AFS
156
Amtrust Financial Services
New York
$12.1M – – –
MAM
157
Madison Asset Management
Wisconsin
$12M -$12.8M -48,687 -52%
FFW
158
Fusion Family Wealth
New York
$12M -$6.85K -26 -0.1%
LFP
159
Leeward Financial Partners
Washington
$11.8M +$144K +548 +1%
KeyBank National Association
160
KeyBank National Association
Ohio
$11.7M +$40.5K +154 +0.3%
AI
161
Atria Investments
North Carolina
$11.5M +$1.39M +5,269 +14%
CFB
162
Cullen/Frost Bankers
Texas
$11.4M +$1.32M +4,995 +13%
MCM
163
MAI Capital Management
Ohio
$11.3M +$927K +3,521 +9%
ETC
164
Exchange Traded Concepts
Oklahoma
$11.1M -$1.73M -6,575 -14%
LNB
165
Ledyard National Bank
$11M -$327K -1,241 -3%
CAAM
166
Cornerstone Advisors Asset Management
Pennsylvania
$11M -$19.2K -73 -0.2%
SLT
167
St Louis Trust
Missouri
$10.9M -$598K -2,273 -5%
MI
168
Moneywise Inc
Virginia
$10.8M +$4.5M +17,110 +72%
NA
169
NewEdge Advisors
Louisiana
$10.7M +$1.12M +4,265 +12%
PIMG
170
Patriot Investment Management Group
Tennessee
$10.6M -$75.3K -286 -0.7%
SIG
171
Stonegate Investment Group
Alabama
$10.5M +$3.36M +12,744 +47%
SWP
172
Stratos Wealth Partners
Ohio
$10.5M +$1.72M +6,536 +20%
CWM
173
Cranbrook Wealth Management
Michigan
$10.4M +$79.2K +301 +0.8%
GC
174
Gibson Capital
Pennsylvania
$10.4M – – –
Brown Advisory
175
Brown Advisory
Maryland
$10.3M +$790 +3 +0%
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7
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