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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
IPW
176
Intergy Private Wealth
Colorado
$7.07M +$35K +172 +0.5%
CA
177
Continuum Advisory
Idaho
$6.95M +$246K +1,207 +4%
NIM
178
Northeast Investment Management
Massachusetts
$6.82M +$213K +1,045 +3%
API
179
Advisor Partners II
California
$6.74M +$5.44M +26,701 +345%
SWP
180
Stratos Wealth Partners
Ohio
$6.68M -$63.5K -312 -0.9%
HSA
181
HBK Sorce Advisory
Pennsylvania
$6.64M
TCA
182
Transcend Capital Advisors
New Jersey
$6.31M +$108K +530 +2%
LNC
183
Lincoln National Corp
Pennsylvania
$6.3M +$71.7K +352 +1%
JFA
184
JNBA Financial Advisors
Minnesota
$6.19M -$600K -2,946 -9%
PWMG
185
Pioneer Wealth Management Group
Texas
$6.08M -$889K -4,364 -12%
CFG
186
Citizens Financial Group
Rhode Island
$6.02M +$22.8K +112 +0.4%
HWM
187
HB Wealth Management
Georgia
$5.98M +$195K +956 +3%
NA
188
NewEdge Advisors
Louisiana
$5.96M -$3.07M -15,086 -33%
AF
189
Allworth Financial
California
$5.95M +$54K +265 +0.9%
AF
190
Apexium Financial
Texas
$5.78M
SC
191
Soundwatch Capital
Connecticut
$5.7M +$1.17M +5,764 +25%
GT
192
Glenmede Trust
Pennsylvania
$5.56M +$972K +4,773 +20%
CHJWM
193
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.49M +$116K +571 +2%
AWS
194
Atria Wealth Solutions
New York
$5.47M -$165K -809 -3%
KAS
195
Kestra Advisory Services
Texas
$5.47M +$188K +924 +3%
ML
196
Mayport LLC
Massachusetts
$5.39M
SWM
197
Soundmark Wealth Management
Washington
$5.38M +$94.5K +464 +2%
MCM
198
MAI Capital Management
Ohio
$5.37M -$69K -339 -1%
AWM
199
Avior Wealth Management
Nebraska
$5.28M -$340K -1,671 -6%
TDWM
200
Topel & Distasi Wealth Management
California
$5.26M -$42.2K -207 -0.8%

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.