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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 %
JWA
201
JFS Wealth Advisors
Pennsylvania
$4.68M 25,054 +2 +0%
WT
202
Whittier Trust
California
$4.6M 24,650 +422 +2%
LWM
203
Laidlaw Wealth Management
New York
$4.58M 24,516 -120 -0.5%
CGL
204
Clarius Group LLC
Washington
$4.55M 24,356 +5 +0%
RWI
205
Red Wave Investments
Pennsylvania
$4.53M 24,253 -2,515 -9%
GVAG
206
Great Valley Advisor Group
Delaware
$4.5M 24,108 +382 +2%
IFS
207
Ifrah Financial Services
Arkansas
$4.47M 23,905 -354 -1%
SWP
208
Stratos Wealth Partners
Ohio
$4.46M 23,862 -11,933 -33%
GT
209
Glenmede Trust
Pennsylvania
$4.41M 23,619 -3,568 -13%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$4.4M 23,570 -29,809 -56%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$4.29M 22,955 +237 +1%
Vontobel Holding
212
Vontobel Holding
Switzerland
$4.27M 22,874 -6 -0%
ST
213
Smithfield Trust
Pennsylvania
$4.27M 22,850 -4,638 -17%
TIM
214
Tortoise Investment Management
New York
$4.17M 22,340 +4,527 +25%
KCM
215
Kendall Capital Management
Maryland
$4.16M 22,252 -100 -0.4%
KAH
216
Kathryn A. Hall
$4.13M 22,100 – –
LSA
217
Lion Street Advisors
Texas
$4.11M 21,999 +21,999 New
SIG
218
Stonegate Investment Group
Alabama
$4.1M 21,959 +1,701 +8%
PWMAG
219
Pinnacle Wealth Management Advisory Group
New Jersey
$4.08M 21,853 +75 +0.3%
CTC
220
Central Trust Company
Missouri
$4.08M 21,843 -2,595 -11%
TFCP
221
Twin Focus Capital Partners
Massachusetts
$4.08M 21,840 -1,840 -8%
PFM
222
Phillips Financial Management
Indiana
$4.02M 21,502 +28 +0.1%
EWM
223
Evercore Wealth Management
New York
$3.95M 21,147 -8 -0%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$3.93M 20,998 +3,568 +20%
DWT
225
Dorsey & Whitney Trust
South Dakota
$3.88M 20,743 +364 +2%
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