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Vanguard Large-Cap ETF
VV

Overview Fund Activity

924 hedge funds and large institutions have $18.9B invested in Vanguard Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 330 reducing their positions, and 35 closing their positions.

Holders
924
Holders Change
+33
Holders Change %
+3.7%
% of All Funds
14.58%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
77
Increased
269
Reduced
330
Closed
35
Calls
$10.5M
Puts
$2.38M
Net Calls
+$8.17M
Net Calls Change
-$1.22M

Top Buyers

1
GC
1
Garde Capital
Washington
$88M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.34B
3
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M
4
Creative Planning
4
Creative Planning
Kansas
$2.57B
5
AWM
5
AE Wealth Management
Kansas
$24M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.69M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M
3
Charles Schwab
3
Charles Schwab
California
$70.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$146M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPAM
201
Lodestar Private Asset Management
California
$5.31M 26,203 -99 -0.4%
TYCC
202
Texas Yale Capital Corp
Florida
$5.3M 26,143 +5 +0%
NEWAS
203
N.E.W. Advisory Services
Wisconsin
$5.25M 25,920 -525 -2%
RWI
204
Red Wave Investments
Pennsylvania
$5.09M 25,107 +854 +4%
JWA
205
JFS Wealth Advisors
Pennsylvania
$5.08M 25,056 +2 +0%
CGL
206
Clarius Group LLC
Washington
$5.04M 24,847 +491 +2%
WT
207
Whittier Trust
California
$4.92M 24,271 -379 -2%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$4.89M 24,112 +542 +2%
AllianceBernstein
209
AllianceBernstein
Tennessee
$4.83M 23,841 -30,651 -56%
IFS
210
Ifrah Financial Services
Arkansas
$4.82M 23,787 -118 -0.5%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$4.81M 23,720 +765 +3%
LWM
212
Laidlaw Wealth Management
New York
$4.78M 23,589 -927 -4%
SIG
213
Stonegate Investment Group
Alabama
$4.6M 22,708 +749 +3%
ST
214
Smithfield Trust
Pennsylvania
$4.6M 22,695 -155 -0.7%
TIM
215
Tortoise Investment Management
New York
$4.55M 22,458 +118 +0.5%
Vontobel Holding
216
Vontobel Holding
Switzerland
$4.52M 22,298 -576 -3%
KCM
217
Kendall Capital Management
Maryland
$4.51M 22,252 – –
MWM
218
Modera Wealth Management
New Jersey
$4.49M 22,153 +1,440 +7%
KAH
219
Kathryn A. Hall
$4.48M 22,100 – –
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$4.42M 21,803 -50 -0.2%
GT
221
Glenmede Trust
Pennsylvania
$4.41M 23,619 – –
GVAG
222
Great Valley Advisor Group
Delaware
$4.41M 21,761 -2,347 -10%
CTC
223
Central Trust Company
Missouri
$4.41M 21,755 -88 -0.4%
KPWS
224
Kestra Private Wealth Services
Texas
$4.41M 21,743 +8,438 +63%
MG
225
Mather Group
Illinois
$4.39M 21,632 +9,069 +72%
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