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Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Soundmark Wealth Management
Washington
$6.7M -$257K -1,125 -4%
AWS
202
Atria Wealth Solutions
New York
$6.64M +$680K +2,974 +12%
CHJWM
203
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.63M -$45.1K -197 -0.7%
CB
204
Commerce Bank
Missouri
$6.48M -$92.7K -405 -1%
G
205
Gainplan
Michigan
$6.37M +$256K +1,117 +4%
GT
206
Glenview Trust
Kentucky
$6.29M -$91.1K -398 -1%
CC
207
Callan Capital
California
$6.26M
ACM
208
Armbruster Capital Management
New York
$6.24M
AF
209
Apexium Financial
Texas
$6.2M
TYCC
210
Texas Yale Capital Corp
Florida
$6.17M +$1.14K +5 +0%
CFP
211
Cascade Financial Partners
California
$6.16M +$6.01M +26,260 New
CP
212
Capital Planning
Washington
$6.13M +$460K +2,011 +9%
SIG
213
Stonegate Investment Group
Alabama
$6.11M +$350K +1,531 +6%
SC
214
Soundwatch Capital
Connecticut
$6.09M +$1.32M +5,770 +29%
Natixis Advisors
215
Natixis Advisors
Massachusetts
$6.02M +$508K +2,219 +10%
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$5.94M +$10.1K +44 +0.1%
CGL
217
Clarius Group LLC
Washington
$5.93M +$1.14K +5 +0%
ST
218
Smithfield Trust
Pennsylvania
$5.92M +$67K +293 +1%
SFMG
219
Sage Financial Management Group
Virginia
$5.86M +$240K +1,050 +4%
AWM
220
Avior Wealth Management
Nebraska
$5.83M -$340K -1,487 -6%
LPAM
221
Lodestar Private Asset Management
California
$5.8M -$230K -1,005 -4%
FFA
222
Farther Finance Advisors
California
$5.78M -$12.8K -56 -0.2%
RWI
223
Red Wave Investments
Pennsylvania
$5.78M -$275K -1,204 -5%
KPWS
224
Kestra Private Wealth Services
Texas
$5.72M -$116K -506 -2%
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$5.72M +$45.1K +197 +0.8%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.