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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 %
AWS
201
Atria Wealth Solutions
New York
$7.98M +$1.91M +7,245 +31%
HWM
202
HB Wealth Management
Georgia
$7.94M +$57.7K +219 +0.7%
MWM
203
Merriman Wealth Management
Washington
$7.88M -$343K -1,302 -4%
Financial Engines Advisors
204
Financial Engines Advisors
California
$7.83M -$255K -969 -3%
ML
205
Mayport LLC
Massachusetts
$7.82M -$22.9K -87 -0.3%
GT
206
Glenmede Trust
Pennsylvania
$7.78M -$1.58K -6 -0%
STA
207
Summit Trail Advisors
New York
$7.78M +$1.96M +7,429 +34%
KPWS
208
Kestra Private Wealth Services
Texas
$7.66M +$1.19M +4,521 +18%
NPFS
209
Novak & Powell Financial Services
Florida
$7.63M -$489K -1,858 -6%
CHJWM
210
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.53M -$24.6K -94 -0.3%
MFG
211
Merit Financial Group
Georgia
$7.46M +$6.82M +25,898 +1,060%
G
212
Gainplan
Michigan
$7.11M +$214K +857 +3%
GT
213
Glenview Trust
Kentucky
$7.1M +$155K +588 +2%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$7.04M +$980K +3,721 +16%
CC
215
Callan Capital
California
$7.01M +$123K +466 +2%
TIM
216
Tortoise Investment Management
New York
$6.98M +$230K +873 +3%
ACM
217
Armbruster Capital Management
New York
$6.85M – – –
WIA
218
World Investment Advisors
California
$6.84M +$220K +837 +3%
AF
219
Apexium Financial
Texas
$6.81M – – –
TYCC
220
Texas Yale Capital Corp
Florida
$6.78M +$1.05K +4 +0%
SC
221
Soundwatch Capital
Connecticut
$6.69M +$6.69M +25,413 New
CGL
222
Clarius Group LLC
Washington
$6.68M +$2.63K +10 +0%
CB
223
Commerce Bank
Missouri
$6.55M +$77.7K +295 +1%
CFP
224
Cascade Financial Partners
California
$6.5M -$397K -1,482 -6%
SFMG
225
Sage Financial Management Group
Virginia
$6.46M +$6.46M +24,522 New
7 8
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