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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.23B +$9.34M +45,868 +0.3%
Creative Planning
2
Creative Planning
Kansas
$2.54B +$65M +319,165 +3%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.28B
Vanguard Group
4
Vanguard Group
Pennsylvania
$603M -$541K -2,657 -0.1%
Bank of America
5
Bank of America
North Carolina
$567M -$19.2M -94,175 -3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$484M -$2.49M -12,243 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$472M +$4.87M +23,918 +1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$413M -$1.11M -5,428 -0.3%
UBS Group
9
UBS Group
Switzerland
$407M +$5.68M +27,911 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$335M -$3.71M -18,225 -1%
SC
11
Samlyn Capital
New York
$306M -$121M -591,747 -27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$286M -$6.86M -33,698 -2%
JFGLC
13
Johnson Financial Group LLC (Colorado)
Colorado
$264M +$4.02M +19,762 +1%
CAAS
14
Capital Asset Advisory Services
Michigan
$217M +$13.1M +64,514 +6%
Wells Fargo
15
Wells Fargo
California
$217M +$3.26M +16,020 +1%
AWM
16
Axxcess Wealth Management
California
$211M +$220M +1,080,746 New
MGIA
17
Moneta Group Investment Advisors
Missouri
$191M +$7.12M +34,952 +4%
PFO
18
Pathstone Family Office
New Jersey
$184M -$950K -4,664 -0.5%
Wealthfront Advisers
19
Wealthfront Advisers
California
$177M -$5.54M -27,205 -3%
Ameriprise
20
Ameriprise
Minnesota
$153M +$47.1M +231,163 +42%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$150M +$9.65M +47,381 +7%
W
22
Wealthquest
Ohio
$147M +$469K +2,302 +0.3%
CAM
23
Cresset Asset Management
Illinois
$131M -$7.03M -34,512 -5%
Goldman Sachs
24
Goldman Sachs
New York
$123M +$92.3M +453,005 +255%
LPL Financial
25
LPL Financial
California
$122M +$6.74M +33,095 +6%

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.