We are live on ! Find out more
VV icon

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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.03B +$33M +144,384 +0.9%
Creative Planning
2
Creative Planning
Kansas
$3.08B -$37.7M -164,660 -1%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.57B
Vanguard Group
4
Vanguard Group
Pennsylvania
$765M +$28.7M +125,284 +4%
Bank of America
5
Bank of America
North Carolina
$761M +$2.55M +11,133 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$638M -$604M -2,638,669 -50%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$600M -$6.34M -27,699 -1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$511M +$7.67M +33,521 +2%
UBS Group
9
UBS Group
Switzerland
$511M -$1.42M -6,209 -0.3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$396M -$4.9M -21,410 -1%
Charles Schwab
11
Charles Schwab
California
$352M +$205M +897,584 +158%
JFGLC
12
Johnson Financial Group LLC (Colorado)
Colorado
$337M +$13.9M +60,770 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$326M -$17.9M -78,385 -5%
Wells Fargo
14
Wells Fargo
California
$300M +$4.75M +20,756 +2%
AWM
15
Axxcess Wealth Management
California
$266M -$1.71M -7,487 -0.7%
CAAS
16
Capital Asset Advisory Services
Michigan
$263M -$2.03M -8,889 -0.8%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$256M +$135M +589,319 +123%
BL
18
Balentine LLC
Georgia
$250M +$239M +1,043,016 New
MGIA
19
Moneta Group Investment Advisors
Missouri
$245M +$7.48M +32,686 +3%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$211M -$6.64M -29,010 -3%
Wealthfront Advisers
21
Wealthfront Advisers
California
$205M -$5.06M -22,120 -3%
Ameriprise
22
Ameriprise
Minnesota
$187M -$7.96M -34,783 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$167M -$5.04M -22,042 -3%
W
24
Wealthquest
Ohio
$167M -$12.6M -54,993 -7%
LPL Financial
25
LPL Financial
California
$165M +$4.18M +18,258 +3%

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.