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Vanguard Large-Cap ETF
VV

1,042 hedge funds and large institutions have $24.8B invested in Vanguard Large-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 291 increasing their positions, 318 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $4.59M

11% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 72

5% more capital invested

Capital invested by funds: $23.5B → $24.8B (+$1.28B)

3% more funds holding in top 10

Funds holding in top 10: 91 → 94 (+3)

1.69% more ownership

Funds ownership: 68.19% → 69.88% (+1.7%)

0% less funds holding

Funds holding: 1,045 → 1,042 (-3)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 318

Holders
1,042
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
15.05%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.36%
New
80
Increased
291
Reduced
318
Closed
72
Calls
$5.74M
Puts
$4.59M
Net Calls
+$1.15M
Net Calls Change
+$60.1M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$585M
2
MAV
Mason & Associates (Virginia)
Virginia
+$99.5M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$92M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$81.4M
5
Charles Schwab
Charles Schwab
California
+$67.1M

Top Sellers

Rank Fund Capital Flow
1
W
Wealthquest
Ohio
-$151M
2
SC
Samlyn Capital
New York
-$127M
3
EF
Empowered Funds
Pennsylvania
-$41M
4
Bank of America
Bank of America
North Carolina
-$20.9M
5
Goldman Sachs
Goldman Sachs
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.28B +$81.4M +338,808 +2%
Creative Planning
2
Creative Planning
Kansas
$3.23B +$30.8M +128,121 +1%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.63B – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$828M +$30.1M +125,235 +4%
Bank of America
5
Bank of America
North Carolina
$771M -$20.9M -86,882 -3%
Morgan Stanley
6
Morgan Stanley
New York
$675M +$10.2M +42,479 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$617M -$6.88M -28,635 -1%
UBS Group
8
UBS Group
Switzerland
$533M +$999K +4,157 +0.2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$532M -$318K -1,324 -0.1%
Charles Schwab
10
Charles Schwab
California
$436M +$67.1M +279,496 +19%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$409M -$3.33M -13,877 -0.8%
JFGLC
12
Johnson Financial Group LLC (Colorado)
Colorado
$355M +$4.16M +17,315 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$331M -$8.54M -35,570 -3%
Wells Fargo
14
Wells Fargo
California
$315M +$2.55M +10,632 +0.8%
CAAS
15
Capital Asset Advisory Services
Michigan
$278M -$3.52M -14,655 -1%
AWM
16
Axxcess Wealth Management
California
$276M -$317K -1,319 -0.1%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$264M -$2.49M -10,372 -1%
BL
18
Balentine LLC
Georgia
$259M -$1.73M -7,199 -0.7%
MGIA
19
Moneta Group Investment Advisors
Missouri
$255M -$653K -2,719 -0.3%
Wealthfront Advisers
20
Wealthfront Advisers
California
$217M +$3.41M +14,185 +2%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$212M -$7.26M -30,244 -3%
Ameriprise
22
Ameriprise
Minnesota
$198M +$3.76M +15,649 +2%
LPL Financial
23
LPL Financial
California
$194M +$20.8M +86,462 +13%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$190M +$92M +383,190 +102%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$176M +$1.74M +7,248 +1%
1
2 3 4 5

VV Hedge Fund Activity: Q2 2024 in Review

1,042 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2024, worth a combined $24.8B — up 5.4% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VV positions and 72 closed out — a net gain of 8 holders — while 291 added to existing stakes and 318 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $585M. The largest seller was Wealthquest, cutting an estimated $151M.

  • 1,042 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2024, down from 1,045 in Q1 2024.
  • Funds reported $24.8B of Vanguard Large-Cap ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 80 funds opened new Vanguard Large-Cap ETF positions in Q2 2024 and 72 closed out, a net change of +8 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $585M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2024 was Wealthquest, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2024.