Vanguard Morningstar Large-Cap ETF
1,100 hedge funds and large institutions have $26.3B invested in Vanguard Morningstar Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 343 increasing their positions, 354 reducing their positions, and 32 closing their positions.
209% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 32
6% more capital invested
Capital invested by funds: $24.8B → $26.3B (+$1.57B)
5% more funds holding
Funds holding: 1,043 → 1,100 (+57)
0.28% more ownership
Funds ownership: 68.19% → 68.46% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 94 → 94 (0)
3% less repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 354
79% less call options, than puts
Call options by funds: $7.45M | Put options by funds: $34.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$292M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$164M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$61.8M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$49.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$150M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$89.2M |
| 3 |
OHWA
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
-$60.1M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$30.2M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$12.4M |
VV Hedge Fund Activity: Q3 2024 in Review
1,100 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q3 2024, worth a combined $26.3B — up 6.3% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new VV positions and 32 closed out — a net gain of 67 holders — while 343 added to existing stakes and 354 trimmed.
The largest buyer was Charles Schwab, adding an estimated $292M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $150M sold.
- 1,100 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q3 2024, up from 1,043 in Q2 2024.
- Funds reported $26.3B of Vanguard Morningstar Large-Cap ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
- 99 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q3 2024 and 32 closed out, a net change of +67 holders.
- The largest Vanguard Morningstar Large-Cap ETF buyer in Q3 2024 was Charles Schwab, an estimated $292M added.
- The largest Vanguard Morningstar Large-Cap ETF seller in Q3 2024 was Simplicity Wealth, an estimated $150M sold.
Based on aggregated 13F filings for Q3 2024.