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Vanguard Large-Cap ETF

1,099 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 341 increasing their positions, 355 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 (+$1.56B)

5% more funds holding

Funds holding: 1,0421,099 (+57)

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

4% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 355

1.42% less ownership

Funds ownership: 69.88%68.46% (-1.4%)

79% less call options, than puts

Call options by funds: $7.45M | Put options by funds: $34.7M

Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
15.78%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
99
Increased
341
Reduced
355
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.56B +$61.8M +243,670 +1%
Creative Planning
2
Creative Planning
Kansas
$3.38B -$30.2M -119,233 -0.9%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.72B
Vanguard Group
4
Vanguard Group
Pennsylvania
$900M +$25.7M +101,301 +3%
Bank of America
5
Bank of America
North Carolina
$819M +$5.71M +22,522 +0.7%
Charles Schwab
6
Charles Schwab
California
$762M +$292M +1,149,356 +66%
Morgan Stanley
7
Morgan Stanley
New York
$714M +$2.45M +9,649 +0.4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$691M +$38.4M +151,438 +6%
UBS Group
9
UBS Group
Switzerland
$582M +$18.5M +72,804 +3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$559M -$1.67M -6,593 -0.3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$427M -$3.82M -15,041 -0.9%
JFGLC
12
Johnson Financial Group LLC (Colorado)
Colorado
$382M +$7.19M +28,328 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$346M -$3.33M -13,142 -1%
Wells Fargo
14
Wells Fargo
California
$326M -$6.28M -24,756 -2%
BL
15
Balentine LLC
Georgia
$324M +$49.1M +193,596 +19%
AWM
16
Axxcess Wealth Management
California
$288M -$3.13M -12,343 -1%
CAAS
17
Capital Asset Advisory Services
Michigan
$288M +$609K +2,401 +0.2%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$280M +$1.42M +5,616 +0.5%
MGIA
19
Moneta Group Investment Advisors
Missouri
$274M +$4.83M +19,052 +2%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$222M -$1.37M -5,416 -0.6%
Wealthfront Advisers
21
Wealthfront Advisers
California
$218M -$10.1M -39,814 -5%
Ameriprise
22
Ameriprise
Minnesota
$211M +$2.14M +8,422 +1%
LPL Financial
23
LPL Financial
California
$204M -$494K -1,947 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$201M +$15.6M +61,476 +9%
W
25
Wealthquest
Ohio
$186M +$164M +646,240 +959%

VV Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard 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 341 added to existing stakes and 355 trimmed.

The largest buyer was Charles Schwab, adding an estimated $292M. The largest seller was Strategic Financial Concepts, cutting an estimated $618M.

  • 1,099 institutional investors held Vanguard Large-Cap ETF (VV) as of Q3 2024, up from 1,042 in Q2 2024.
  • Funds reported $26.3B of Vanguard Large-Cap ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 99 funds opened new Vanguard Large-Cap ETF positions in Q3 2024 and 32 closed out, a net change of +67 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q3 2024 was Charles Schwab, an estimated $292M added.
  • The largest Vanguard Large-Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $618M sold.

Based on aggregated 13F filings for Q3 2024.