VV icon

Vanguard Large-Cap ETF
VV

Overview Fund Activity

1,094 hedge funds and large institutions have $26.3B invested in Vanguard Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 340 increasing their positions, 354 reducing their positions, and 32 closing their positions.

Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.83%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
100
Increased
340
Reduced
354
Closed
32
Calls
$7.45M
Puts
$34.7M
Net Calls
-$27.3M
Net Calls Change
-$28.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$762M
2
W
2
Wealthquest
Ohio
$186M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.56B
4
BL
4
Balentine LLC
Georgia
$324M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$691M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$2.6M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$107M
4
OHWA
4
Oak Hill Wealth Advisors
Virginia
$0
5
Creative Planning
5
Creative Planning
Kansas
$3.38B
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.56B 17,391,682 +243,670 +1%
Creative Planning
2
Creative Planning
Kansas
$3.38B 12,839,996 -119,233 -0.9%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.72B 6,543,317 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$900M 3,418,518 +101,301 +3%
Bank of America
5
Bank of America
North Carolina
$819M 3,110,850 +22,522 +0.7%
Charles Schwab
6
Charles Schwab
California
$762M 2,895,551 +1,149,356 +66%
Morgan Stanley
7
Morgan Stanley
New York
$714M 2,713,081 +9,649 +0.4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$691M 2,623,478 +151,438 +6%
UBS Group
9
UBS Group
Switzerland
$582M 2,209,110 +72,804 +3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$559M 2,124,373 -6,593 -0.3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$427M 1,622,670 -15,041 -0.9%
JFGLC
12
Johnson Financial Group LLC (Colorado)
Colorado
$382M 1,449,565 +28,328 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$346M 1,312,975 -13,142 -1%
Wells Fargo
14
Wells Fargo
California
$326M 1,237,256 -24,756 -2%
BL
15
Balentine LLC
Georgia
$324M 1,229,413 +193,596 +19%
AWM
16
Axxcess Wealth Management
California
$288M 1,094,649 -12,343 -1%
CAAS
17
Capital Asset Advisory Services
Michigan
$288M 1,093,878 +2,401 +0.2%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$280M 1,064,514 +5,616 +0.5%
MGIA
19
Moneta Group Investment Advisors
Missouri
$274M 1,039,824 +19,052 +2%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$222M 843,218 -5,416 -0.6%
Wealthfront Advisers
21
Wealthfront Advisers
California
$218M 829,768 -39,814 -5%
Ameriprise
22
Ameriprise
Minnesota
$211M 802,041 +8,422 +1%
LPL Financial
23
LPL Financial
California
$204M 773,827 -1,947 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$201M 765,116 +61,476 +9%
W
25
Wealthquest
Ohio
$186M 713,607 +646,240 +959%
1
2 3 4 5