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Vanguard Large-Cap ETF
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Overview Fund Activity

1,041 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, 330 reducing their positions, and 60 closing their positions.

Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M

Top Buyers

1
BL
1
Balentine LLC
Georgia
$250M
2
Charles Schwab
2
Charles Schwab
California
$352M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$256M
4
SW
4
Simplicity Wealth
New Jersey
$140M
5
GM
5
GeoWealth Management
Illinois
$95.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$638M
2
SC
2
Samlyn Capital
New York
$127M
3
CCM
3
Carlson Capital Management
Minnesota
$7.49M
4
Creative Planning
4
Creative Planning
Kansas
$3.08B
5
JJBC
5
James J. Burns & Company
New York
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EP Wealth Advisors
California
$2.99M +$3.36K +14 +0.1%
WA
302
Win Advisors
Florida
$2.98M +$2.98M +12,434 New
PP
303
PDS Planning
Ohio
$2.98M -$20.1K -84 -0.7%
PFG
304
Pinnacle Financial Group
Illinois
$2.97M -$53.9K -225 -2%
TWD
305
True Wealth Design
Ohio
$2.92M -$33.6K -140 -1%
PIAS
306
PCA Investment Advisory Services
Ohio
$2.89M +$26.1K +109 +0.9%
QC
307
Quadrature Capital
United Kingdom
$2.88M +$2.88M +12,014 New
SSWM
308
Sheets Smith Wealth Management
North Carolina
$2.86M +$587K +2,450 +26%
ATI
309
ARK & TLK Investments
Oklahoma
$2.85M -$47K -196 -2%
CHC
310
City Holding Co
West Virginia
$2.84M +$574K +2,396 +25%
AWMS
311
Advocacy Wealth Management Services
Georgia
$2.8M +$2.8M +11,695 New
PPP
312
Private Portfolio Partners
New Jersey
$2.79M -$66.4K -277 -2%
PFS
313
Prospera Financial Services
Texas
$2.79M -$13.2K -55 -0.5%
CASC
314
Coppell Advisory Solutions Corp
Texas
$2.77M +$2.77M +11,564 New
CFIA
315
Cantor Fitzgerald Investment Advisors
New York
$2.76M +$42.2K +176 +2%
NAMP
316
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.74M +$46.8K +195 +2%
Bessemer Group
317
Bessemer Group
New Jersey
$2.72M – – –
BMM
318
Berkshire Money Management
Massachusetts
$2.66M -$792K -3,304 -23%
Lido Advisors
319
Lido Advisors
California
$2.64M +$2.64M +11,005 New
PI
320
PFG Investments
New York
$2.63M +$2.27M +9,461 +629%
LSAG
321
Lake Street Advisors Group
New Hampshire
$2.62M +$103K +429 +4%
RJT
322
Raymond James Trust
Florida
$2.6M +$15.6K +65 +0.6%
FAG
323
Fortitude Advisory Group
Washington
$2.59M +$244K +1,019 +10%
BFO
324
Boston Family Office
Massachusetts
$2.59M -$3.36K -14 -0.1%
BFA
325
Beaumont Financial Advisors
Massachusetts
$2.54M +$76K +317 +3%
11 12
13
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