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Vanguard Large-Cap ETF
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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+58
Holders Change %
+5.6%
% of All Funds
15.82%
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
Charles Schwab
California
+$303M
2
W
Wealthquest
Ohio
+$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$63.9M
4
BL
Balentine LLC
Georgia
+$51M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.9M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$642M
2
SW
Simplicity Wealth
New Jersey
-$150M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$92.6M
4
Creative Planning
Creative Planning
Kansas
-$31.4M
5
MAM
Madison Asset Management
Wisconsin
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
326
Fortem Financial Group
California
$3M – – –
NAMP
327
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3M -$26.3K -100 -0.9%
KBFS
328
Kohmann Bosshard Financial Services
Ohio
$2.99M +$45.8K +174 +2%
PIAS
329
PCA Investment Advisory Services
Ohio
$2.99M -$213K -810 -7%
RJT
330
Raymond James Trust
Florida
$2.89M +$55.6K +211 +2%
GJIA
331
Glass Jacobson Investment Advisors
Maryland
$2.89M +$80.3K +305 +3%
SC
332
Savant Capital
Illinois
$2.88M +$106K +403 +4%
AL
333
Aspiriant LLC
California
$2.85M +$63.5K +241 +2%
CPA
334
Cardiff Park Advisors
California
$2.84M +$8.69K +33 +0.3%
AAS
335
Avantax Advisory Services
Texas
$2.83M -$189K -717 -6%
BFO
336
Boston Family Office
Massachusetts
$2.82M +$5K +19 +0.2%
BFA
337
Beaumont Financial Advisors
Massachusetts
$2.8M -$18.4K -70 -0.7%
CFIA
338
Cantor Fitzgerald Investment Advisors
New York
$2.8M +$26.9K +102 +1%
AWMS
339
Advocacy Wealth Management Services
Georgia
$2.77M -$17.1K -65 -0.6%
GRP
340
Global Retirement Partners
California
$2.77M -$320K -1,217 -10%
OWP
341
Obermeyer Wealth Partners
Colorado
$2.77M – – –
CCWA
342
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.74M – – –
BF
343
Blankinship & Foster
California
$2.71M +$527 +2 +0%
JWCA
344
J.W. Cole Advisors
Florida
$2.71M +$10.8K +41 +0.4%
FCH
345
Freestone Capital Holdings
Washington
$2.66M +$548K +2,082 +26%
FAG
346
Fortitude Advisory Group
Washington
$2.66M -$168K -638 -6%
BRWA
347
B. Riley Wealth Advisors
Florida
$2.63M +$200K +763 +8%
AIMC
348
Alley Investment Management Company
Illinois
$2.61M – – –
SFC
349
Strategic Financial Concepts
Texas
$2.6M -$642M -2,437,502 -100%
FA
350
Financial Alternatives
California
$2.56M – – –
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