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Vanguard Large-Cap ETF
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Overview Fund Activity

1,033 hedge funds and large institutions have $18.7B invested in Vanguard Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 316 increasing their positions, 317 reducing their positions, and 31 closing their positions.

Holders
1,033
Holders Change
+99
Holders Change %
+10.6%
% of All Funds
15.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.35%
New
143
Increased
316
Reduced
317
Closed
31
Calls
$8.33M
Puts
$221M
Net Calls
-$213M
Net Calls Change
-$221M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.16B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$197M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$81.8M
4
Bank of America
4
Bank of America
North Carolina
$690M
5
TPI
5
Trust Point Inc
Wisconsin
$54M

Top Sellers

1
SC
1
Samlyn Capital
New York
$222M
2
LWM
2
Liberty Wealth Management
California
$794K
3
Goldman Sachs
3
Goldman Sachs
New York
$71M
4
BPA
4
Beacon Pointe Advisors
California
$17.5M
5
CAM
5
Cresset Asset Management
Illinois
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
OFG
351
Oxford Financial Group
Indiana
$1.97M 9,047 +644 +8%
FPTW
352
Franklin, Parlapiano, Turner & Welch
Texas
$1.97M 9,015 – –
BRWA
353
B. Riley Wealth Advisors
Florida
$1.96M 8,987 -1,812 -17%
GPI
354
General Partner Inc
Pennsylvania
$1.95M 9,000 – –
CPRC
355
Consolidated Portfolio Review Corp
New York
$1.95M 8,916 -642 -7%
EWA
356
Exencial Wealth Advisors
Oklahoma
$1.91M 8,751 +220 +3%
YIA
357
YHB Investment Advisors
Connecticut
$1.91M 8,740 -670 -7%
GBWM
358
Granite Bay Wealth Management
New Hampshire
$1.91M 9,324 – –
D
359
Dentgroup
Louisiana
$1.9M 8,706 -2,199 -20%
PP
360
Patron Partners
Texas
$1.87M 8,560 +1,047 +14%
FFG
361
Fortem Financial Group
California
$1.84M 8,435 – –
EAM
362
Evanson Asset Management
California
$1.83M 8,396 +27 +0.3%
EA
363
Eudaimonia Advisors
Tennessee
$1.82M 8,334 +608 +8%
GPWA
364
Great Point Wealth Advisors
Massachusetts
$1.81M 8,319 – –
LWL
365
Leo Wealth LLC
Texas
$1.81M 7,706 +7,706 New
SSW
366
Stone Summit Wealth
Florida
$1.78M 8,177 -17 -0.2%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$1.78M 8,171 -275 -3%
M&T Bank
368
M&T Bank
New York
$1.78M 8,141 – –
AAS
369
Avantax Advisory Services
Texas
$1.76M 8,076 +233 +3%
FCH
370
Freestone Capital Holdings
Washington
$1.71M 7,823 -227 -3%
CIAS
371
Capital Investment Advisory Services
North Carolina
$1.68M 7,706 -281 -4%
ANTB
372
AMG National Trust Bank
Colorado
$1.68M 7,696 +528 +7%
BTW
373
Boston Trust Walden
Massachusetts
$1.67M 7,675 – –
KWM
374
Kingsview Wealth Management
Oregon
$1.66M 7,589 -1,968 -21%
OPS
375
Orion Portfolio Solutions
Nebraska
$1.64M 7,542 +2,068 +38%
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