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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 %
OPS
376
Orion Portfolio Solutions
Nebraska
$1.64M 7,542 +2,068 +38%
FIA
377
Foundations Investment Advisors
Arizona
$1.62M 7,211 +4,864 +207%
MWPCG
378
Measured Wealth Private Client Group
New Hampshire
$1.62M 7,425 – –
PIFP
379
Partners in Financial Planning
Virginia
$1.61M 7,374 +19 +0.3%
Empower Advisory Group
380
Empower Advisory Group
Colorado
$1.61M 7,366 +1,055 +17%
SCM
381
Sollinda Capital Management
Florida
$1.61M 7,364 +7,364 New
CA
382
Claro Advisors
Massachusetts
$1.61M 7,363 +40 +0.5%
GCP
383
Gill Capital Partners
Colorado
$1.6M 7,341 +139 +2%
SAM
384
S.A. Mason
Michigan
$1.59M 7,288 -90 -1%
RRA
385
Round Rock Advisors
Connecticut
$1.58M 7,230 -106 -1%
EIG
386
Ellenbecker Investment Group
Wisconsin
$1.57M 7,212 +303 +4%
VCP
387
Vista Capital Partners
Oregon
$1.57M 7,182 -263 -4%
SAM
388
Sequent Asset Management
Texas
$1.55M 7,127 +7,127 New
HWM
389
Howard Wealth Management
Connecticut
$1.55M 7,102 +417 +6%
EFP
390
EnRich Financial Partners
Wisconsin
$1.54M 7,078 +7,078 New
CWS
391
Cypress Wealth Services
California
$1.53M 7,024 -1,099 -14%
LPP
392
Life Planning Partners
Florida
$1.52M 6,966 +6,966 New
AAS
393
Ameritas Advisory Services
Nebraska
$1.52M 6,719 +264 +4%
CBFP
394
Cedar Brook Financial Partners
Ohio
$1.51M 6,887 -144 -2%
RCS
395
Retirement Capital Strategies
California
$1.5M 6,888 +803 +13%
NCMW
396
Northern Capital Management (Washington)
Washington
$1.5M 6,884 -120 -2%
RC
397
Roundview Capital
New Jersey
$1.49M 6,812 +329 +5%
WAM
398
WealthTrust Asset Management
Florida
$1.48M 6,774 +30 +0.4%
FFS
399
Founders Financial Securities
Maryland
$1.48M 6,765 +574 +9%
IWM
400
IHT Wealth Management
Illinois
$1.47M 6,729 +104 +2%
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16
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