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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
Bank of America
2
Bank of America
North Carolina
$690M
3
Charles Schwab
3
Charles Schwab
California
$124M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.64B
5
JJBC
5
James J. Burns & Company
New York
$121M

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 Holding Trade Value Shares
Change 		Shares
Change %
MFWP
426
Mosaic Family Wealth Partners
Missouri
$1.29M – – –
BFG
427
Berger Financial Group
Minnesota
$1.28M – – –
BLC
428
Brown, Lisle/Cummings
Rhode Island
$1.28M – – –
VCM
429
Versant Capital Management
Arizona
$1.28M +$218 +1 +0%
CAM
430
Clark Asset Management
New Hampshire
$1.28M – – –
TFGT
431
TS Financial Group (TSFG)
Illinois
$1.26M +$1.53K +7 +0.1%
CFFP
432
Center for Financial Planning
Michigan
$1.26M +$654 +3 +0.1%
PCA
433
Prosperity Capital Advisors
Ohio
$1.26M -$174K -797 -12%
TNB
434
Thomasville National Bank
Georgia
$1.25M – – –
AF
435
Alerus Financial
North Dakota
$1.24M – – –
PL
436
Plancorp LLC
Missouri
$1.24M – – –
CG
437
Caprock Group
Idaho
$1.24M -$301K -1,381 -20%
HP
438
Holistic Planning
Texas
$1.23M +$1.23M +5,650 New
MAM
439
Mystic Asset Management
Rhode Island
$1.23M +$125K +572 +11%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$42.5K +195 +4%
CMAI
441
Capital Management Associates Inc
Minnesota
$1.22M +$1.22M +5,581 New
RBFC
442
Roman Butler Fullerton & Co
Missouri
$1.2M +$224 +1 +0%
ACA
443
Anchor Capital Advisors
Massachusetts
$1.19M -$68.7K -315 -5%
RA
444
Rodgers & Associates
Pennsylvania
$1.18M – – –
R
445
Rebalance
California
$1.18M – – –
SFG
446
Seamount Financial Group
Colorado
$1.18M +$1.18M +5,397 New
SWM
447
SeaCrest Wealth Management
New York
$1.17M -$64.5K -300 -5%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.15M -$21.6K -99 -2%
SCA
449
Snowden Capital Advisors
New York
$1.15M +$654 +3 +0.1%
ASN
450
Advisory Services Network
Georgia
$1.15M +$22.7K +104 +2%
16 17
18
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