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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 %
SCA
451
Snowden Capital Advisors
New York
$1.4M +$2.38K +9 +0.2%
WFA
452
Wellspring Financial Advisors
Ohio
$1.39M +$20.5K +78 +1%
HI
453
Harbour Investments
Wisconsin
$1.39M +$203K +772 +17%
LWL
454
Leo Wealth LLC
Texas
$1.38M -$87.4K -332 -6%
FMWA
455
Forvis Mazars Wealth Advisors
Missouri
$1.38M – – –
LA
456
Lifeworks Advisors
Michigan
$1.38M +$315K +1,195 +30%
TCOV
457
Trust Company of Vermont
Vermont
$1.37M – – –
LAS
458
Lloyd Advisory Services
Georgia
$1.34M +$1.34M +5,094 New
SAMT
459
Select Asset Management & Trust
Pennsylvania
$1.34M – – –
AAS
460
Annex Advisory Services
Wisconsin
$1.34M +$898K +3,411 +204%
MFWP
461
Mosaic Family Wealth Partners
Missouri
$1.34M – – –
SBIA
462
Sheaff Brock Investment Advisors
Indiana
$1.34M -$26.3K -100 -2%
HB
463
HTLF Bank
Colorado
$1.33M – – –
EFN
464
Equita Financial Network
Pennsylvania
$1.33M +$88K +334 +7%
AF
465
Advisornet Financial
Minnesota
$1.33M +$52.4K +199 +4%
ES
466
Eagle Strategies
New York
$1.32M +$47.7K +181 +4%
AT
467
Avalon Trust
New Mexico
$1.32M -$257K -978 -16%
SQA
468
Simon Quick Advisors
New Jersey
$1.31M – – –
VHAM
469
Van Hulzen Asset Management
California
$1.31M +$286K +1,085 +28%
TPCW
470
TD Private Client Wealth
New York
$1.31M +$415K +1,578 +47%
BP
471
BWM Planning
Texas
$1.31M +$1.31M +4,960 New
WS
472
Wedbush Securities
California
$1.3M -$1.32K -5 -0.1%
MOS
473
MGO One Seven
Ohio
$1.3M +$14.2K +54 +1%
HSG
474
Helen Stephens Group
Texas
$1.29M +$4.48K +17 +0.3%
BGA
475
Battery Global Advisors
Massachusetts
$1.29M – – –
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