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Vanguard Large-Cap ETF

1,041 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 330 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.09%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.32%
New
82
Increased
335
Reduced
330
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Shares
Change %
KL
551
KWMG LLC
Kansas
$834K
MCM
552
Morton Capital Management
California
$826K
WFAG
553
Wescott Financial Advisory Group
Pennsylvania
$824K +$2.88K +12 +0.4%
OC
554
Oakworth Capital
Alabama
$824K
LWM
555
LongView Wealth Management
Georgia
$813K -$5.27K -22 -0.6%
CIA
556
Compass Ion Advisors
Pennsylvania
$798K -$102K -427 -11%
MFT
557
Moisand Fitzgerald Tamayo
Florida
$797K -$36.4K -152 -4%
CAM
558
Cozad Asset Management
Illinois
$797K
RIS
559
Retirement Income Solutions
Michigan
$790K
ICP
560
Interchange Capital Partners
Pennsylvania
$789K -$33.7K -141 -4%
TPCW
561
TD Private Client Wealth
New York
$788K +$152K +634 +24%
SDH
562
Sloy Dahl & Holst
Washington
$781K +$10.3K +43 +1%
BWP
563
BSW Wealth Partners
Colorado
$779K
AIM
564
Athena Investment Management
California
$777K
CFS
565
CGC Financial Services
Oregon
$769K -$83K -346 -10%
SL
566
Salomon & Ludwin
Virginia
$767K -$189K -787 -20%
RDWM
567
Red Door Wealth Management
Tennessee
$766K +$35.3K +147 +5%
FOFP
568
Fee-Only Financial Planning
South Carolina
$763K -$10.8K -45 -1%
BO
569
Bank OZK
Arkansas
$761K -$72.9K -304 -9%
AM
570
Atwater Malick
Pennsylvania
$756K
PWA
571
Primoris Wealth Advisors
Florida
$756K
EFS
572
Essex Financial Services
Connecticut
$753K +$13.2K +55 +2%
ZF
573
Zhang Financial
Michigan
$752K
FWCM
574
Ferguson Wellman Capital Management
Oregon
$751K +$5.51K +23 +0.7%
AWM
575
Aspire Wealth Management
Massachusetts
$751K +$4.08K +17 +0.5%