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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
15.83%
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
1
Charles Schwab
California
$762M
2
W
2
Wealthquest
Ohio
$186M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.56B
4
BL
4
Balentine LLC
Georgia
$324M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$691M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$2.6M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$107M
4
Creative Planning
4
Creative Planning
Kansas
$3.38B
5
MAM
5
Madison Asset Management
Wisconsin
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1076
SOA Wealth Advisors
New York
$8.21K – – –
WWM
1077
Wolff Wiese Magana
California
$7.9K – – –
MCA
1078
Maryland Capital Advisors
Maryland
$7.9K – – –
EWM
1079
EPG Wealth Management
Georgia
$7.37K +$7.37K +28 New
TCM
1080
TruNorth Capital Management
Michigan
$6.32K – – –
TAM
1081
Townsend Asset Management
North Carolina
$6.32K – – –
MFA
1082
McClarren Financial Advisors
Pennsylvania
$5.54K +$3.91K +6,584 +240%
OA
1083
Operose Advisors
Wisconsin
$4.48K – – –
TH
1084
TCTC Holdings
Texas
$4.21K – – –
CCMI
1085
Creative Capital Management Investments
California
$4.21K – – –
MIM
1086
Macroview Investment Management
Maryland
$3.95K – – –
AGWCA
1087
Annis Gardner Whiting Capital Advisors
Florida
$3.95K – – –
BMC
1088
Bear Mountain Capital
Washington
$2.66K -$2.93K -11 -52%
WBC
1089
West Branch Capital
Massachusetts
$2.37K +$2.37K +9 New
NL
1090
NVWM LLC
Pennsylvania
$2.11K – – –
Lazard Asset Management
1091
Lazard Asset Management
New York
$2K +$2K +10 New
PFA
1092
Pathway Financial Advisers
Indiana
$1.62K -$269 -1 -14%
SFA
1093
Semmax Financial Advisors
North Carolina
$1.39K – – –
HMS
1094
Hanseatic Management Services
New Mexico
$1.32K -$3.69K -14 -74%
CIA
1095
Cape Investment Advisory
Georgia
$527 – – –
CMP
1096
Coston McIsaac & Partners
Maine
$6 – – –
SW
1097
Simplicity Wealth
New Jersey
– -$150M -602,079 Closed
OHWA
1098
Oak Hill Wealth Advisors
Virginia
– -$59.1M -236,699 Closed
TWD
1099
True Wealth Design
Ohio
– -$2.95M -11,816 Closed
SW
1100
SVB Wealth
Massachusetts
– -$1.6M -6,412 Closed
42 43
44
45 46