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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$21.7M 82,261 -1,146 -1%
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.4M 81,429 -5,590 -6%
TCBWMS
103
Texas Capital Bank Wealth Management Services
Texas
$21.4M 81,181 +291 +0.4%
BWA
104
BlueSky Wealth Advisors
North Carolina
$21.3M 81,044 -1,209 -1%
BPA
105
Beacon Pointe Advisors
California
$21.2M 80,457 -101 -0.1%
BA
106
Bristlecone Advisors
Washington
$21.1M 80,186 -50 -0.1%
SFI
107
SPC Financial Inc
Maryland
$20.1M 76,485 -626 -0.8%
VFP
108
Verus Financial Partners
Virginia
$19.7M 75,674 -2,969 -4%
SWM
109
Sculati Wealth Management
Michigan
$19.6M 74,401 +12,987 +21%
Truist Financial
110
Truist Financial
North Carolina
$19.4M 73,522 +1,640 +2%
RBC
111
Roble Belko & Company
Pennsylvania
$19.3M 73,423 -265 -0.4%
AIA
112
Arcadia Investment Advisors
Idaho
$18.7M 71,066 -1,525 -2%
WA
113
Wealth Architects
California
$18.5M 70,141 -2,219 -3%
CI
114
CX Institutional
Indiana
$18.2M 69,108 +4,589 +7%
WTC
115
WhitTier Trust Company
Nevada
$17.2M 65,502 -574 -0.9%
NGA
116
Naples Global Advisors
Florida
$16.9M 63,962 -1,920 -3%
FHB
117
First Hawaiian Bank
Hawaii
$16.7M 63,421 -2,319 -4%
FF
118
Farrell Financial
New York
$16.6M 60,533 +172 +0.3%
FMP
119
Financial Management Professionals
Texas
$16.3M 61,749 +622 +1%
PA
120
Pinnacle Associates
New York
$16.1M 73,651 -8 -0%
UCFA
121
United Capital Financial Advisors
Texas
$15.9M 60,303 -772 -1%
MLA
122
MB, Levis & Associates
Pennsylvania
$15.9M 60,284 +324 +0.5%
CI
123
CacheTech Inc
Utah
$15.7M 59,803 -885 -1%
AWM
124
Adams Wealth Management
Utah
$15.7M 59,803 -885 -1%
AA
125
Atmos Advisory
Pennsylvania
$15.6M 59,421 +2,250 +4%
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5
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