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Vanguard Large-Cap ETF
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Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M
3
SS
3
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
4
Charles Schwab
California
$134M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$184M
2
FA
2
Fiducient Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$554M
4
PWM
4
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
5
Creative Planning
Kansas
$2.35B
Name Market Value Shares Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$5.71M 30,546 +831 +3%
HWM
177
HB Wealth Management
Georgia
$5.68M 30,391 -122 -0.4%
AT
178
American Trust
Kentucky
$5.65M 30,260 +1,998 +7%
AWM
179
Avior Wealth Management
Nebraska
$5.61M 30,024 -1,418 -5%
AF
180
Apexium Financial
Texas
$5.52M 29,552 – –
SC
181
Soundwatch Capital
Connecticut
$5.44M 29,106 +21,434 +279%
CPIG
182
Chicago Partners Investment Group
Illinois
$5.44M 28,892 +13 +0%
Cerity Partners
183
Cerity Partners
New York
$5.43M 29,097 -1,855 -6%
AWS
184
Atria Wealth Solutions
New York
$5.41M 28,964 +1,892 +7%
PP
185
Prudential plc
United Kingdom
$5.34M 28,590 -3,720 -12%
CHJWM
186
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.33M 28,285 -1,005 -3%
MCM
187
MAI Capital Management
Ohio
$5.23M 28,020 -939 -3%
TDWM
188
Topel & Distasi Wealth Management
California
$5.2M 27,850 +476 +2%
IB
189
Intrust Bank
Kansas
$5.18M 27,713 -984 -3%
ML
190
Mayport LLC
Massachusetts
$5.15M 27,550 – –
NA
191
NewEdge Advisors
Louisiana
$5.15M 27,561 -29,723 -52%
LFP
192
Leeward Financial Partners
Washington
$5.14M 27,534 +1,641 +6%
KAS
193
Kestra Advisory Services
Texas
$5.13M 27,478 -4,731 -15%
ACM
194
Armbruster Capital Management
New York
$5.06M 27,101 -110 -0.4%
SWM
195
Soundmark Wealth Management
Washington
$5.05M 27,030 +197 +0.7%
GT
196
Glenview Trust
Kentucky
$4.97M 26,622 -694 -3%
BMM
197
Berkshire Money Management
Massachusetts
$4.97M 26,621 -3,316 -11%
NEWAS
198
N.E.W. Advisory Services
Wisconsin
$4.94M 26,445 +1,816 +7%
LPAM
199
Lodestar Private Asset Management
California
$4.91M 26,302 -1,901 -7%
TYCC
200
Texas Yale Capital Corp
Florida
$4.88M 26,138 +5 +0%
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