FINANCE

Vanguard Large-Cap ETF: A Look at Recent Investor Moves

USAThu Oct 09 2025

Major Moves by Institutional Investors

  • PFG Investments LLC
  • Increased stake by 18.5% in Q2
  • Now owns 2,195 shares worth $626,000

  • Wealthspire Advisors LLC
  • Boosted holdings by 93.7% in Q1
  • Now owns shares worth $223,466,000

  • Jones Financial Companies LLLP
  • Increased position by 1.3%
  • Holds shares valued at $4,120,951,000

  • SCS Capital Management LLC
  • Started new position in Q1
  • Invested $29,373,000

  • Modern Wealth Management LLC
  • Started new position in Q1
  • Invested $23,557,000

  • Riversedge Advisors LLC
  • Made a massive increase of 8,537.4%
  • Now owns shares worth $28,705,000

ETF Performance

  • Recent Opening Price: $309.24
  • 52-Week Range: $221.40 - $310.84
  • Objective: Tracks the MSCI US Prime Market 750 Index, comprising large U.S. companies.

questions

    If Vanguard Large-Cap ETF were a person, would it be considered a 'large-cap' or just 'big-boned'?
    How might the beta of 1.01 for Vanguard Large-Cap ETF influence its volatility compared to the broader market?
    Are there any hidden motives behind the significant increase in holdings by PFG Investments LLC and other institutional investors?

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