Purchases and Sales Made in Q1 2024 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD LARGE-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-87- 4.7% |
$18.7K - $20.9K
|
1.76K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-89- 30.07% |
$19.1K - $21.4K
|
207
$57.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-89- 5.44% |
$19.1K - $21.4K
|
1.55K
$428K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-90- 3.96% |
$19.3K - $21.6K
|
2.18K
$604K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-90- 62.94% |
$19.3K - $21.6K
|
53
$14.7K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-91- 0.19% |
$19.5K - $21.9K
|
48K
$13.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-95- 2.16% |
$20.4K - $22.8K
|
4.31K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-98- 1.98% |
$21K - $23.6K
|
4.84K
$1.34M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 1.71% |
$21.5K - $24K
|
5.76K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-100- 0.22% |
$21.5K - $24K
|
44.4K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 1.22% |
$21.5K - $24K
|
8.07K
$2.23M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-107Closed |
$23K - $25.7K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-109- 7.02% |
$23.4K - $26.2K
|
1.44K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-109- 8.8% |
$23.4K - $26.2K
|
1.13K
$313K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-110- 1.24% |
$23.6K - $26.5K
|
8.74K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-110- 3.86% |
$23.6K - $26.5K
|
2.74K
$758K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-112- 4.52% |
$24K - $26.9K
|
2.37K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-115- 0.78% |
$24.7K - $27.7K
|
14.7K
$4.07M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-123- 3.79% |
$26.4K - $29.6K
|
3.12K
$863K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-125- 2.61% |
$26.8K - $30.1K
|
4.66K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-134- 1.89% |
$28.8K - $32.2K
|
6.94K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-135- 0.31% |
$29K - $32.5K
|
43.6K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-137- 11.33% |
$29.4K - $32.9K
|
1.07K
$297K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-140- 1.14% |
$30K - $33.7K
|
12.2K
$3.37M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-141- 4.09% |
$30.3K - $33.9K
|
3.31K
$914K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-141- 4.59% |
$30.3K - $33.9K
|
2.93K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-148- 0.48% |
$31.8K - $35.6K
|
30.6K
$8.47M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-150- 0.33% |
$32.2K - $36.1K
|
45.8K
$12.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-152- 4.37% |
$32.6K - $36.6K
|
3.33K
$920K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-157- 10.73% |
$33.7K - $37.8K
|
1.31K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-158- 0.53% |
$33.9K - $38K
|
29.7K
$8.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-165- 24.74% |
$35.4K - $39.7K
|
502
$139K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-165- 10.31% |
$35.4K - $39.7K
|
1.44K
$397K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-167- 2.27% |
$35.8K - $40.2K
|
7.2K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-171- 2.06% |
$36.7K - $41.1K
|
8.15K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-176- 0.58% |
$37.8K - $42.3K
|
30.4K
$8.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-184- 17.23% |
$39.5K - $44.3K
|
884
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-185- 12.93% |
$39.7K - $44.5K
|
1.25K
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-192- 1.03% |
$41.2K - $46.2K
|
18.5K
$5.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-195- 9.72% |
$41.9K - $46.9K
|
1.81K
$501K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-196- 1.62% |
$42.1K - $47.1K
|
11.9K
$3.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-197- 0.68% |
$42.3K - $47.4K
|
28.7K
$7.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-200- 3.71% |
$42.9K - $48.1K
|
5.2K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-200- 3.23% |
$42.9K - $48.1K
|
6K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-200- 3.38% |
$42.9K - $48.1K
|
5.72K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-201- 40.77% |
$43.1K - $48.3K
|
292
$80.8K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-208- 0.92% |
$44.6K - $50K
|
22.3K
$6.17M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 23.22% |
$45.5K - $51K
|
701
$194K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-213- 7.3% |
$45.7K - $51.2K
|
2.71K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-214- 2.25% |
$45.9K - $51.5K
|
9.29K
$2.57M
|