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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-200- 3.38% |
$42.9K - $48.1K
|
5.72K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-201- 40.77% |
$43.1K - $48.3K
|
292
$90K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-208- 0.92% |
$44.6K - $50K
|
22.3K
$6.87M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 23.22% |
$45.5K - $51K
|
701
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-213- 7.3% |
$45.7K - $51.2K
|
2.71K
$834K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-214- 2.25% |
$45.9K - $51.5K
|
9.29K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-216- 8.16% |
$46.4K - $51.9K
|
2.43K
$749K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-218- 2.05% |
$46.8K - $52.4K
|
10.4K
$3.2M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-219- 0.2% |
$47K - $52.7K
|
112K
$34.4M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-225- 1.78% |
$48.3K - $54.1K
|
12.4K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-232- 13.26% |
$49.8K - $55.8K
|
1.52K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-240- 0.47% |
$51.5K - $57.7K
|
51.2K
$15.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-240- 0.18% |
$51.5K - $57.7K
|
133K
$41M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-250- 12.31% |
$53.7K - $60.1K
|
1.78K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-261- 0.71% |
$56K - $62.8K
|
36.5K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-265- 0.4% |
$56.9K - $63.7K
|
66.4K
$20.5M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-269- 3.5% |
$57.7K - $64.7K
|
7.43K
$2.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-276- 4.61% |
$59.2K - $66.4K
|
5.72K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-277- 2.32% |
$59.4K - $66.6K
|
11.7K
$3.59M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-278- 5.87% |
$59.7K - $66.9K
|
4.46K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-281- 2.09% |
$60.3K - $67.6K
|
13.2K
$4.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-291- 2.07% |
$62.5K - $70K
|
13.8K
$4.24M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-292- 5.17% |
$62.7K - $70.2K
|
5.36K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-300- 18.26% |
$64.4K - $72.1K
|
1.34K
$414K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-300- 0.79% |
$64.4K - $72.1K
|
37.4K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-300- 37.5% |
$64.4K - $72.1K
|
500
$154K
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-302- 2.18% |
$64.8K - $72.6K
|
13.5K
$4.17M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-304- 8.75% |
$65.2K - $73.1K
|
3.17K
$977K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-310- 20.46% |
$66.5K - $74.6K
|
1.21K
$371K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-312- 3.28% |
$67K - $75K
|
9.21K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-314- 4.51% |
$67.4K - $75.5K
|
6.65K
$2.05M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-316- 5.35% |
$67.8K - $76K
|
5.59K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-319- 4.74% |
$68.5K - $76.7K
|
6.41K
$1.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-319- 3.18% |
$68.5K - $76.7K
|
9.72K
$3M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-322- 4.34% |
$69.1K - $77.4K
|
7.1K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-323- 0.83% |
$69.3K - $77.7K
|
38.7K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-325- 5.08% |
$69.8K - $78.2K
|
6.08K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-333- 1.66% |
$71.5K - $80.1K
|
19.8K
$6.1M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-334- 7.97% |
$71.7K - $80.3K
|
3.86K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-335- 16.72% |
$71.9K - $80.6K
|
1.67K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-339- 2.3% |
$72.8K - $81.5K
|
14.4K
$4.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 9.74% |
$74.3K - $83.2K
|
3.21K
$988K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-350- 1.02% |
$75.1K - $84.2K
|
34K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-352- 8.54% |
$75.5K - $84.7K
|
3.77K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-364- 2.5% |
$78.1K - $87.5K
|
14.2K
$4.37M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-365- 6.67% |
$78.3K - $87.8K
|
5.11K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-371- 7.93% |
$79.6K - $89.2K
|
4.31K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-371- 2.31% |
$79.6K - $89.2K
|
15.7K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-380- 4.26% |
$81.6K - $91.4K
|
8.54K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-381- 2.0% |
$81.8K - $91.6K
|
18.7K
$5.75M
|