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 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 11.75% |
$221K - $247K
|
7.72K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.08K- 6.34% |
$233K - $261K
|
16K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.08K- 34.58% |
$233K - $261K
|
2.05K
$632K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.1K- 15.67% |
$236K - $265K
|
5.92K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.11K- 4.82% |
$239K - $268K
|
22K
$6.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.13K- 3.87% |
$241K - $271K
|
28K
$8.62M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.14K- 3.61% |
$245K - $274K
|
30.5K
$9.38M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.2K- 4.76% |
$258K - $290K
|
24.1K
$7.43M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.21K- 50.95% |
$259K - $291K
|
1.16K
$358K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.23K- 1.32% |
$265K - $297K
|
92.5K
$28.5M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.26K- 8.31% |
$270K - $303K
|
13.9K
$4.28M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.31KClosed |
$281K - $315K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.31K- 2.5% |
$281K - $315K
|
51K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.35K- 1.47% |
$289K - $324K
|
90.2K
$27.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.37K- 51.62% |
$294K - $330K
|
1.29K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37K- 53.07% |
$295K - $330K
|
1.21K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.37K- 53.07% |
$295K - $330K
|
1.21K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 5.76% |
$319K - $358K
|
24.3K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.57K- 64.67% |
$336K - $376K
|
855
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.59K- 1.37% |
$341K - $382K
|
115K
$35.3M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.71K- 8.53% |
$367K - $412K
|
18.3K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.81K- 2.35% |
$388K - $435K
|
75.3K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.81K- 3.34% |
$389K - $436K
|
52.4K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.84K- 4.31% |
$395K - $443K
|
40.9K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.9K- 1.24% |
$408K - $458K
|
151K
$46.7M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.93K- 9.09% |
$414K - $464K
|
19.3K
$5.95M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.95K- 2.56% |
$419K - $469K
|
74.4K
$22.9M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2K- 2.46% |
$429K - $480K
|
79.1K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2K- 11.66% |
$429K - $481K
|
15.1K
$4.67M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.13K- 21.05% |
$456K - $511K
|
7.97K
$2.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-2.22K- 1.24% |
$477K - $535K
|
177K
$54.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.23K- 72.58% |
$478K - $535K
|
841
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-2.33K- 3.8% |
$501K - $561K
|
59.2K
$18.2M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.46K- 2.78% |
$527K - $591K
|
86K
$26.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.46K- 0.61% |
$527K - $591K
|
402K
$124M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.48K- 19.31% |
$531K - $595K
|
10.3K
$3.19M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.49K- 25.71% |
$534K - $599K
|
7.19K
$2.22M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.52K- 41.38% |
$540K - $605K
|
3.56K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.55K- 26.9% |
$547K - $613K
|
6.93K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.62K- 28.5% |
$562K - $630K
|
6.57K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.7K- 1.59% |
$579K - $649K
|
167K
$51.3M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.72K- 10.33% |
$583K - $653K
|
23.6K
$7.26M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.76K- 4.59% |
$593K - $664K
|
57.4K
$17.7M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.82K- 4.66% |
$605K - $678K
|
57.8K
$17.8M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.82K- 7.4% |
$605K - $678K
|
35.3K
$10.9M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.9K- 4.12% |
$622K - $697K
|
67.5K
$20.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.95K- 73.36% |
$632K - $708K
|
1.07K
$330K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-3.19K- 5.38% |
$684K - $767K
|
56.1K
$17.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.26K- 69.31% |
$700K - $785K
|
1.45K
$445K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.3K- 22.95% |
$709K - $795K
|
11.1K
$3.42M
|