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 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.81K- 5.22% |
$1.03M - $1.16M
|
87.3K
$23.9M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.84K- 67.11% |
$1.04M - $1.16M
|
2.37K
$650K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.84K- 5.11% |
$1.04M - $1.16M
|
89.8K
$24.6M
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-5.24K- 6.24% |
$1.12M - $1.26M
|
78.7K
$21.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.36K- 44.56% |
$1.15M - $1.29M
|
6.66K
$1.83M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.5K- 6.9% |
$1.18M - $1.32M
|
74.3K
$20.4M
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-5.92K- 86.0% |
$1.27M - $1.42M
|
964
$264K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.21K- 0.29% |
$1.33M - $1.49M
|
2.13M
$585M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.33K- 1.87% |
$1.36M - $1.52M
|
331K
$90.9M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.44K- 5.83% |
$1.38M - $1.55M
|
104K
$28.5M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.45K- 1.16% |
$1.38M - $1.55M
|
547K
$150M
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-6.51K- 28.13% |
$1.4M - $1.57M
|
16.6K
$4.56M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.95K- 90.14% |
$1.49M - $1.67M
|
760
$208K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.25K- 1.03% |
$1.56M - $1.74M
|
696K
$191M
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-7.26K- 73.34% |
$1.56M - $1.75M
|
2.64K
$723K
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.32K- 4.07% |
$1.57M - $1.76M
|
172K
$47.3M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.49K- 0.67% |
$1.61M - $1.8M
|
1.11M
$304M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-7.64K- 4.49% |
$1.64M - $1.84M
|
162K
$44.5M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.39K- 1.76% |
$1.8M - $2.02M
|
468K
$128M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.42K- 18.21% |
$1.81M - $2.03M
|
37.8K
$10.4M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.89K- 0.8% |
$1.91M - $2.14M
|
1.11M
$303M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8.94K- 3.61% |
$1.92M - $2.15M
|
239K
$65.5M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.04K- 69.36% |
$1.94M - $2.17M
|
4K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.08K- 3.03% |
$1.95M - $2.18M
|
291K
$79.7M
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
SELL
|
- |
-9.39K- 14.5% |
$2.01M - $2.26M
|
55.3K
$15.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.7K- 3.01% |
$2.51M - $2.81M
|
377K
$103M
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-12.7K- 3.97% |
$2.72M - $3.05M
|
307K
$84.2M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-13.4K- 8.01% |
$2.87M - $3.21M
|
154K
$42.1M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.3K- 3.76% |
$3.72M - $4.16M
|
443K
$122M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-17.8K- 6.35% |
$3.81M - $4.27M
|
262K
$71.8M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-19.3K- 3.63% |
$4.14M - $4.64M
|
512K
$141M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21K- 11.46% |
$4.51M - $5.06M
|
162K
$44.5M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22K- 3.07% |
$4.73M - $5.3M
|
696K
$191M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-22.1K- 2.52% |
$4.75M - $5.32M
|
855K
$235M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.7K- 1.1% |
$5.94M - $6.66M
|
2.5M
$686M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.8K- 78.76% |
$5.96M - $6.68M
|
7.49K
$2.05M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-29K- 3.2% |
$6.23M - $6.98M
|
879K
$241M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.1K- 44.14% |
$6.25M - $7M
|
36.8K
$10.1M
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-32.1K- 7.81% |
$6.9M - $7.73M
|
379K
$104M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.8K- 4.28% |
$7.47M - $8.36M
|
778K
$213M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.5K- 1.57% |
$9.12M - $10.2M
|
2.66M
$730M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.8K- 10.5% |
$9.4M - $10.5M
|
373K
$102M
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-55K- 7.32% |
$11.8M - $13.2M
|
696K
$191M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-69.9K- 38.65% |
$15M - $16.8M
|
111K
$30.4M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.4K- 5.44% |
$16.8M - $18.9M
|
1.36M
$373M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-107K- 97.23% |
$22.9M - $25.6M
|
3.03K
$831K
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-152K- 27.44% |
$32.7M - $36.6M
|
403K
$110M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-165K- 1.27% |
$35.3M - $39.6M
|
12.8M
$3.52B
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-321K- 91.14% |
$69M - $77.3M
|
31.2K
$8.57M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-397KClosed |
$85.3M - $95.6M
|
0
$0
|