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 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 14.86% |
$488K - $547K
|
17.6K
$4.82M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.23KNew |
$478K - $536K
|
2.23K
$611K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.22K+ 9.69% |
$476K - $534K
|
25.1K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 0.79% |
$474K - $531K
|
281K
$77.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.18KNew |
$467K - $524K
|
2.18K
$597K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.14K+ 1.41% |
$460K - $515K
|
154K
$42.1M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.09K+ 184.57% |
$449K - $503K
|
3.23K
$885K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.05K+ 4.26% |
$441K - $494K
|
50.2K
$13.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
2.01K+ 8.54% |
$432K - $484K
|
25.6K
$7.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.92K+ 1.74% |
$411K - $461K
|
112K
$30.8M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.9K+ 5.22% |
$409K - $458K
|
38.4K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.89KNew |
$405K - $453K
|
1.89K
$517K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.88K+ 1.52% |
$403K - $452K
|
126K
$34.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.87K+ 71.81% |
$401K - $449K
|
4.47K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.85KNew |
$397K - $445K
|
1.85K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.82K+ 1.31% |
$390K - $437K
|
141K
$38.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.81K+ 20.16% |
$389K - $436K
|
10.8K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.77KNew |
$380K - $426K
|
1.77K
$485K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.76K+ 3.72% |
$378K - $423K
|
49K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.67K+ 5.08% |
$359K - $403K
|
34.7K
$9.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62K+ 27.08% |
$347K - $389K
|
7.59K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.6K+ 1.98% |
$344K - $385K
|
82.6K
$22.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.57K+ 81.36% |
$337K - $378K
|
3.5K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.56KNew |
$335K - $375K
|
1.56K
$428K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.54K+ 9.32% |
$331K - $370K
|
18.1K
$4.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 6.39% |
$329K - $368K
|
25.5K
$6.99M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.53K+ 50.3% |
$328K - $367K
|
4.56K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 1.9% |
$328K - $367K
|
81.9K
$22.4M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.49K+ 2.82% |
$320K - $359K
|
54.4K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$318K - $356K
|
1.48K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.48KNew |
$318K - $356K
|
1.48K
$406K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.48KNew |
$317K - $355K
|
1.48K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.39K+ 11.28% |
$299K - $335K
|
13.7K
$3.77M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.36KNew |
$293K - $328K
|
1.36K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$292K - $327K
|
1.36K
$373K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.32KNew |
$283K - $317K
|
1.32K
$361K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.23K+ 18.24% |
$265K - $297K
|
8K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.22K+ 30.14% |
$262K - $294K
|
5.28K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.22K+ 2.54% |
$261K - $292K
|
49.1K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.21KNew |
$261K - $292K
|
1.21K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.2KNew |
$258K - $290K
|
1.2K
$330K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2K+ 38.74% |
$257K - $288K
|
4.29K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.19K+ 14.69% |
$255K - $285K
|
9.26K
$2.54M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.15KNew |
$247K - $277K
|
1.15K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.12K+ 56.38% |
$241K - $270K
|
3.12K
$854K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.12K+ 4.39% |
$240K - $269K
|
26.6K
$7.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.11KNew |
$238K - $266K
|
1.11K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.1KNew |
$236K - $264K
|
1.1K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.09K+ 0.37% |
$233K - $261K
|
294K
$80.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.08K+ 2.33% |
$231K - $259K
|
47.2K
$13M
|