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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
664+ 3.05% |
$143K - $160K
|
22.5K
$6.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
657+ 285.65% |
$141K - $158K
|
887
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
650+ 4.1% |
$140K - $156K
|
16.5K
$5.08M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
635+ 0.32% |
$136K - $153K
|
197K
$60.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
634+ 23.91% |
$136K - $152K
|
3.29K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
633+ 8.6% |
$136K - $152K
|
8K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
610New |
$131K - $147K
|
610
$188K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
604+ 42.45% |
$130K - $145K
|
2.03K
$625K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
570+ 22.85% |
$122K - $137K
|
3.07K
$945K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
569+ 22.6% |
$122K - $137K
|
3.09K
$951K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
560+ 28.14% |
$120K - $135K
|
2.55K
$786K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
552+ 1.48% |
$118K - $133K
|
37.8K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
513+ 2.21% |
$110K - $123K
|
23.7K
$7.31M
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
513+ 2.21% |
$110K - $123K
|
23.7K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
510New |
$109K - $123K
|
510
$157K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
505+ 44.07% |
$108K - $121K
|
1.65K
$509K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
504+ 6.64% |
$108K - $121K
|
8.09K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
482+ 61.87% |
$103K - $116K
|
1.26K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
472+ 1.2% |
$101K - $114K
|
39.7K
$12.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
467+ 15.05% |
$100K - $112K
|
3.57K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
466+ 8.1% |
$100K - $112K
|
6.22K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
466+ 32.32% |
$100K - $112K
|
1.91K
$588K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
438+ 1.17% |
$94K - $105K
|
37.9K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
429+ 4.08% |
$92.1K - $103K
|
10.9K
$3.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
414+ 2.82% |
$88.9K - $99.6K
|
15.1K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
395+ 23.7% |
$84.8K - $95K
|
2.06K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
390+ 1.17% |
$83.7K - $93.8K
|
33.7K
$10.4M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
386+ 1.26% |
$82.8K - $92.8K
|
31.1K
$9.59M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
380New |
$81.6K - $91.4K
|
380
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
370New |
$79.4K - $89K
|
370
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
350+ 3.82% |
$75.1K - $84.2K
|
9.52K
$2.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
345+ 1.21% |
$74K - $83K
|
28.8K
$8.88M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
317+ 3.09% |
$68K - $76.2K
|
10.6K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
301+ 24.59% |
$64.6K - $72.4K
|
1.53K
$470K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
293+ 1.2% |
$62.9K - $70.5K
|
24.7K
$7.61M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
286+ 0.97% |
$61.4K - $68.8K
|
29.8K
$9.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
284+ 13.6% |
$61K - $68.3K
|
2.37K
$731K
|
|
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
279+ 25.55% |
$59.9K - $67.1K
|
1.37K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
278+ 5.83% |
$59.7K - $66.9K
|
5.05K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
266+ 5.11% |
$57.1K - $64K
|
5.47K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
263New |
$56.4K - $63.2K
|
263
$81K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
254+ 9.26% |
$54.5K - $61.1K
|
3K
$923K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
233+ 10.01% |
$50K - $56K
|
2.56K
$789K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
226+ 5.84% |
$48.5K - $54.4K
|
4.09K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
224+ 3.48% |
$48.1K - $53.9K
|
6.65K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
221+ 13.2% |
$47.4K - $53.1K
|
1.9K
$584K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
219+ 22.21% |
$47K - $52.7K
|
1.21K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
218+ 1.08% |
$46.8K - $52.4K
|
20.3K
$6.26M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
210+ 0.81% |
$45.1K - $50.5K
|
26.1K
$8.04M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
208+ 212.24% |
$44.6K - $50K
|
306
$94.3K
|