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 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
197+ 0.83% |
$42.3K - $47.4K
|
23.8K
$6.6M
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
195+ 1.74% |
$41.9K - $46.9K
|
11.4K
$3.16M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
189+ 0.62% |
$40.6K - $45.5K
|
30.6K
$8.48M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
185+ 3.51% |
$39.7K - $44.5K
|
5.46K
$1.51M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
174+ 4.37% |
$37.3K - $41.8K
|
4.15K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
170+ 4.19% |
$36.5K - $40.9K
|
4.23K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
169New |
$36.3K - $40.6K
|
169
$46.8K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
167New |
$35.8K - $40.2K
|
167
$46.2K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
162+ 0.34% |
$34.8K - $39K
|
48.3K
$13.4M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
154+ 3.62% |
$33.1K - $37K
|
4.41K
$1.22M
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
150+ 9.6% |
$32.2K - $36.1K
|
1.71K
$474K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
149+ 1.9% |
$32K - $35.8K
|
7.97K
$2.21M
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
147+ 4.83% |
$31.5K - $35.4K
|
3.19K
$883K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
140New |
$30K - $33.7K
|
140
$38.7K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
138+ 0.93% |
$29.6K - $33.2K
|
15.1K
$4.16M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
138+ 0.27% |
$29.6K - $33.2K
|
51.1K
$14.1M
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
135+ 2.09% |
$29K - $32.5K
|
6.58K
$1.82M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
134+ 0.83% |
$28.8K - $32.2K
|
16.2K
$4.48M
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
125+ 1.76% |
$26.8K - $30.1K
|
7.23K
$2M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 26.21% |
$26.8K - $30.1K
|
602
$167K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
124+ 1.83% |
$26.6K - $29.8K
|
6.9K
$1.91M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
123+ 1.2% |
$26.4K - $29.6K
|
10.4K
$2.87M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
123+ 0.56% |
$26.4K - $29.6K
|
22.3K
$6.16M
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
120+ 1.42% |
$25.8K - $28.9K
|
8.56K
$2.37M
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
119+ 4.48% |
$25.5K - $28.6K
|
2.77K
$767K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
118+ 0.63% |
$25.3K - $28.4K
|
18.8K
$5.2M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
116+ 1.68% |
$24.9K - $27.9K
|
7K
$1.94M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
110+ 171.88% |
$23.6K - $26.5K
|
174
$48.1K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
110+ 0.19% |
$23.6K - $26.5K
|
57.4K
$15.9M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
109+ 0.91% |
$23.4K - $26.2K
|
12K
$3.33M
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
106+ 0.23% |
$22.7K - $25.5K
|
46.5K
$12.9M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
102+ 2.98% |
$21.9K - $24.5K
|
3.53K
$976K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
96+ 0.16% |
$20.6K - $23.1K
|
60K
$16.6M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
94+ 0.28% |
$20.2K - $22.6K
|
33.6K
$9.29M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
91+ 1.55% |
$19.5K - $21.9K
|
5.97K
$1.65M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90+ 7.44% |
$19.3K - $21.6K
|
1.3K
$360K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88+ 0.08% |
$18.9K - $21.2K
|
104K
$28.7M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85+ 0.93% |
$18.2K - $20.4K
|
9.26K
$2.56M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84+ 9.16% |
$18K - $20.2K
|
1K
$277K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
84+ 1.25% |
$18K - $20.2K
|
6.8K
$1.88M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
83+ 0.11% |
$17.8K - $20K
|
73.7K
$20.4M
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
83+ 0.2% |
$17.8K - $20K
|
41.8K
$11.6M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
78+ 2.86% |
$16.7K - $18.8K
|
2.81K
$777K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
78New |
$16.7K - $18.8K
|
78
$21.6K
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
77+ 3.32% |
$16.5K - $18.5K
|
2.4K
$663K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76+ 1.93% |
$16.3K - $18.3K
|
4.02K
$1.11M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
76New |
$16.3K - $18.3K
|
76
$21K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 7.04% |
$15.9K - $17.8K
|
1.13K
$311K
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
74+ 21.89% |
$15.9K - $17.8K
|
412
$114K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
70+ 2.51% |
$15K - $16.8K
|
2.86K
$792K
|