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 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
69+ 6.29% |
$14.8K - $16.6K
|
1.17K
$320K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
67+ 1.72% |
$14.4K - $16.1K
|
3.96K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
67New |
$14.4K - $16.1K
|
67
$18.4K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
65+ 2.94% |
$14K - $15.6K
|
2.28K
$624K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
65+ 0.6% |
$14K - $15.6K
|
10.8K
$2.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
64+ 4.78% |
$13.7K - $15.4K
|
1.4K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
61+ 6.22% |
$13.1K - $14.7K
|
1.04K
$285K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61New |
$13.1K - $14.7K
|
61
$16.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
60+ 5.96% |
$12.9K - $14.4K
|
1.07K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60+ 1.6% |
$12.9K - $14.4K
|
3.82K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
58+ 13.43% |
$12.4K - $13.9K
|
490
$134K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
55+ 1.78% |
$11.8K - $13.2K
|
3.14K
$861K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
50+ 0.23% |
$10.7K - $12K
|
21.5K
$5.89M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50+ 20.83% |
$10.7K - $12K
|
290
$79.5K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
49+ 1.29% |
$10.5K - $11.8K
|
3.86K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
45+ 0.62% |
$9.66K - $10.8K
|
7.28K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44+ 0.09% |
$9.44K - $10.6K
|
48K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 8.13% |
$9.23K - $10.3K
|
572
$157K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
43+ 3.56% |
$9.23K - $10.3K
|
1.25K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
43+ 1.34% |
$9.23K - $10.3K
|
3.26K
$894K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
40+ 0.22% |
$8.58K - $9.62K
|
18.5K
$5.08M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37+ 6.1% |
$7.94K - $8.9K
|
644
$177K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
36+ 0.27% |
$7.73K - $8.66K
|
13.2K
$3.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.58% |
$7.51K - $8.42K
|
6.09K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33+ 1.74% |
$7.08K - $7.94K
|
1.93K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
32New |
$6.87K - $7.7K
|
32
$8.78K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
30New |
$6.44K - $7.21K
|
30
$8.23K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
29+ 0.33% |
$6.22K - $6.97K
|
8.74K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
28+ 0.29% |
$6.01K - $6.73K
|
9.65K
$2.65M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
27+ 1.21% |
$5.79K - $6.49K
|
2.26K
$619K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
27+ 3.93% |
$5.79K - $6.49K
|
714
$196K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 0.71% |
$5.79K - $6.49K
|
3.81K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
25+ 2.49% |
$5.37K - $6.01K
|
1.03K
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 21.19% |
$5.37K - $6.01K
|
143
$39.2K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
24New |
$5.15K - $5.77K
|
24
$6.58K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.27% |
$4.94K - $5.53K
|
8.42K
$2.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
23+ 0.74% |
$4.94K - $5.53K
|
3.13K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
22+ 1.1% |
$4.72K - $5.29K
|
2.02K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21+ 0.34% |
$4.51K - $5.05K
|
6.21K
$1.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21+ 0.18% |
$4.51K - $5.05K
|
11.6K
$3.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
21+ 0.29% |
$4.51K - $5.05K
|
7.23K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
20+ 0.24% |
$4.29K - $4.81K
|
8.2K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19+ 4.13% |
$4.08K - $4.57K
|
479
$131K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
17+ 0.93% |
$3.65K - $4.09K
|
1.85K
$507K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
17+ 0.18% |
$3.65K - $4.09K
|
9.51K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
17+ 1.65% |
$3.65K - $4.09K
|
1.05K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
17+ 0.55% |
$3.65K - $4.09K
|
3.13K
$859K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
16+ 1.26% |
$3.43K - $3.85K
|
1.29K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
16+ 0.35% |
$3.43K - $3.85K
|
4.56K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16+ 0.34% |
$3.43K - $3.85K
|
4.73K
$1.3M
|