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 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
15+ 1.09% |
$3.22K - $3.61K
|
1.39K
$380K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
15New |
$3.22K - $3.61K
|
15
$4.11K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14+ 0.11% |
$3K - $3.37K
|
12.5K
$3.43M
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
14+ 0.08% |
$3K - $3.37K
|
17.4K
$4.78M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.64% |
$2.58K - $2.89K
|
1.88K
$516K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.35% |
$2.58K - $2.89K
|
3.48K
$954K
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12+ 0.35% |
$2.58K - $2.89K
|
3.44K
$943K
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
12+ 0.34% |
$2.58K - $2.89K
|
3.53K
$968K
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.21% |
$2.36K - $2.65K
|
5.21K
$1.43M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 16.67% |
$2.15K - $2.4K
|
70
$19.2K
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10+ 0.33% |
$2.15K - $2.4K
|
3.05K
$838K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
10+ 0.15% |
$2.15K - $2.4K
|
6.63K
$1.82M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
9+ 0.51% |
$1.93K - $2.16K
|
1.76K
$482K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.29% |
$1.93K - $2.16K
|
3.09K
$848K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9+ 0.0% |
$1.93K - $2.16K
|
434K
$119M
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.33% |
$1.72K - $1.92K
|
2.42K
$664K
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
8+ 0.37% |
$1.72K - $1.92K
|
2.18K
$596K
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8+ 0.81% |
$1.72K - $1.92K
|
992
$272K
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.33% |
$1.72K - $1.92K
|
2.42K
$664K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 200.0% |
$1.72K - $1.92K
|
12
$3.29K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7+ 0.09% |
$1.5K - $1.68K
|
7.71K
$2.12M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.42% |
$1.5K - $1.68K
|
1.67K
$457K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.13% |
$1.5K - $1.68K
|
5.43K
$1.49M
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7+ 0.46% |
$1.5K - $1.68K
|
1.53K
$421K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.35% |
$1.29K - $1.44K
|
1.74K
$478K
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
6+ 0.35% |
$1.29K - $1.44K
|
1.71K
$469K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.35% |
$1.29K - $1.44K
|
1.74K
$476K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6New |
$1.29K - $1.44K
|
6
$1.65K
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
6+ 0.38% |
$1.29K - $1.44K
|
1.6K
$438K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
6+ 0.06% |
$1.29K - $1.44K
|
10.6K
$2.9M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
6+ 0.26% |
$1.29K - $1.44K
|
2.35K
$644K
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.3% |
$1.29K - $1.44K
|
2.03K
$556K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.17% |
$1.29K - $1.44K
|
3.54K
$970K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5+ 0.02% |
$1.07K - $1.2K
|
24.7K
$6.78M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.09% |
$1.07K - $1.2K
|
5.78K
$1.58M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.13% |
$1.07K - $1.2K
|
3.94K
$1.08M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.07% |
$1.07K - $1.2K
|
7.29K
$2M
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.02% |
$1.07K - $1.2K
|
25.7K
$7.06M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 26.67% |
$858 - $962
|
19
$5.21K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.22% |
$858 - $962
|
1.83K
$503K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.27% |
$858 - $962
|
1.5K
$412K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 0.03% |
$858 - $962
|
14.5K
$3.98M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.08% |
$644 - $721
|
3.88K
$1.06M
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3+ 0.19% |
$644 - $721
|
1.59K
$437K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$644 - $721
|
5.76K
$1.58M
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
3+ 0.28% |
$644 - $721
|
1.08K
$296K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$644 - $721
|
9.7K
$2.66M
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.22% |
$429 - $481
|
910
$250K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$429 - $481
|
764
$210K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.18% |
$429 - $481
|
1.09K
$299K
|