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 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$429 - $481
|
764
$195K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$429 - $481
|
2.16K
$552K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$429 - $481
|
5.29K
$1.35M
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.18% |
$429 - $481
|
1.09K
$279K
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.14% |
$429 - $481
|
1.39K
$354K
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.22% |
$429 - $481
|
910
$232K
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.02% |
$429 - $481
|
10.3K
$2.63M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$215 - $240
|
4.99K
$1.28M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.02% |
$215 - $240
|
5.85K
$1.5M
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$215 - $240
|
4.75K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.29% |
$215 - $240
|
348
$88.9K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$215 - $240
|
2.01K
$513K
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$215 - $240
|
5.38K
$1.37M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$215 - $240
|
4.04K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$215 - $240
|
3.55K
$906K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.5% |
$215 - $240
|
201
$51.3K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.23% |
$215 - $240
|
440
$112K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.17% |
$215 - $240
|
593
$151K
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.1% |
$215 - $240
|
977
$250K
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.03% |
$215 - $240
|
3.53K
$901K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.0% |
$215 - $240
|
69.3K
$17.7M
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1- 0.03% |
$215 - $240
|
3.65K
$931K
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1- 0.09% |
$215 - $240
|
1.08K
$275K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$429 - $481
|
2.18K
$556K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3- 0.16% |
$644 - $721
|
1.88K
$480K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3- 0.13% |
$644 - $721
|
2.29K
$585K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4- 1.37% |
$858 - $962
|
287
$73.3K
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.11% |
$1.07K - $1.2K
|
4.41K
$1.13M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5- 0.31% |
$1.07K - $1.2K
|
1.61K
$412K
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5- 0.1% |
$1.07K - $1.2K
|
5.09K
$1.3M
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5- 0.05% |
$1.07K - $1.2K
|
9.42K
$2.41M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.08% |
$1.07K - $1.2K
|
6.19K
$1.58M
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 0.47% |
$1.29K - $1.44K
|
1.26K
$322K
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.5K - $1.68K
|
4.31K
$1.1M
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8- 0.62% |
$1.72K - $1.92K
|
1.28K
$326K
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.86% |
$1.72K - $1.92K
|
922
$236K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8- 2.42% |
$1.72K - $1.92K
|
323
$82.5K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 4.69% |
$1.93K - $2.16K
|
183
$46.8K
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-10- 0.62% |
$2.15K - $2.4K
|
1.6K
$408K
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-10- 0.33% |
$2.15K - $2.4K
|
3.06K
$782K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-11- 1.31% |
$2.36K - $2.65K
|
827
$211K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12- 0.43% |
$2.58K - $2.89K
|
2.76K
$705K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13- 13.98% |
$2.79K - $3.13K
|
80
$20.4K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-14- 0.13% |
$3K - $3.37K
|
10.8K
$2.76M
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-14- 1.15% |
$3K - $3.37K
|
1.2K
$307K
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-16- 13.79% |
$3.43K - $3.85K
|
100
$25.5K
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.63% |
$3.43K - $3.85K
|
2.53K
$646K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 43.24% |
$3.43K - $3.85K
|
21
$5.36K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17- 0.6% |
$3.65K - $4.09K
|
2.82K
$719K
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-18- 0.45% |
$3.86K - $4.33K
|
4.01K
$1.02M
|