Purchases and Sales Made in Q1 2025 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 2025. 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 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
714KNew |
$181M - $202M
|
714K
$204M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
421K+ 93.7% |
$107M - $119M
|
869K
$248M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
163K+ 1.02% |
$41.4M - $46.2M
|
16.1M
$4.61B
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
118K+ 173.77% |
$29.9M - $33.4M
|
186K
$53.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
118K+ 25603.05% |
$29.8M - $33.2M
|
118K
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
114KNew |
$28.9M - $32.3M
|
114K
$32.6M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
110K+ 8537.35% |
$28M - $31.2M
|
112K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
91.7KNew |
$23.2M - $25.9M
|
91.7K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.1K+ 4.91% |
$17.5M - $19.5M
|
1.48M
$421M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
63.8K+ 25.73% |
$16.2M - $18M
|
312K
$89M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
60.9KNew |
$15.4M - $17.2M
|
60.9K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
59.8K+ 5.76% |
$15.2M - $16.9M
|
1.1M
$314M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.9K+ 2.03% |
$13.4M - $14.9M
|
2.66M
$761M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.3K+ 0.32% |
$12.7M - $14.2M
|
16M
$4.56B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.2K+ 3.85% |
$12.7M - $14.2M
|
1.35M
$386M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
47.7K+ 7.07% |
$12.1M - $13.5M
|
722K
$206M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
45.1K+ 137.12% |
$11.4M - $12.8M
|
78K
$22.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
45K+ 4.37% |
$11.4M - $12.7M
|
1.08M
$307M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
45KNew |
$11.4M - $12.7M
|
45K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
40.9K+ 24.42% |
$10.4M - $11.6M
|
208K
$59.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
40.6KNew |
$10.3M - $11.5M
|
40.6K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.7K+ 112.93% |
$9.03M - $10.1M
|
67.2K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
34.1K+ 0.99% |
$8.63M - $9.63M
|
3.48M
$994M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.8K+ 14.05% |
$8.55M - $9.54M
|
274K
$78.3M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
33.1K+ 533.9% |
$8.39M - $9.36M
|
39.3K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
32.7K+ 4.16% |
$8.29M - $9.25M
|
819K
$234M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.5K+ 138.19% |
$7.97M - $8.9M
|
54.3K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
25.5K+ 142.35% |
$6.46M - $7.21M
|
43.4K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24.8K+ 106.59% |
$6.29M - $7.02M
|
48.1K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
24.7K+ 704.4% |
$6.25M - $6.97M
|
28.2K
$8.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
24.7KNew |
$6.24M - $6.97M
|
24.7K
$7.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
23.7K+ 5.49% |
$6M - $6.69M
|
455K
$130M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
23.7K+ 5.49% |
$6M - $6.69M
|
455K
$130M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.2K+ 39.65% |
$5.88M - $6.56M
|
81.7K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.6K+ 10.1% |
$5.72M - $6.39M
|
246K
$70.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 2.65% |
$5.23M - $5.83M
|
800K
$228M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
20K+ 243.58% |
$5.06M - $5.65M
|
28.2K
$8.05M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.9K+ 15.43% |
$5.04M - $5.62M
|
149K
$42.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 98.23% |
$4.75M - $5.3M
|
37.9K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.2K+ 18.4% |
$4.62M - $5.15M
|
117K
$33.5M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
18K+ 30.93% |
$4.56M - $5.09M
|
76.3K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.6KNew |
$4.46M - $4.98M
|
17.6K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
17.2K+ 29.49% |
$4.35M - $4.86M
|
75.4K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 2.1% |
$4.08M - $4.55M
|
782K
$223M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.8K+ 38.85% |
$4M - $4.47M
|
56.5K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
15.6K+ 13.5% |
$3.95M - $4.41M
|
131K
$37.4M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.8K+ 7.15% |
$3.76M - $4.2M
|
223K
$63.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.8KNew |
$3.75M - $4.18M
|
14.8K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14.1K+ 5.66% |
$3.58M - $3.99M
|
264K
$75.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.4K+ 19.11% |
$3.39M - $3.79M
|
83.5K
$23.9M
|