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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.37% |
$760 - $848
|
810
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$760 - $848
|
5.74K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.14% |
$507 - $565
|
1.39K
$429K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2+ 0.08% |
$507 - $565
|
2.48K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$507 - $565
|
3.55K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.17% |
$507 - $565
|
1.19K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2+ 0.25% |
$507 - $565
|
810
$250K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$507 - $565
|
1.79K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.06% |
$507 - $565
|
3.56K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.07% |
$507 - $565
|
3.07K
$946K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$507 - $565
|
5.48K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2+ 0.06% |
$507 - $565
|
3.48K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2+ 0.17% |
$507 - $565
|
1.18K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$253 - $283
|
6.82K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$253 - $283
|
2.01K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1+ 0.12% |
$253 - $283
|
804
$248K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$253 - $283
|
2.32K
$716K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.08% |
$253 - $283
|
1.23K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.12% |
$253 - $283
|
856
$264K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$253 - $283
|
1.42K
$436K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.07% |
$253 - $283
|
1.39K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.05% |
$253 - $283
|
2.05K
$633K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.11% |
$253 - $283
|
891
$275K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$253 - $283
|
1
$308
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.02% |
$253 - $283
|
5.77K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.47% |
$253 - $283
|
213
$65.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$253 - $283
|
1.11K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.06% |
$253 - $283
|
1.58K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$253 - $283
|
4.6K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1- 0.02% |
$253 - $283
|
5.25K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.11% |
$253 - $283
|
924
$285K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1- 0.1% |
$253 - $283
|
999
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1- 0.03% |
$253 - $283
|
3.77K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.07% |
$507 - $565
|
2.7K
$833K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2- 0.11% |
$507 - $565
|
1.81K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-2- 0.2% |
$507 - $565
|
1.01K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.04% |
$1.01K - $1.13K
|
9.1K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-5- 0.08% |
$1.27K - $1.41K
|
6.05K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5- 0.14% |
$1.27K - $1.41K
|
3.58K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5- 0.03% |
$1.27K - $1.41K
|
15.5K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-6- 1.39% |
$1.52K - $1.7K
|
427
$132K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-10- 12.82% |
$2.53K - $2.83K
|
68
$21K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10- 1.4% |
$2.53K - $2.83K
|
706
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10- 0.33% |
$2.53K - $2.83K
|
2.98K
$919K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-11- 1.04% |
$2.79K - $3.11K
|
1.04K
$322K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12- 1.96% |
$3.04K - $3.39K
|
600
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-12- 27.91% |
$3.04K - $3.39K
|
31
$9.55K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13- 0.03% |
$3.29K - $3.67K
|
47.2K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-14- 0.11% |
$3.55K - $3.96K
|
13.3K
$4.09M
|