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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.92K- 4.77% |
$993K - $1.11M
|
78.3K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.04K- 69.86% |
$1.02M - $1.14M
|
1.74K
$537K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 4.89% |
$1.03M - $1.15M
|
79.5K
$24.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.32K- 17.57% |
$1.09M - $1.22M
|
20.2K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.73K- 75.33% |
$1.2M - $1.34M
|
1.55K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.11K- 5.99% |
$1.29M - $1.44M
|
80.2K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.24K- 1.91% |
$1.33M - $1.48M
|
269K
$83M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.39K- 6.21% |
$1.36M - $1.52M
|
81.3K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.5K- 0.78% |
$1.39M - $1.55M
|
699K
$215M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5.54K- 27.64% |
$1.4M - $1.57M
|
14.5K
$4.47M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-5.77K- 22.5% |
$1.46M - $1.63M
|
19.9K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.95K- 1.48% |
$1.51M - $1.68M
|
396K
$122M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.12K- 4.89% |
$1.55M - $1.73M
|
119K
$36.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.29K- 2.05% |
$1.59M - $1.78M
|
300K
$92.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.36K- 15.87% |
$1.61M - $1.8M
|
33.7K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 3.97% |
$1.62M - $1.81M
|
154K
$47.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.8K- 1.4% |
$1.72M - $1.92M
|
479K
$148M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.9K- 19.5% |
$1.75M - $1.95M
|
28.5K
$8.77M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.3K- 0.34% |
$1.85M - $2.06M
|
2.11M
$650M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.79K- 5.44% |
$1.97M - $2.2M
|
135K
$41.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.81K- 2.25% |
$1.98M - $2.21M
|
339K
$105M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.79K- 5.41% |
$2.23M - $2.49M
|
154K
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.88K- 7.34% |
$2.5M - $2.79M
|
125K
$38.4M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.94K- 1.84% |
$2.52M - $2.81M
|
530K
$163M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-10.6K- 2.44% |
$2.7M - $3.01M
|
425K
$131M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 2.53% |
$2.77M - $3.09M
|
422K
$130M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.2K- 87.61% |
$2.84M - $3.17M
|
1.59K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-12.1K- 12.42% |
$3.06M - $3.42M
|
85.3K
$26.3M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-13.7K- 0.95% |
$3.48M - $3.88M
|
1.44M
$443M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 12.4% |
$3.71M - $4.14M
|
104K
$31.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-15.1K- 18.02% |
$3.82M - $4.26M
|
68.6K
$21.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-18.2K- 25.55% |
$4.61M - $5.14M
|
53K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-20.9K- 8.14% |
$5.29M - $5.9M
|
236K
$72.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.1K- 76.02% |
$5.84M - $6.52M
|
7.28K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.4K- 0.85% |
$5.93M - $6.61M
|
2.73M
$840M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23.4K- 5.54% |
$5.93M - $6.62M
|
400K
$123M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 38.83% |
$6.01M - $6.7M
|
37.4K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.5K- 11.91% |
$6.46M - $7.21M
|
189K
$58.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-28.3K- 10.79% |
$7.16M - $7.99M
|
234K
$72M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.7K- 3.8% |
$7.77M - $8.67M
|
777K
$239M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35.9K- 3.33% |
$9.1M - $10.2M
|
1.04M
$322M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37.5K- 3.11% |
$9.5M - $10.6M
|
1.17M
$360M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-39.8K- 10.24% |
$10.1M - $11.2M
|
349K
$107M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-40.1K- 3.7% |
$10.2M - $11.3M
|
1.04M
$322M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-46.1K- 5.37% |
$11.7M - $13M
|
812K
$250M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.5K- 0.42% |
$13.5M - $15.1M
|
12.7M
$3.91B
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.1K- 20.31% |
$14M - $15.6M
|
216K
$66.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.2K- 2.05% |
$16M - $17.9M
|
3.02M
$930M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-118K- 99.61% |
$29.8M - $33.2M
|
459
$141K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-119K- 63.92% |
$30.1M - $33.6M
|
67.1K
$20.7M
|