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 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
952New |
$241K - $269K
|
952
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
885+ 14.94% |
$224K - $250K
|
6.81K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
878+ 0.7% |
$222K - $248K
|
127K
$30.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
827New |
$209K - $234K
|
827
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
815+ 105.98% |
$206K - $230K
|
1.58K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
803New |
$203K - $227K
|
803
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
BUY
|
- |
800New |
$203K - $226K
|
800
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 21.42% |
$195K - $218K
|
4.37K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
758+ 1.31% |
$192K - $214K
|
58.8K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
708+ 1.32% |
$179K - $200K
|
54.2K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
595+ 13.78% |
$151K - $168K
|
4.91K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
586+ 32.79% |
$148K - $166K
|
2.37K
$576K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
558+ 10.46% |
$141K - $158K
|
5.89K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
535New |
$136K - $151K
|
535
$130K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
500+ 33.88% |
$127K - $141K
|
1.98K
$479K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
483+ 3.95% |
$122K - $137K
|
12.7K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
456+ 9.97% |
$116K - $129K
|
5.03K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
442+ 0.4% |
$112K - $125K
|
112K
$27.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
420+ 1.25% |
$106K - $119K
|
33.9K
$8.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
399+ 14.35% |
$101K - $113K
|
3.18K
$771K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
395New |
$100K - $112K
|
395
$95.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
340+ 6.61% |
$86.1K - $96.1K
|
5.49K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
314+ 3.64% |
$79.5K - $88.8K
|
8.95K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
300+ 1.15% |
$76K - $84.8K
|
26.3K
$6.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
299+ 8.86% |
$75.7K - $84.5K
|
3.68K
$891K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
294New |
$74.5K - $83.1K
|
294
$71.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
280+ 1.99% |
$70.9K - $79.1K
|
14.4K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
265+ 0.86% |
$67.1K - $74.9K
|
31K
$7.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
254+ 3.92% |
$64.3K - $71.8K
|
6.74K
$1.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
254+ 3.27% |
$64.3K - $71.8K
|
8.03K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
246+ 5.01% |
$62.3K - $69.5K
|
5.15K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
221+ 9.35% |
$56K - $62.5K
|
2.58K
$627K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
196+ 24.81% |
$49.7K - $55.4K
|
986
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
158+ 0.55% |
$40K - $44.7K
|
29.1K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
157+ 10.93% |
$39.8K - $44.4K
|
1.59K
$387K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
152+ 3.34% |
$38.5K - $43K
|
4.71K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
121+ 0.3% |
$30.7K - $34.2K
|
40.2K
$9.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
113+ 4.93% |
$28.6K - $31.9K
|
2.41K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
105+ 4.34% |
$26.6K - $29.7K
|
2.52K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
97+ 0.25% |
$24.6K - $27.4K
|
38.3K
$9.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
94New |
$23.8K - $26.6K
|
94
$22.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
93+ 1.13% |
$23.6K - $26.3K
|
8.35K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
89+ 0.39% |
$22.5K - $25.2K
|
22.9K
$5.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 2.92% |
$20.3K - $22.6K
|
2.82K
$684K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
78+ 5.29% |
$19.8K - $22K
|
1.55K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 48.41% |
$19.3K - $21.5K
|
233
$56.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
68+ 0.17% |
$17.2K - $19.2K
|
39K
$9.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
59+ 6.17% |
$14.9K - $16.7K
|
1.02K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58+ 0.13% |
$14.7K - $16.4K
|
44.9K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
57+ 9.28% |
$14.4K - $16.1K
|
671
$163K
|