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 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
47+ 1.27% |
$11.9K - $13.3K
|
3.76K
$912K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
42+ 3.81% |
$10.6K - $11.9K
|
1.14K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
38+ 4.29% |
$9.63K - $10.7K
|
923
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
33+ 0.72% |
$8.36K - $9.33K
|
4.59K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
31+ 1.71% |
$7.85K - $8.76K
|
1.85K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
30New |
$7.6K - $8.48K
|
30
$7.28K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
29+ 0.43% |
$7.35K - $8.2K
|
6.79K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
25+ 0.62% |
$6.33K - $7.07K
|
4.04K
$979K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 16.54% |
$5.57K - $6.22K
|
155
$37.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
18+ 0.28% |
$4.56K - $5.09K
|
6.56K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
17+ 0.73% |
$4.31K - $4.81K
|
2.36K
$572K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
17New |
$4.31K - $4.81K
|
17
$4.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
16+ 1.03% |
$4.05K - $4.52K
|
1.58K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
16+ 0.19% |
$4.05K - $4.52K
|
8.66K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14+ 0.43% |
$3.55K - $3.96K
|
3.31K
$802K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
13+ 0.35% |
$3.29K - $3.67K
|
3.69K
$895K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 0.09% |
$3.04K - $3.39K
|
13.7K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.34% |
$2.03K - $2.26K
|
2.36K
$573K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
8+ 0.34% |
$2.03K - $2.26K
|
2.38K
$578K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.9% |
$1.77K - $1.98K
|
785
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.38% |
$1.52K - $1.7K
|
1.59K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.25% |
$1.52K - $1.7K
|
2.41K
$585K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.34% |
$1.52K - $1.7K
|
1.77K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5+ 0.25% |
$1.27K - $1.41K
|
1.99K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.09% |
$1.27K - $1.41K
|
5.79K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4+ 0.32% |
$1.01K - $1.13K
|
1.24K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.18% |
$1.01K - $1.13K
|
2.26K
$548K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.38% |
$1.01K - $1.13K
|
1.05K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$1.01K - $1.13K
|
1.41K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.36% |
$760 - $848
|
839
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.37% |
$760 - $848
|
810
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$760 - $848
|
5.74K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2+ 0.17% |
$507 - $565
|
1.18K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2+ 0.06% |
$507 - $565
|
3.48K
$844K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.14% |
$507 - $565
|
1.39K
$337K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$253 - $283
|
1.11K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$253 - $283
|
4.6K
$1.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.02% |
$253 - $283
|
5.77K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$253 - $283
|
6.82K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$253 - $283
|
2.01K
$488K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.06% |
$253 - $283
|
1.58K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.12% |
$253 - $283
|
856
$208K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.11% |
$253 - $283
|
891
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.05% |
$253 - $283
|
2.05K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1- 0.03% |
$253 - $283
|
3.77K
$915K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1- 0.1% |
$253 - $283
|
999
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.11% |
$253 - $283
|
924
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2- 0.11% |
$507 - $565
|
1.81K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.07% |
$507 - $565
|
2.7K
$656K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.04% |
$1.01K - $1.13K
|
9.1K
$2.21M
|