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 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.58K+ 106.74% |
$907K - $1.01M
|
6.93K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.58K+ 9.41% |
$907K - $1.01M
|
41.6K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57KNew |
$903K - $1.01M
|
3.57K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.34K+ 20.56% |
$845K - $943K
|
19.6K
$5.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.33K+ 115.77% |
$844K - $942K
|
6.21K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.32K+ 26.28% |
$840K - $937K
|
15.9K
$4.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.3K+ 6.09% |
$836K - $933K
|
57.5K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.94K+ 4.97% |
$745K - $831K
|
62.1K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
2.86KNew |
$724K - $808K
|
2.86K
$816K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.8K+ 25.88% |
$710K - $792K
|
13.6K
$3.89M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.76K+ 7.59% |
$698K - $779K
|
39.1K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.74K+ 270.92% |
$694K - $774K
|
3.75K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.68K+ 13.66% |
$679K - $758K
|
22.3K
$6.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.65K+ 6.85% |
$671K - $749K
|
41.3K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56KNew |
$649K - $724K
|
2.56K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.56KNew |
$648K - $723K
|
2.56K
$730K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.5K+ 1.33% |
$632K - $706K
|
190K
$54.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.46K+ 6.08% |
$623K - $695K
|
42.9K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.45K+ 30.4% |
$621K - $693K
|
10.5K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.3K+ 129.66% |
$581K - $649K
|
4.07K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.29K+ 0.72% |
$581K - $648K
|
321K
$91.6M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$557K - $622K
|
2.2K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.19K+ 1.45% |
$556K - $620K
|
154K
$43.8M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.16K+ 4.22% |
$546K - $609K
|
53.2K
$15.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.15K+ 7.11% |
$545K - $608K
|
32.4K
$9.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.12K+ 9.2% |
$536K - $598K
|
25.1K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.1K+ 67.92% |
$531K - $592K
|
5.18K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.09K+ 22.42% |
$529K - $591K
|
11.4K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.09KNew |
$528K - $589K
|
2.09K
$596K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.09KNew |
$528K - $589K
|
2.09K
$596K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.07K+ 32.1% |
$524K - $585K
|
8.51K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.02K+ 0.62% |
$512K - $572K
|
330K
$94.3M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.98KNew |
$501K - $559K
|
1.98K
$565K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.94K+ 10.06% |
$492K - $549K
|
21.3K
$6.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.94KNew |
$492K - $549K
|
1.94K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.93K+ 13.53% |
$488K - $544K
|
16.2K
$4.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.91K+ 38.1% |
$484K - $540K
|
6.93K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.89K+ 21.22% |
$479K - $535K
|
10.8K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.87K+ 4.33% |
$472K - $527K
|
44.9K
$12.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.85K+ 63.59% |
$469K - $524K
|
4.77K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.85K+ 2.54% |
$469K - $523K
|
74.6K
$21.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.79K+ 0.89% |
$453K - $506K
|
202K
$57.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.78K+ 37.82% |
$451K - $504K
|
6.49K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.77KNew |
$448K - $499K
|
1.77K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.74K+ 2284.21% |
$440K - $491K
|
1.81K
$518K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.74K+ 81.72% |
$440K - $490K
|
3.86K
$1.1M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.73KNew |
$439K - $490K
|
1.73K
$495K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$437K - $488K
|
1.73K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.69KNew |
$429K - $478K
|
1.69K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.69K+ 20.29% |
$427K - $477K
|
10K
$2.86M
|