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 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.68K+ 5.45% |
$425K - $474K
|
32.4K
$9.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.66KNew |
$419K - $468K
|
1.66K
$473K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 155.07% |
$419K - $467K
|
2.72K
$777K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.65K+ 155.07% |
$419K - $467K
|
2.72K
$777K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.64K+ 9.89% |
$414K - $462K
|
18.2K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.61K+ 61.3% |
$408K - $455K
|
4.23K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.61KNew |
$407K - $454K
|
1.61K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.59K+ 0.98% |
$403K - $449K
|
164K
$46.9M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1.58K+ 2.6% |
$399K - $445K
|
62.1K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.57KNew |
$397K - $443K
|
1.57K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.55KNew |
$392K - $438K
|
1.55K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
1.48K+ 4.93% |
$375K - $418K
|
31.5K
$8.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.39K+ 34.91% |
$351K - $392K
|
5.36K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.38KNew |
$350K - $390K
|
1.38K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.38KNew |
$349K - $389K
|
1.38K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$347K - $387K
|
1.37K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.35K+ 6.49% |
$342K - $382K
|
22.2K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.35K+ 39.8% |
$341K - $381K
|
4.74K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.34K+ 134.94% |
$340K - $380K
|
2.34K
$668K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.33K+ 20.7% |
$337K - $376K
|
7.75K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.32K+ 46.42% |
$334K - $372K
|
4.15K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.31KNew |
$332K - $371K
|
1.31K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.31K+ 5.66% |
$331K - $369K
|
24.4K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.29K+ 95.33% |
$326K - $364K
|
2.64K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.29KNew |
$326K - $364K
|
1.29K
$367K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.28KNew |
$323K - $361K
|
1.28K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.25KNew |
$317K - $353K
|
1.25K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.24K+ 21.34% |
$313K - $349K
|
7.02K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.22KNew |
$310K - $346K
|
1.22K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.22K+ 6.64% |
$309K - $345K
|
19.6K
$5.6M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.22K+ 42.86% |
$309K - $345K
|
4.06K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.22K+ 203.52% |
$308K - $343K
|
1.81K
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.19K+ 7.27% |
$302K - $337K
|
17.6K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 23.7% |
$299K - $334K
|
6.16K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.17KNew |
$296K - $330K
|
1.17K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.16K+ 32.08% |
$294K - $328K
|
4.78K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 22.46% |
$293K - $327K
|
6.31K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.16K+ 30.88% |
$293K - $327K
|
4.9K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.14KNew |
$288K - $321K
|
1.14K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.13KNew |
$286K - $319K
|
1.13K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.12K+ 30.23% |
$283K - $316K
|
4.82K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.1KNew |
$279K - $311K
|
1.1K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.1KNew |
$279K - $311K
|
1.1K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.09KNew |
$275K - $307K
|
1.09K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.07KNew |
$271K - $302K
|
1.07K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.05KNew |
$266K - $297K
|
1.05K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.04K+ 1.83% |
$264K - $295K
|
57.9K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.02KNew |
$258K - $288K
|
1.02K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
995+ 2.17% |
$252K - $281K
|
46.9K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
965+ 17.73% |
$244K - $273K
|
6.41K
$1.83M
|