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
$272K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
920New |
$233K - $260K
|
920
$263K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
911+ 12.23% |
$231K - $258K
|
8.36K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
894New |
$226K - $253K
|
894
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
885+ 14.94% |
$224K - $250K
|
6.81K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
883New |
$224K - $250K
|
883
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
878+ 0.7% |
$222K - $248K
|
127K
$36.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
867+ 5.61% |
$220K - $245K
|
16.3K
$4.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
858New |
$217K - $243K
|
858
$245K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
854New |
$216K - $241K
|
854
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
853New |
$216K - $241K
|
853
$244K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
836New |
$212K - $236K
|
836
$239K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
828New |
$210K - $234K
|
828
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
827New |
$209K - $234K
|
827
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
815+ 105.98% |
$206K - $230K
|
1.58K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
803New |
$203K - $227K
|
803
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
BUY
|
- |
800New |
$203K - $226K
|
800
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
788New |
$200K - $223K
|
788
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
782+ 40.25% |
$198K - $221K
|
2.73K
$778K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
782New |
$198K - $221K
|
782
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 21.42% |
$195K - $218K
|
4.37K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
758+ 1.31% |
$192K - $214K
|
58.8K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
750New |
$190K - $212K
|
750
$214K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
728+ 14.91% |
$184K - $206K
|
5.61K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
708+ 1.32% |
$179K - $200K
|
54.2K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
695+ 1.36% |
$176K - $196K
|
51.9K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
660+ 1.39% |
$167K - $187K
|
48K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
619+ 2.69% |
$157K - $175K
|
23.6K
$6.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
595+ 13.78% |
$151K - $168K
|
4.91K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
586+ 32.79% |
$148K - $166K
|
2.37K
$678K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
584+ 2.37% |
$148K - $165K
|
25.2K
$7.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
558+ 10.46% |
$141K - $158K
|
5.89K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
535New |
$136K - $151K
|
535
$153K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
527+ 0.18% |
$133K - $149K
|
295K
$84.3M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
527+ 9.16% |
$133K - $149K
|
6.28K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
510New |
$129K - $144K
|
510
$146K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
500+ 33.88% |
$127K - $141K
|
1.98K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
486+ 1.5% |
$123K - $137K
|
32.9K
$9.4M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
485New |
$123K - $137K
|
485
$139K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
483+ 3.95% |
$122K - $137K
|
12.7K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
476+ 0.63% |
$121K - $135K
|
76.6K
$21.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
456+ 9.97% |
$116K - $129K
|
5.03K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
454+ 35.8% |
$115K - $128K
|
1.72K
$492K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
445+ 10.52% |
$113K - $126K
|
4.67K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
442+ 0.4% |
$112K - $125K
|
112K
$32M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
439+ 1.18% |
$111K - $124K
|
37.8K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
432+ 1.47% |
$109K - $122K
|
29.9K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
425New |
$108K - $120K
|
425
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
420+ 1.25% |
$106K - $119K
|
33.9K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
418+ 5.4% |
$106K - $118K
|
8.16K
$2.33M
|