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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 2.95% |
$3.29K - $3.67K
|
453
$129K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.13% |
$3.29K - $3.67K
|
10.3K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13+ 0.15% |
$3.29K - $3.67K
|
8.86K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
13+ 0.36% |
$3.29K - $3.67K
|
3.58K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
13+ 0.35% |
$3.29K - $3.67K
|
3.69K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12+ 0.36% |
$3.04K - $3.39K
|
3.39K
$967K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 0.09% |
$3.04K - $3.39K
|
13.7K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.29% |
$2.53K - $2.83K
|
3.51K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 0.23% |
$2.28K - $2.54K
|
3.87K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.07% |
$2.28K - $2.54K
|
12.6K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 2.65% |
$2.28K - $2.54K
|
349
$99.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
8+ 0.34% |
$2.03K - $2.26K
|
2.38K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8+ 1.57% |
$2.03K - $2.26K
|
518
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.34% |
$2.03K - $2.26K
|
2.36K
$675K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8+ 1.32% |
$2.03K - $2.26K
|
615
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.9% |
$1.77K - $1.98K
|
785
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.22% |
$1.77K - $1.98K
|
3.24K
$926K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
7+ 0.29% |
$1.77K - $1.98K
|
2.43K
$695K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.25% |
$1.52K - $1.7K
|
2.41K
$689K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.34% |
$1.52K - $1.7K
|
1.77K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
6+ 0.37% |
$1.52K - $1.7K
|
1.62K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.38% |
$1.52K - $1.7K
|
1.59K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5+ 0.25% |
$1.27K - $1.41K
|
1.99K
$567K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.09% |
$1.27K - $1.41K
|
5.79K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.37% |
$1.27K - $1.41K
|
1.35K
$385K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.13% |
$1.27K - $1.41K
|
3.96K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5New |
$1.27K - $1.41K
|
5
$1.43K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5+ 0.09% |
$1.27K - $1.41K
|
5.78K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4+ 0.26% |
$1.01K - $1.13K
|
1.52K
$433K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.18% |
$1.01K - $1.13K
|
2.26K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 0.29% |
$1.01K - $1.13K
|
1.39K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4+ 0.32% |
$1.01K - $1.13K
|
1.24K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.38% |
$1.01K - $1.13K
|
1.05K
$299K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.02% |
$1.01K - $1.13K
|
17.9K
$5.13M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.02% |
$1.01K - $1.13K
|
25.7K
$7.35M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.13% |
$1.01K - $1.13K
|
2.97K
$850K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$1.01K - $1.13K
|
1.41K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 0.56% |
$1.01K - $1.13K
|
712
$203K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.18% |
$1.01K - $1.13K
|
2.2K
$628K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.31% |
$760 - $848
|
973
$278K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3+ 0.34% |
$760 - $848
|
889
$254K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.37% |
$760 - $848
|
818
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.36% |
$760 - $848
|
839
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.37% |
$760 - $848
|
810
$231K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3+ 0.32% |
$760 - $848
|
932
$266K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.19% |
$760 - $848
|
1.58K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$760 - $848
|
5.74K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$507 - $565
|
5.48K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2+ 0.17% |
$507 - $565
|
1.18K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.06% |
$507 - $565
|
3.56K
$1.02M
|