Purchases and Sales Made in Q3 2024 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.78K+ 59.48% |
$659K - $733K
|
7.46K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.7KNew |
$640K - $711K
|
2.7K
$832K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.68K+ 0.7% |
$636K - $707K
|
385K
$119M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
2.64K+ 18.13% |
$626K - $696K
|
17.2K
$5.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.56KNew |
$606K - $674K
|
2.56K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.55K+ 20.88% |
$603K - $671K
|
14.7K
$4.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.4K+ 0.22% |
$569K - $632K
|
1.09M
$337M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.35KNew |
$557K - $620K
|
2.35K
$725K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 15.26% |
$538K - $598K
|
17.2K
$5.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
2.25K+ 3.94% |
$533K - $593K
|
59.4K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18KNew |
$516K - $573K
|
2.18K
$671K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.16KNew |
$511K - $568K
|
2.16K
$665K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.15K+ 221.19% |
$509K - $566K
|
3.12K
$962K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.13K+ 7.26% |
$505K - $562K
|
31.5K
$9.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.11K+ 0.7% |
$499K - $554K
|
304K
$93.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$498K - $554K
|
2.1K
$648K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.09KNew |
$496K - $552K
|
2.09K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.08K+ 25.97% |
$493K - $548K
|
10.1K
$3.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.02K+ 1.28% |
$479K - $533K
|
160K
$49.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.96KNew |
$464K - $515K
|
1.96K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.88KNew |
$445K - $495K
|
1.88K
$579K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.83K+ 34.06% |
$432K - $481K
|
7.18K
$2.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.76KNew |
$417K - $464K
|
1.76K
$543K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.76K+ 761.47% |
$417K - $463K
|
1.99K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.73K+ 66.78% |
$411K - $456K
|
4.33K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$394K - $438K
|
1.66K
$512K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 43.61% |
$391K - $435K
|
5.44K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.64K+ 2.28% |
$389K - $432K
|
73.5K
$22.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.64K+ 3.45% |
$388K - $432K
|
49.2K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 42.14% |
$384K - $426K
|
5.46K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 38.47% |
$380K - $423K
|
5.78K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.6K+ 11.2% |
$378K - $420K
|
15.8K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.59KNew |
$376K - $418K
|
1.59K
$489K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.59K+ 128.32% |
$376K - $418K
|
2.82K
$870K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.58K+ 46.52% |
$374K - $416K
|
4.97K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.56KNew |
$370K - $411K
|
1.56K
$481K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.56KNew |
$369K - $411K
|
1.56K
$480K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.53K+ 2.87% |
$363K - $404K
|
54.9K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.53K+ 7.55% |
$362K - $402K
|
21.7K
$6.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.53K+ 47.07% |
$361K - $402K
|
4.77K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.51K+ 176.96% |
$358K - $399K
|
2.37K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.51K+ 3.28% |
$358K - $397K
|
47.5K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 0.74% |
$346K - $385K
|
199K
$61.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.45K+ 4.66% |
$344K - $382K
|
32.6K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.45K+ 24.71% |
$343K - $381K
|
7.31K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.45K+ 2.8% |
$343K - $381K
|
53.1K
$16.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.45KNew |
$342K - $381K
|
1.45K
$445K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.44K+ 19.43% |
$340K - $378K
|
8.83K
$2.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$328K - $365K
|
1.39K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.33KNew |
$314K - $349K
|
1.33K
$409K
|