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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
773New |
$183K - $204K
|
773
$212K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
773New |
$183K - $204K
|
773
$212K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
772+ 17.17% |
$183K - $203K
|
5.27K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
767New |
$182K - $202K
|
767
$210K
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
763+ 3.22% |
$181K - $201K
|
24.4K
$6.7M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
762New |
$181K - $201K
|
762
$209K
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
760New |
$180K - $200K
|
760
$208K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
750New |
$178K - $198K
|
750
$206K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
699+ 32.11% |
$166K - $184K
|
2.88K
$789K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
699+ 3.15% |
$166K - $184K
|
22.9K
$6.28M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
688+ 9.58% |
$163K - $181K
|
7.87K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
661+ 1.78% |
$157K - $174K
|
37.9K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
647+ 3.49% |
$153K - $170K
|
19.2K
$5.26M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
629+ 41.22% |
$149K - $166K
|
2.16K
$591K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
622+ 1.02% |
$147K - $164K
|
61.7K
$16.9M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
611+ 1.68% |
$145K - $161K
|
36.9K
$10.1M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
603+ 1.84% |
$143K - $159K
|
33.3K
$9.14M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
593+ 15.83% |
$140K - $156K
|
4.34K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
588+ 2.23% |
$139K - $155K
|
27K
$7.4M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
584+ 55.36% |
$138K - $154K
|
1.64K
$449K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
577+ 1.19% |
$137K - $152K
|
48.9K
$13.4M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
564+ 13.66% |
$134K - $149K
|
4.69K
$1.29M
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
548+ 1.23% |
$130K - $144K
|
45K
$12.3M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
500+ 6.41% |
$118K - $132K
|
8.3K
$2.28M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
468+ 5.64% |
$111K - $123K
|
8.77K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
466+ 1.78% |
$110K - $123K
|
26.6K
$7.3M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
463+ 1.52% |
$110K - $122K
|
30.9K
$8.48M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
458+ 14.6% |
$109K - $121K
|
3.6K
$986K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
455+ 0.8% |
$108K - $120K
|
57.6K
$15.8M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
453+ 3.84% |
$107K - $119K
|
12.3K
$3.36M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
451+ 19.31% |
$107K - $119K
|
2.79K
$764K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
449+ 23.4% |
$106K - $118K
|
2.37K
$649K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
410+ 1.85% |
$97.1K - $108K
|
22.6K
$6.2M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
403+ 3.82% |
$95.5K - $106K
|
11K
$3M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
402+ 5.74% |
$95.2K - $106K
|
7.4K
$2.03M
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
386New |
$91.5K - $102K
|
386
$106K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
384+ 1.26% |
$91K - $101K
|
31K
$8.49M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
373+ 0.64% |
$88.4K - $98.2K
|
58.7K
$16.1M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
362+ 0.08% |
$85.8K - $95.4K
|
441K
$121M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
335+ 1.99% |
$79.4K - $88.2K
|
17.2K
$4.71M
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
335New |
$79.4K - $88.2K
|
335
$91.9K
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
334+ 7.11% |
$79.1K - $88K
|
5.03K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
333+ 289.57% |
$78.9K - $87.7K
|
448
$123K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
320New |
$75.8K - $84.3K
|
320
$87.8K
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
320+ 1.57% |
$75.8K - $84.3K
|
20.6K
$5.66M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
308New |
$73K - $81.1K
|
308
$84.5K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
307+ 147.6% |
$72.7K - $80.9K
|
515
$141K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
306+ 5.67% |
$72.5K - $80.6K
|
5.7K
$1.56M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
305+ 2.86% |
$72.3K - $80.3K
|
11K
$3.01M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
305+ 0.13% |
$72.3K - $80.3K
|
227K
$62.3M
|