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 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22+ 0.19% |
$5.21K - $5.79K
|
11.5K
$3.13M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.78% |
$5.21K - $5.79K
|
2.84K
$770K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 0.87% |
$4.74K - $5.27K
|
2.31K
$627K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
20+ 0.94% |
$4.74K - $5.27K
|
2.15K
$585K
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
19+ 0.18% |
$4.5K - $5K
|
10.7K
$2.91M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19+ 0.29% |
$4.5K - $5K
|
6.53K
$1.77M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18+ 3.04% |
$4.26K - $4.74K
|
611
$166K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.15% |
$4.26K - $4.74K
|
12.3K
$3.33M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
17+ 0.35% |
$4.03K - $4.48K
|
4.92K
$1.34M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
17+ 0.36% |
$4.03K - $4.48K
|
4.75K
$1.29M
|
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
15+ 0.15% |
$3.55K - $3.95K
|
10.3K
$2.8M
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 0.33% |
$3.55K - $3.95K
|
4.57K
$1.24M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.26% |
$3.32K - $3.69K
|
5.31K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
14+ 0.75% |
$3.32K - $3.69K
|
1.87K
$509K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
13+ 1.28% |
$3.08K - $3.42K
|
1.03K
$279K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 1.3% |
$3.08K - $3.42K
|
1.01K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
12+ 0.34% |
$2.84K - $3.16K
|
3.54K
$963K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.28% |
$2.84K - $3.16K
|
4.29K
$1.17M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11+ 0.46% |
$2.61K - $2.9K
|
2.43K
$660K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11+ 0.36% |
$2.61K - $2.9K
|
3.07K
$833K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.87% |
$2.61K - $2.9K
|
1.27K
$346K
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10New |
$2.37K - $2.63K
|
10
$2.72K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10+ 0.04% |
$2.37K - $2.63K
|
25.4K
$6.89M
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10+ 0.4% |
$2.37K - $2.63K
|
2.52K
$686K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 1.18% |
$2.37K - $2.63K
|
860
$234K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9+ 0.29% |
$2.13K - $2.37K
|
3.13K
$850K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
9+ 0.58% |
$2.13K - $2.37K
|
1.56K
$423K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
9New |
$2.13K - $2.37K
|
9
$2.45K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.17% |
$2.13K - $2.37K
|
5.3K
$1.44M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 25.0% |
$2.13K - $2.37K
|
45
$12.2K
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
9+ 0.56% |
$2.13K - $2.37K
|
1.62K
$439K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8+ 0.28% |
$1.9K - $2.11K
|
2.82K
$766K
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8+ 0.33% |
$1.9K - $2.11K
|
2.4K
$653K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
7+ 0.3% |
$1.66K - $1.84K
|
2.36K
$640K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
7+ 0.32% |
$1.66K - $1.84K
|
2.18K
$593K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.2% |
$1.66K - $1.84K
|
3.55K
$963K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.81% |
$1.66K - $1.84K
|
874
$238K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7+ 0.2% |
$1.66K - $1.84K
|
3.57K
$970K
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.15% |
$1.42K - $1.58K
|
3.95K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.17% |
$1.42K - $1.58K
|
3.49K
$947K
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6+ 0.33% |
$1.42K - $1.58K
|
1.81K
$492K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.02% |
$1.42K - $1.58K
|
38.8K
$10.5M
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$1.42K - $1.58K
|
2.09K
$567K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.34% |
$1.42K - $1.58K
|
1.75K
$475K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.28% |
$1.42K - $1.58K
|
2.15K
$585K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.25% |
$1.42K - $1.58K
|
2.43K
$661K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.09% |
$1.18K - $1.32K
|
5.78K
$1.57M
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.28% |
$1.18K - $1.32K
|
1.78K
$484K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
4+ 0.37% |
$948 - $1.05K
|
1.08K
$293K
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4+ 0.28% |
$948 - $1.05K
|
1.42K
$387K
|