Purchases and Sales Made in Q4 2024 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 4.5% |
$541K - $583K
|
48.3K
$13.8M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.98KNew |
$516K - $556K
|
1.98K
$566K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.98K+ 55.54% |
$514K - $554K
|
5.53K
$1.58M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.97K+ 7.38% |
$513K - $553K
|
28.7K
$8.2M
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.95KNew |
$509K - $548K
|
1.95K
$558K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.95KNew |
$508K - $548K
|
1.95K
$558K
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.81K+ 0.12% |
$471K - $508K
|
1.45M
$415M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.81KNew |
$471K - $507K
|
1.81K
$516K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.77K+ 111.88% |
$461K - $497K
|
3.35K
$958K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.72K+ 2.14% |
$448K - $483K
|
82.2K
$23.5M
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.71K+ 79.44% |
$446K - $480K
|
3.87K
$1.1M
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$435K - $469K
|
1.67K
$478K
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.67KNew |
$435K - $469K
|
1.67K
$477K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.67K+ 5.0% |
$433K - $467K
|
35K
$9.99M
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.63K+ 114.61% |
$425K - $458K
|
3.06K
$873K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.57KNew |
$410K - $442K
|
1.57K
$450K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.57K+ 202.19% |
$408K - $440K
|
2.35K
$670K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.55KNew |
$402K - $434K
|
1.55K
$442K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
1.54KNew |
$402K - $433K
|
1.54K
$441K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.53K+ 1.02% |
$399K - $430K
|
151K
$43.2M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.52K+ 102.78% |
$395K - $426K
|
2.99K
$855K
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.49KNew |
$388K - $418K
|
1.49K
$425K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 30.36% |
$381K - $410K
|
6.28K
$1.79M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$372K - $401K
|
1.43K
$408K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 0.99% |
$372K - $401K
|
146K
$41.8M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.42KNew |
$370K - $399K
|
1.42K
$406K
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.4KNew |
$365K - $393K
|
1.4K
$400K
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.39K+ 2.35% |
$363K - $391K
|
60.8K
$17.4M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.36KNew |
$353K - $381K
|
1.36K
$388K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$351K - $379K
|
1.35K
$386K
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.34KNew |
$349K - $377K
|
1.34K
$383K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.34K+ 6.15% |
$349K - $376K
|
23.1K
$6.61M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.29K+ 110.69% |
$337K - $363K
|
2.46K
$704K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 0.64% |
$331K - $357K
|
200K
$57.2M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.26K+ 5.81% |
$328K - $354K
|
23K
$6.57M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.22KNew |
$318K - $343K
|
1.22K
$349K
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.2K+ 158.03% |
$313K - $337K
|
1.96K
$560K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.19K+ 47.15% |
$308K - $333K
|
3.7K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.17KNew |
$305K - $328K
|
1.17K
$334K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.14KNew |
$297K - $321K
|
1.14K
$326K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.14K+ 2.18% |
$297K - $320K
|
53.5K
$15.3M
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 2.14% |
$296K - $319K
|
54.2K
$15.5M
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$289K - $312K
|
1.11K
$318K
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.11KNew |
$289K - $311K
|
1.11K
$317K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.09KNew |
$284K - $306K
|
1.09K
$312K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.08KNew |
$280K - $302K
|
1.08K
$308K
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.07KNew |
$279K - $301K
|
1.07K
$306K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.07KNew |
$277K - $299K
|
1.07K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$274K - $295K
|
1.05K
$300K
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.04KNew |
$270K - $291K
|
1.04K
$296K
|