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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 1.59% |
$32K - $34.5K
|
7.87K
$2.25M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
120+ 2.39% |
$31.2K - $33.7K
|
5.15K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
119+ 14.25% |
$31K - $33.4K
|
954
$273K
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
119+ 11.41% |
$31K - $33.4K
|
1.16K
$332K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
117+ 5.38% |
$30.5K - $32.8K
|
2.29K
$655K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
114+ 3.61% |
$29.7K - $32K
|
3.28K
$936K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
112+ 6.94% |
$29.2K - $31.4K
|
1.73K
$493K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
110New |
$28.6K - $30.9K
|
110
$31.4K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
103New |
$26.8K - $28.9K
|
103
$29.4K
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
102+ 3.64% |
$26.5K - $28.6K
|
2.9K
$829K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
102+ 0.45% |
$26.5K - $28.6K
|
23K
$6.57M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 9.63% |
$26K - $28.1K
|
1.14K
$325K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.71% |
$25.2K - $27.2K
|
13.7K
$3.92M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 2.64% |
$24.2K - $26.1K
|
3.62K
$1.03M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
93New |
$24.2K - $26.1K
|
93
$26.6K
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
91+ 8.01% |
$23.7K - $25.5K
|
1.23K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
89+ 0.12% |
$23.2K - $25K
|
73.7K
$21.1M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
89+ 11.18% |
$23.2K - $25K
|
885
$253K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
87New |
$22.6K - $24.4K
|
87
$24.9K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
85+ 10.07% |
$22.1K - $23.9K
|
929
$265K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
80New |
$20.8K - $22.5K
|
80
$22.9K
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 11.85% |
$19.5K - $21K
|
708
$202K
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
71+ 2.68% |
$18.5K - $19.9K
|
2.72K
$777K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
65+ 0.57% |
$16.9K - $18.2K
|
11.5K
$3.27M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
65+ 3.27% |
$16.9K - $18.2K
|
2.05K
$586K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
65+ 8.21% |
$16.9K - $18.2K
|
857
$245K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
64+ 5.47% |
$16.7K - $18K
|
1.24K
$353K
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
60+ 0.53% |
$15.6K - $16.8K
|
11.5K
$3.28M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55+ 0.08% |
$14.3K - $15.4K
|
65.6K
$18.7M
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
55+ 0.94% |
$14.3K - $15.4K
|
5.91K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
53+ 6.06% |
$13.8K - $14.9K
|
928
$265K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52+ 2.03% |
$13.5K - $14.6K
|
2.61K
$746K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
51+ 3.02% |
$13.3K - $14.3K
|
1.74K
$496K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
51+ 3.44% |
$13.3K - $14.3K
|
1.53K
$438K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
50+ 5.71% |
$13K - $14K
|
925
$264K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
50New |
$13K - $14K
|
50
$14.3K
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
47+ 19.11% |
$12.2K - $13.2K
|
293
$83.7K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
45+ 46.39% |
$11.7K - $12.6K
|
142
$40.6K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 1.99% |
$11.7K - $12.6K
|
2.31K
$658K
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
44+ 0.09% |
$11.5K - $12.3K
|
46.6K
$13.3M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
44+ 5.43% |
$11.5K - $12.3K
|
855
$244K
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
43+ 0.97% |
$11.2K - $12.1K
|
4.47K
$1.28M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
41+ 3.22% |
$10.7K - $11.5K
|
1.31K
$375K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41+ 0.36% |
$10.7K - $11.5K
|
11.6K
$3.3M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
41New |
$10.7K - $11.5K
|
41
$11.7K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 0.29% |
$10.4K - $11.2K
|
13.6K
$3.9M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 3.09% |
$9.89K - $10.7K
|
1.27K
$362K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
36+ 1.3% |
$9.37K - $10.1K
|
2.81K
$802K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
34+ 5.41% |
$8.85K - $9.54K
|
663
$189K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
34New |
$8.85K - $9.54K
|
34
$9.71K
|