Advisor Resource Council Vanguard Large Cap ETF Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$188.0 - $219.17 $5.08 Million - $5.92 Million	27,014 New	27,014 $5.89 Million
Q2 2022 Jul 27, 2022	BUY	$167.29 - $210.78 $4.71 Million - $5.94 Million	28,158 New	28,158 $4.85 Million
Q1 2022 Apr 20, 2022	SELL	$191.25 - $221.63 $5.23 Million - $6.06 Million	-27,344 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$200.26 - $221.75 $5.48 Million - $6.06 Million	27,344 New	27,344 $6.04 Million
Q3 2021 Nov 16, 2021	SELL	$199.12 - $212.29 $5.3 Million - $5.65 Million	-26,629 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$187.36 - $200.75 $3.99 Million - $4.27 Million	21,283 Added 398.11%	26,629 $5.35 Million
Q2 2021 Aug 13, 2021	BUY	$187.36 - $200.75 $1 Million - $1.07 Million	5,346 New	5,346 $0

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.77 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.52 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.79 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$937 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$853 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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