Institutional & Family Asset Management, LLC Vanguard Large Cap ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$132.26 - $148.31 $48,142 - $53,984	-364 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	364 New	364 $45,000

Others Institutions Holding VV

# of Institutions

1,209

Shares Held

106M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.83 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.57 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.82 Billion
15.12% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$950 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$864 Million
0.07% of portfolio

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About VANGUARD LARGE-CAP ETF

Ticker VV
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