W Advisors, LLC Vanguard Large Cap ETF Transaction History

W Advisors, LLC

$161 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Aug 26, 2022	SELL	$191.25 - $221.63 $398,182 - $461,433	-2,082 Closed	0 $0
Q4 2021 Aug 15, 2022	BUY	$200.26 - $221.75 $416,941 - $461,683	2,082 New	2,082 $460,000

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.75 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.51 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

$933 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$849 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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