Wealthspire Advisors, LLC Vanguard Large Cap ETF Transaction History

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,096,878 shares of VV stock, worth $323 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

1,096,878

Previous 869,418 26.16%

Holding current value

$323 Million

Previous $223 Million 40.04%

% of portfolio

1.78%

Previous 1.35%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$228.25 - $285.3 $51.9 Million - $64.9 Million	227,460 Added 26.16%	1,096,878 $313 Million
Q1 2025 May 09, 2025	BUY	$253.32 - $282.66 $107 Million - $119 Million	420,575 Added 93.7%	869,418 $223 Million
Q4 2024 Feb 03, 2025	BUY	$260.27 - $280.65 $2.14 Million - $2.31 Million	8,217 Added 1.86%	448,843 $121 Million
Q3 2024 Nov 13, 2024	BUY	$236.92 - $263.4 $85,765 - $95,350	362 Added 0.08%	440,626 $116 Million
Q2 2024 Aug 08, 2024	SELL	$227.27 - $251.65 $718,855 - $795,968	-3,163 Reduced 0.71%	440,264 $110 Million
Q1 2024 May 06, 2024	SELL	$214.62 - $240.49 $3.72 Million - $4.16 Million	-17,310 Reduced 3.76%	443,427 $106 Million
Q4 2023 Feb 06, 2024	SELL	$188.0 - $219.17 $3.96 Million - $4.62 Million	-21,057 Reduced 4.37%	460,737 $101 Million
Q3 2023 Nov 06, 2023	BUY	$195.09 - $209.59 $508,209 - $545,981	2,605 Added 0.54%	481,794 $94.3 Million
Q2 2023 Jul 31, 2023	SELL	$184.38 - $202.72 $977,767 - $1.08 Million	-5,303 Reduced 1.09%	479,189 $97.1 Million
Q1 2023 May 09, 2023	BUY	$172.79 - $190.36 $8.33 Million - $9.18 Million	48,204 Added 11.05%	484,492 $90.5 Million
Q4 2022 Feb 13, 2023	BUY	$162.98 - $185.93 $14.9 Million - $16.9 Million	91,121 Added 26.4%	436,288 $76 Million
Q3 2022 Nov 14, 2022	BUY	$163.56 - $196.95 $14.8 Million - $17.8 Million	90,617 Added 35.6%	345,167 $56.5 Million
Q2 2022 Aug 09, 2022	BUY	$167.29 - $210.78 $16.9 Million - $21.3 Million	101,032 Added 65.81%	254,550 $43.9 Million
Q1 2022 May 09, 2022	BUY	$191.25 - $221.63 $6.76 Million - $7.83 Million	35,341 Added 29.91%	153,518 $32 Million
Q4 2021 Feb 14, 2022	BUY	$200.26 - $221.75 $395,914 - $438,399	1,977 Added 1.7%	118,177 $26.1 Million
Q3 2021 Nov 15, 2021	SELL	$199.12 - $212.29 $4.02 Million - $4.28 Million	-20,182 Reduced 14.8%	116,200 $23.3 Million
Q2 2021 Aug 13, 2021	SELL	$187.36 - $200.75 $509,244 - $545,638	-2,718 Reduced 1.95%	136,382 $27.4 Million
Q1 2021 May 17, 2021	SELL	$173.39 - $186.2 $407,986 - $438,128	-2,353 Reduced 1.66%	139,100 $25.8 Million
Q4 2020 Feb 16, 2021	BUY	$152.54 - $175.74 $3.52 Million - $4.05 Million	23,067 Added 19.48%	141,453 $24.9 Million
Q3 2020 Nov 16, 2020	SELL	$144.11 - $166.66 $403,363 - $466,481	-2,799 Reduced 2.31%	118,386 $18.5 Million
Q2 2020 Aug 14, 2020	BUY	$113.24 - $149.5 $1.06 Million - $1.39 Million	9,329 Added 8.34%	121,185 $17.3 Million
Q1 2020 May 12, 2020	BUY	$102.61 - $156.13 $11.1 Million - $16.9 Million	108,473 Added 3206.41%	111,856 $13.2 Million
Q2 2019 Aug 13, 2019	BUY	N/A	3,383 New	3,383 $456,000
Q1 2019 May 08, 2019	SELL	N/A	-598 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	598 New	598 $69,000

Others Institutions Holding VV

# of Institutions

1,355

Shares Held

105M

Call Options Held

35.8K

Put Options Held

22K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Vanguard Large Cap ETF Transaction History