Latest Institutional Transactions on Vanguard Large Cap ETF (VV)
This table provides information on the latest institutional transactions involving Vanguard Large Cap ETF (VV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.16KNew |
$593K - $692K
|
3.16K
$870K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
13+ 1.13% |
$2.44K - $2.85K
|
1.16K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
422New |
$79.3K - $92.5K
|
422
$116K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27KNew |
$5.08M - $5.92M
|
27K
$7.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-156- 12.48% |
$29.3K - $34.2K
|
1.09K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-388- 16.13% |
$72.9K - $85K
|
2.02K
$556K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.16KNew |
$593K - $691K
|
3.16K
$870K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.56% |
$188 - $219
|
40
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$514K - $599K
|
2.74K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.95KNew |
$366K - $426K
|
1.95K
$536K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.02KNew |
$191K - $222K
|
1.02K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-11.6K- 24.12% |
$2.18M - $2.54M
|
36.4K
$10M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
62+ 0.68% |
$11.7K - $13.6K
|
9.18K
$2.53M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$18.8K - $21.9K
|
100
$27.6K
|
|
| Q3 2023 | |||||||
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 1.36% |
$6.44K - $6.92K
|
2.39K
$658K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$585 - $629
|
3
$827
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.3% |
$1.37K - $1.47K
|
2.31K
$636K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-155- 10.1% |
$30.2K - $32.5K
|
1.38K
$380K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-109- 6.88% |
$21.3K - $22.8K
|
1.48K
$407K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-28.9K- 95.4% |
$5.63M - $6.05M
|
1.39K
$384K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
182New |
$35.5K - $38.1K
|
182
$50.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6+ 0.41% |
$1.17K - $1.26K
|
1.46K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.1KNew |
$799K - $859K
|
4.1K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$360K - $387K
|
1.85K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-172- 30.39% |
$33.6K - $36K
|
394
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-18- 47.37% |
$3.51K - $3.77K
|
20
$5.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 85.54% |
$253K - $271K
|
219
$60.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.08KNew |
$211K - $226K
|
1.08K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-81- 0.02% |
$15.8K - $17K
|
365K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.59K+ 24.6% |
$894K - $961K
|
23.2K
$6.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.36KNew |
$655K - $704K
|
3.36K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-946- 29.73% |
$185K - $198K
|
2.24K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.1K- 63.56% |
$409K - $439K
|
1.2K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-59- 3.56% |
$11.5K - $12.4K
|
1.6K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
138New |
$26.9K - $28.9K
|
138
$38K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15New |
$2.93K - $3.14K
|
15
$4.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-43- 2.09% |
$8.39K - $9.01K
|
2.02K
$556K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-38- 50.0% |
$7.41K - $7.96K
|
38
$10.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-184- 12.94% |
$35.9K - $38.6K
|
1.24K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.02K- 3.32% |
$980K - $1.05M
|
146K
$40.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-709- 14.42% |
$138K - $149K
|
4.21K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-694- 13.48% |
$135K - $145K
|
4.45K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50- 81.97% |
$9.75K - $10.5K
|
11
$3.03K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.71K- 1.58% |
$334K - $359K
|
107K
$29.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.42KNew |
$277K - $298K
|
1.42K
$392K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.36KNew |
$459K - $494K
|
2.36K
$649K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
37.2KNew |
$7.26M - $7.79M
|
37.2K
$10.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-82- 6.51% |
$16K - $17.2K
|
1.18K
$324K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-194- 4.52% |
$37.8K - $40.7K
|
4.1K
$1.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
217+ 14.77% |
$42.3K - $45.5K
|
1.69K
$465K
|
|