Purchases and Sales Made in Q1 2024 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD LARGE-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-405- 1.48% |
$86.9K - $97.4K
|
27K
$7.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-427- 11.37% |
$91.6K - $103K
|
3.33K
$922K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-428- 0.9% |
$91.9K - $103K
|
47.4K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-445- 6.94% |
$95.5K - $107K
|
5.96K
$1.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-446- 10.97% |
$95.7K - $107K
|
3.62K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-461- 30.71% |
$98.9K - $111K
|
1.04K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-463- 1.56% |
$99.4K - $111K
|
29.3K
$8.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-470- 20.26% |
$101K - $113K
|
1.85K
$512K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-480- 6.36% |
$103K - $115K
|
7.06K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-486- 0.95% |
$104K - $117K
|
50.7K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-500- 1.33% |
$107K - $120K
|
37K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-502- 17.29% |
$108K - $121K
|
2.4K
$665K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-505- 1.66% |
$108K - $121K
|
30K
$8.29M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-506- 2.08% |
$109K - $122K
|
23.9K
$6.61M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-529- 8.83% |
$114K - $127K
|
5.46K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-547- 1.83% |
$117K - $132K
|
29.3K
$8.13M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-550- 1.06% |
$118K - $132K
|
51.6K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-557- 12.66% |
$120K - $134K
|
3.84K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-600- 33.33% |
$129K - $144K
|
1.2K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-614- 1.29% |
$132K - $148K
|
47K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-630- 11.6% |
$135K - $152K
|
4.8K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-640- 0.96% |
$137K - $154K
|
66.2K
$18.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-648- 32.81% |
$139K - $156K
|
1.33K
$367K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-669- 3.12% |
$144K - $161K
|
20.8K
$5.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-681- 4.52% |
$146K - $164K
|
14.4K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-733- 2.34% |
$157K - $176K
|
30.5K
$8.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-735- 5.02% |
$158K - $177K
|
13.9K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-739- 86.84% |
$159K - $178K
|
112
$31K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-746- 1.53% |
$160K - $179K
|
48K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-746- 0.68% |
$160K - $179K
|
109K
$30.3M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-787- 19.74% |
$169K - $189K
|
3.2K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-797- 29.95% |
$171K - $192K
|
1.86K
$516K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-803- 20.43% |
$172K - $193K
|
3.13K
$866K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-804- 22.94% |
$173K - $193K
|
2.7K
$748K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-824- 2.23% |
$177K - $198K
|
36.1K
$9.99M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-896- 6.12% |
$192K - $215K
|
13.7K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-945- 0.93% |
$203K - $227K
|
101K
$27.9M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-945- 1.49% |
$203K - $227K
|
62.5K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-950- 2.38% |
$204K - $228K
|
39K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1K- 2.44% |
$215K - $241K
|
40.1K
$11.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.01K- 3.99% |
$216K - $242K
|
24.2K
$6.69M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.02K- 48.57% |
$219K - $245K
|
1.08K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 11.75% |
$221K - $247K
|
7.72K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.08K- 6.34% |
$233K - $261K
|
16K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.08K- 34.58% |
$233K - $261K
|
2.05K
$568K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.1K- 15.67% |
$236K - $265K
|
5.92K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.11K- 4.82% |
$239K - $268K
|
22K
$6.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.13K- 3.87% |
$241K - $271K
|
28K
$7.74M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.14K- 3.61% |
$245K - $274K
|
30.5K
$8.43M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.2K- 4.76% |
$258K - $290K
|
24.1K
$6.67M
|