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 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$2.36M - $2.65M
|
11K
$3.05M
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.9K+ 101.0% |
$2.33M - $2.61M
|
21.6K
$5.98M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$2.15M - $2.41M
|
10K
$2.78M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.74KNew |
$2.09M - $2.34M
|
9.74K
$2.7M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.46K+ 628.64% |
$2.03M - $2.28M
|
11K
$3.04M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.21K+ 19.82% |
$1.98M - $2.21M
|
55.7K
$15.4M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.78KNew |
$1.88M - $2.11M
|
8.78K
$2.43M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.32K+ 40.31% |
$1.78M - $2M
|
29K
$8.02M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.96K+ 22.04% |
$1.71M - $1.91M
|
44.1K
$12.2M
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.63K+ 134.4% |
$1.64M - $1.84M
|
13.3K
$3.69M
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.29K+ 276.23% |
$1.56M - $1.75M
|
9.93K
$2.75M
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
6.69K+ 840.58% |
$1.44M - $1.61M
|
7.49K
$2.07M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.56KNew |
$1.41M - $1.58M
|
6.56K
$1.82M
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
6.02KNew |
$1.29M - $1.45M
|
6.02K
$1.67M
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.87K+ 1.64% |
$1.26M - $1.41M
|
365K
$101M
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.77K+ 29.37% |
$1.24M - $1.39M
|
25.4K
$7.04M
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.55KNew |
$1.19M - $1.34M
|
5.55K
$1.54M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5.31K+ 182.18% |
$1.14M - $1.28M
|
8.22K
$2.28M
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
5.07K+ 512.34% |
$1.09M - $1.22M
|
6.06K
$1.68M
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.75K+ 1089.91% |
$1.02M - $1.14M
|
5.19K
$1.44M
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
4.7K+ 54.85% |
$1.01M - $1.13M
|
13.3K
$3.67M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.46K+ 140.57% |
$958K - $1.07M
|
7.64K
$2.12M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.28KNew |
$919K - $1.03M
|
4.28K
$1.19M
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.22KNew |
$906K - $1.02M
|
4.22K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.1KNew |
$881K - $987K
|
4.1K
$1.14M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.93K+ 0.68% |
$844K - $946K
|
581K
$161M
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.83K+ 2.49% |
$821K - $920K
|
158K
$43.7M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.61K+ 53.05% |
$776K - $869K
|
10.4K
$2.89M
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.61K+ 9500.0% |
$775K - $868K
|
3.65K
$1.01M
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
3.55KNew |
$762K - $854K
|
3.55K
$983K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.54K+ 33.47% |
$759K - $851K
|
14.1K
$3.91M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.08KNew |
$660K - $740K
|
3.08K
$852K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.03K+ 185.5% |
$651K - $729K
|
4.67K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.97K+ 12.04% |
$638K - $715K
|
27.7K
$7.66M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$621K - $696K
|
2.89K
$801K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 109.21% |
$616K - $690K
|
5.5K
$1.52M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.71K+ 20.77% |
$582K - $653K
|
15.8K
$4.37M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.69K+ 98.75% |
$578K - $647K
|
5.42K
$1.5M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.67KNew |
$573K - $643K
|
2.67K
$740K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.54K+ 12.92% |
$544K - $610K
|
22.2K
$6.14M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.51KNew |
$540K - $605K
|
2.51K
$696K
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.51K+ 6.13% |
$538K - $603K
|
43.4K
$12M
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.47K+ 79.65% |
$531K - $595K
|
5.58K
$1.55M
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
2.47K+ 121.1% |
$531K - $595K
|
4.52K
$1.25M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.45K+ 25.84% |
$526K - $589K
|
11.9K
$3.3M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.44KNew |
$524K - $588K
|
2.44K
$677K
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.42KNew |
$520K - $582K
|
2.42K
$671K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
2.4K+ 25.33% |
$514K - $576K
|
11.9K
$3.28M
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.4K+ 5.84% |
$514K - $576K
|
43.4K
$12M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.39K+ 198.67% |
$513K - $575K
|
3.6K
$996K
|