Purchases and Sales Made in Q1 2025 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 2025. 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, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
14+ 0.1% |
$3.55K - $3.96K
|
14.3K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 2.95% |
$3.29K - $3.67K
|
453
$129K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.13% |
$3.29K - $3.67K
|
10.3K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
13+ 0.36% |
$3.29K - $3.67K
|
3.58K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
13+ 0.35% |
$3.29K - $3.67K
|
3.69K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13+ 0.15% |
$3.29K - $3.67K
|
8.86K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 0.09% |
$3.04K - $3.39K
|
13.7K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12+ 0.36% |
$3.04K - $3.39K
|
3.39K
$967K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.29% |
$2.53K - $2.83K
|
3.51K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 2.65% |
$2.28K - $2.54K
|
349
$99.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 0.23% |
$2.28K - $2.54K
|
3.87K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.07% |
$2.28K - $2.54K
|
12.6K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8+ 1.32% |
$2.03K - $2.26K
|
615
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.34% |
$2.03K - $2.26K
|
2.36K
$675K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
8+ 0.34% |
$2.03K - $2.26K
|
2.38K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8+ 1.57% |
$2.03K - $2.26K
|
518
$148K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.22% |
$1.77K - $1.98K
|
3.24K
$926K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
7+ 0.29% |
$1.77K - $1.98K
|
2.43K
$695K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.9% |
$1.77K - $1.98K
|
785
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.38% |
$1.52K - $1.7K
|
1.59K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
6+ 0.37% |
$1.52K - $1.7K
|
1.62K
$462K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.34% |
$1.52K - $1.7K
|
1.77K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.25% |
$1.52K - $1.7K
|
2.41K
$689K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5New |
$1.27K - $1.41K
|
5
$1.43K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5+ 0.09% |
$1.27K - $1.41K
|
5.78K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.13% |
$1.27K - $1.41K
|
3.96K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.37% |
$1.27K - $1.41K
|
1.35K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5+ 0.25% |
$1.27K - $1.41K
|
1.99K
$567K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.09% |
$1.27K - $1.41K
|
5.79K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$1.01K - $1.13K
|
1.41K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 0.56% |
$1.01K - $1.13K
|
712
$203K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.02% |
$1.01K - $1.13K
|
17.9K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4+ 0.32% |
$1.01K - $1.13K
|
1.24K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.13% |
$1.01K - $1.13K
|
2.97K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 0.29% |
$1.01K - $1.13K
|
1.39K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.02% |
$1.01K - $1.13K
|
25.7K
$7.35M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.18% |
$1.01K - $1.13K
|
2.2K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4+ 0.26% |
$1.01K - $1.13K
|
1.52K
$433K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.18% |
$1.01K - $1.13K
|
2.26K
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.38% |
$1.01K - $1.13K
|
1.05K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$760 - $848
|
5.74K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.37% |
$760 - $848
|
810
$231K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3+ 0.32% |
$760 - $848
|
932
$266K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.31% |
$760 - $848
|
973
$278K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3+ 0.34% |
$760 - $848
|
889
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.36% |
$760 - $848
|
839
$240K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.37% |
$760 - $848
|
818
$234K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.19% |
$760 - $848
|
1.58K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.17% |
$507 - $565
|
1.19K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$507 - $565
|
1.79K
$511K
|