Purchases and Sales Made in Q4 2024 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
102+ 3.64% |
$26.5K - $28.6K
|
2.9K
$806K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 9.63% |
$26K - $28.1K
|
1.14K
$316K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.71% |
$25.2K - $27.2K
|
13.7K
$3.81M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
93New |
$24.2K - $26.1K
|
93
$25.8K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
87New |
$22.6K - $24.4K
|
87
$24.2K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
85+ 10.07% |
$22.1K - $23.9K
|
929
$258K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
80New |
$20.8K - $22.5K
|
80
$22.2K
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
71+ 2.68% |
$18.5K - $19.9K
|
2.72K
$755K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
65+ 8.21% |
$16.9K - $18.2K
|
857
$238K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
65+ 0.57% |
$16.9K - $18.2K
|
11.5K
$3.18M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
65+ 3.27% |
$16.9K - $18.2K
|
2.05K
$570K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
64+ 5.47% |
$16.7K - $18K
|
1.24K
$343K
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
60+ 0.53% |
$15.6K - $16.8K
|
11.5K
$3.19M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
53+ 6.06% |
$13.8K - $14.9K
|
928
$258K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52+ 2.03% |
$13.5K - $14.6K
|
2.61K
$725K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
51+ 3.02% |
$13.3K - $14.3K
|
1.74K
$482K
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
47+ 19.11% |
$12.2K - $13.2K
|
293
$81.4K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 1.99% |
$11.7K - $12.6K
|
2.31K
$640K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
44+ 5.43% |
$11.5K - $12.3K
|
855
$237K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41+ 0.36% |
$10.7K - $11.5K
|
11.6K
$3.21M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 0.29% |
$10.4K - $11.2K
|
13.6K
$3.79M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
36+ 1.3% |
$9.37K - $10.1K
|
2.81K
$780K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
33+ 110.0% |
$8.59K - $9.26K
|
63
$17.5K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.63% |
$8.59K - $9.26K
|
5.26K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
29+ 0.61% |
$7.55K - $8.14K
|
4.78K
$1.33M
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
29+ 0.63% |
$7.55K - $8.14K
|
4.6K
$1.28M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
27+ 0.72% |
$7.03K - $7.58K
|
3.8K
$1.05M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
25+ 0.18% |
$6.51K - $7.02K
|
14.3K
$3.97M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
25+ 4.2% |
$6.51K - $7.02K
|
620
$172K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
24New |
$6.25K - $6.74K
|
24
$6.67K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18+ 0.1% |
$4.68K - $5.05K
|
18K
$4.99M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.35% |
$4.42K - $4.77K
|
4.81K
$1.33M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
16+ 0.63% |
$4.16K - $4.49K
|
2.56K
$712K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
16+ 0.46% |
$4.16K - $4.49K
|
3.5K
$972K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.28% |
$3.9K - $4.21K
|
5.33K
$1.48M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 1.53% |
$3.9K - $4.21K
|
998
$277K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 3.59% |
$3.9K - $4.21K
|
433
$120K
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15+ 0.62% |
$3.9K - $4.21K
|
2.42K
$672K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
14New |
$3.64K - $3.93K
|
14
$3.89K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 216.67% |
$3.38K - $3.65K
|
19
$5.28K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12+ 1.04% |
$3.12K - $3.37K
|
1.16K
$323K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12+ 0.05% |
$3.12K - $3.37K
|
26K
$7.23M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.63% |
$2.86K - $3.09K
|
1.76K
$489K
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.46% |
$2.86K - $3.09K
|
2.42K
$671K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11New |
$2.86K - $3.09K
|
11
$3.06K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11+ 0.21% |
$2.86K - $3.09K
|
5.26K
$1.46M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
11+ 0.1% |
$2.86K - $3.09K
|
10.8K
$3.01M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$2.34K - $2.53K
|
2.84K
$790K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.16% |
$2.34K - $2.53K
|
5.79K
$1.61M
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.49% |
$1.82K - $1.96K
|
1.45K
$402K
|