Balanced Rock Investment Advisor Vanguard Large Cap ETF Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 7,792 shares of VV stock, worth $2.42 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

7,792

Previous 8,033 3.0%

Holding current value

$2.42 Million

Previous $2.29 Billion 4.67%

% of portfolio

1.75%

Previous 1.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$285.05 - $309.14 $68,697 - $74,502	-241 Reduced 3.0%	7,792 $2.4 Billion
Q2 2025 Aug 14, 2025	BUY	$228.25 - $285.3 $407,654 - $509,545	1,786 Added 28.59%	8,033 $2.29 Billion
Q1 2025 May 12, 2025	BUY	$253.32 - $282.66 $44,837 - $50,030	177 Added 2.92%	6,247 $1.61 Billion
Q4 2024 Feb 13, 2025	BUY	$260.27 - $280.65 $87,971 - $94,859	338 Added 5.9%	6,070 $1.64 Billion
Q3 2024 Nov 13, 2024	SELL	$236.92 - $263.4 $28,667 - $31,871	-121 Reduced 2.07%	5,732 $1.51 Billion

Q2 2024 Jul 31, 2024	BUY	$227.27 - $251.65 $62,044 - $68,700	273 Added 4.89%	5,853 $1.46 Billion
Q1 2024 May 13, 2024	BUY	$214.62 - $240.49 $530,969 - $594,972	2,474 Added 79.65%	5,580 $1.34 Billion
Q4 2023 Feb 13, 2024	BUY	$188.0 - $219.17 $583,928 - $680,742	3,106 New	3,106 $678 Million

Others Institutions Holding VV

# of Institutions

1,424

Shares Held

107M

Call Options Held

20.7K

Put Options Held

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Balanced Rock Investment Advisor Vanguard Large Cap ETF Transaction History