Latest Institutional Transactions on Vanguard Large Cap ETF (VV)
This table provides information on the latest institutional transactions involving Vanguard Large Cap ETF (VV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.67KNew |
$313K - $365K
|
1.67K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.22KNew |
$229K - $267K
|
1.22K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
89New |
$16.7K - $19.5K
|
89
$24.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
948New |
$178K - $208K
|
948
$263K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.21KNew |
$228K - $266K
|
1.21K
$336K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.01KNew |
$189K - $220K
|
1.01K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$376 - $438
|
2
$555
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
330New |
$62K - $72.3K
|
330
$91.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
4.41KNew |
$829K - $966K
|
4.41K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.06% |
$564 - $658
|
4.89K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-798- 24.98% |
$150K - $175K
|
2.4K
$664K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-150- 8.0% |
$28.2K - $32.9K
|
1.73K
$478K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 0.12% |
$752 - $877
|
3.44K
$953K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$6.39K - $7.45K
|
34
$9.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.3K+ 4.11% |
$4.19M - $4.88M
|
564K
$156M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-785- 5.14% |
$148K - $172K
|
14.5K
$4.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.07KNew |
$201K - $235K
|
1.07K
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
384New |
$72.2K - $84.2K
|
384
$106K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
154New |
$29K - $33.8K
|
154
$42.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1KNew |
$188K - $219K
|
1K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
48New |
$9.02K - $10.5K
|
48
$13.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.58KNew |
$1.05M - $1.22M
|
5.58K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
375+ 15.79% |
$70.5K - $82.2K
|
2.75K
$763K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
310New |
$58.3K - $67.9K
|
310
$86K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-2.2K- 60.45% |
$413K - $482K
|
1.44K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.26K- 44.68% |
$425K - $496K
|
2.8K
$777K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
89+ 2.65% |
$16.7K - $19.5K
|
3.45K
$955K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7New |
$1.32K - $1.53K
|
7
$1.94K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
50+ 4.88% |
$9.4K - $11K
|
1.08K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.16KNew |
$593K - $692K
|
3.16K
$875K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
13+ 1.13% |
$2.44K - $2.85K
|
1.16K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
422New |
$79.3K - $92.5K
|
422
$117K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27KNew |
$5.08M - $5.92M
|
27K
$7.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-156- 12.48% |
$29.3K - $34.2K
|
1.09K
$303K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.16KNew |
$593K - $691K
|
3.16K
$875K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.56% |
$188 - $219
|
40
$11.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.95KNew |
$366K - $426K
|
1.95K
$539K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.02KNew |
$191K - $222K
|
1.02K
$281K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-11.6K- 24.12% |
$2.18M - $2.54M
|
36.4K
$10.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
62+ 0.68% |
$11.7K - $13.6K
|
9.18K
$2.55M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$18.8K - $21.9K
|
100
$27.7K
|
|
| Q3 2023 | |||||||
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-38- 50.0% |
$7.41K - $7.96K
|
38
$10.5K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 1.36% |
$6.44K - $6.92K
|
2.39K
$663K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$585 - $629
|
3
$832
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.3% |
$1.37K - $1.47K
|
2.31K
$640K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-155- 10.1% |
$30.2K - $32.5K
|
1.38K
$383K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-109- 6.88% |
$21.3K - $22.8K
|
1.48K
$409K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-28.9K- 95.4% |
$5.63M - $6.05M
|
1.39K
$386K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
182New |
$35.5K - $38.1K
|
182
$50.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6+ 0.41% |
$1.17K - $1.26K
|
1.46K
$405K
|
|