Purchases and Sales Made in Q2 2024 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
683+ 17.92% |
$155K - $172K
|
4.5K
$1.25M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
683New |
$155K - $172K
|
683
$190K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
680+ 232.88% |
$155K - $171K
|
972
$270K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
675+ 2.17% |
$153K - $170K
|
31.8K
$8.83M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
670+ 4.45% |
$152K - $169K
|
15.7K
$4.37M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
643+ 2.6% |
$146K - $162K
|
25.4K
$7.04M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
629+ 8.91% |
$143K - $158K
|
7.69K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
625+ 7.74% |
$142K - $157K
|
8.7K
$2.42M
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
621+ 47.15% |
$141K - $156K
|
1.94K
$538K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
600+ 32.43% |
$136K - $151K
|
2.45K
$681K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
566+ 5.17% |
$129K - $142K
|
11.5K
$3.2M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
552+ 1.81% |
$125K - $139K
|
31K
$8.61M
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
537+ 7.42% |
$122K - $135K
|
7.77K
$2.16M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
534+ 2.21% |
$121K - $134K
|
24.7K
$6.85M
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
516+ 0.39% |
$117K - $130K
|
133K
$37.1M
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
500+ 0.97% |
$114K - $126K
|
52.2K
$14.5M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
484+ 5.95% |
$110K - $122K
|
8.63K
$2.4M
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
482+ 8.7% |
$110K - $121K
|
6.02K
$1.67M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
465+ 43.99% |
$106K - $117K
|
1.52K
$423K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
451+ 30.05% |
$102K - $113K
|
1.95K
$542K
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
446+ 6.17% |
$101K - $112K
|
7.67K
$2.13M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
438+ 9.06% |
$99.5K - $110K
|
5.28K
$1.47M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
437+ 12.39% |
$99.3K - $110K
|
3.96K
$1.1M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
419+ 1.45% |
$95.2K - $105K
|
29.4K
$8.16M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
416+ 533.33% |
$94.5K - $105K
|
494
$137K
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
408+ 6.78% |
$92.7K - $103K
|
6.42K
$1.78M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
397+ 37.7% |
$90.2K - $99.9K
|
1.45K
$403K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
397+ 13.25% |
$90.2K - $99.9K
|
3.39K
$942K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
375New |
$85.2K - $94.4K
|
375
$104K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
367New |
$83.4K - $92.4K
|
367
$102K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
364+ 7.21% |
$82.7K - $91.6K
|
5.41K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
363+ 8.23% |
$82.5K - $91.3K
|
4.78K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
355+ 5.54% |
$80.7K - $89.3K
|
6.77K
$1.88M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
350+ 1.63% |
$79.5K - $88.1K
|
21.8K
$6.06M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
345+ 17.91% |
$78.4K - $86.8K
|
2.27K
$631K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
319+ 10.52% |
$72.5K - $80.3K
|
3.35K
$931K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
316+ 0.67% |
$71.8K - $79.5K
|
47.6K
$13.2M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 4.12% |
$71.1K - $78.8K
|
7.9K
$2.19M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
308+ 5.39% |
$70K - $77.5K
|
6.02K
$1.67M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
306+ 0.81% |
$69.5K - $77K
|
38.1K
$10.6M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
300New |
$68.2K - $75.5K
|
300
$83.3K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
299+ 0.98% |
$68K - $75.2K
|
30.8K
$8.56M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
292+ 0.33% |
$66.4K - $73.5K
|
89.3K
$24.8M
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
276+ 0.18% |
$62.7K - $69.5K
|
158K
$43.9M
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
273+ 4.89% |
$62K - $68.7K
|
5.85K
$1.63M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
268+ 5.74% |
$60.9K - $67.4K
|
4.93K
$1.37M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
261+ 6.5% |
$59.3K - $65.7K
|
4.28K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255New |
$58K - $64.2K
|
255
$70.8K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
250+ 0.69% |
$56.8K - $62.9K
|
36.3K
$10.1M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
247+ 7.47% |
$56.1K - $62.2K
|
3.55K
$987K
|