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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.65M+ 26848.86% |
$690M - $744M
|
2.66M
$739M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.74M+ 26870.95% |
$453M - $489M
|
1.75M
$486M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
60.2K+ 55.69% |
$15.7M - $16.9M
|
168K
$46.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
52.6KNew |
$13.7M - $14.8M
|
52.6K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
45.9KNew |
$12M - $12.9M
|
45.9K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
45K+ 7.15% |
$11.7M - $12.6M
|
674K
$187M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
38.1KNew |
$9.9M - $10.7M
|
38.1K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
29.8K+ 12.86% |
$7.77M - $8.38M
|
262K
$72.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
21.9K+ 5.28% |
$5.69M - $6.13M
|
436K
$121M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21.8K+ 119.31% |
$5.67M - $6.11M
|
40K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.4K+ 759.85% |
$5.57M - $6.01M
|
24.2K
$6.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20.9K+ 5.1% |
$5.45M - $5.87M
|
431K
$120M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
20.9K+ 5.1% |
$5.45M - $5.87M
|
431K
$120M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17.2K+ 21.51% |
$4.49M - $4.84M
|
97.4K
$27.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
16.9K+ 9.56% |
$4.4M - $4.74M
|
194K
$53.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
14KNew |
$3.65M - $3.94M
|
14K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
10.9K+ 6.2% |
$2.84M - $3.07M
|
187K
$52M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$2.66M - $2.87M
|
10.2K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
10K+ 24.57% |
$2.61M - $2.82M
|
50.9K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.22K+ 1.86% |
$2.14M - $2.31M
|
449K
$125M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.2K+ 37.01% |
$2.13M - $2.3M
|
30.3K
$8.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.85K+ 2.13% |
$1.78M - $1.92M
|
328K
$91.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
6.4KNew |
$1.67M - $1.8M
|
6.4K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.95K+ 687.86% |
$1.55M - $1.67M
|
6.82K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.6KNew |
$1.46M - $1.57M
|
5.6K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
5.41KNew |
$1.41M - $1.52M
|
5.41K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.91K+ 0.69% |
$1.28M - $1.38M
|
719K
$200M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.57KNew |
$1.19M - $1.28M
|
4.57K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
3.77KNew |
$980K - $1.06M
|
3.77K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.72KNew |
$967K - $1.04M
|
3.72K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.71K+ 39.67% |
$966K - $1.04M
|
13.1K
$3.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.68K+ 1.97% |
$958K - $1.03M
|
191K
$52.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.62K+ 18.62% |
$943K - $1.02M
|
23.1K
$6.41M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.6K+ 165.08% |
$936K - $1.01M
|
5.78K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.6KNew |
$936K - $1.01M
|
3.6K
$999K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.58K+ 0.93% |
$933K - $1.01M
|
388K
$108M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.58K+ 0.95% |
$932K - $1.01M
|
382K
$106M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.25K+ 2.9% |
$846K - $912K
|
115K
$32.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.19KNew |
$829K - $894K
|
3.19K
$885K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
3.14K+ 5.72% |
$817K - $881K
|
58K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.12K+ 10.96% |
$813K - $876K
|
31.6K
$8.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.03K+ 67.15% |
$789K - $851K
|
7.55K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.85K+ 0.73% |
$743K - $801K
|
391K
$109M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.76K+ 33.19% |
$717K - $773K
|
11.1K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.62K+ 3.18% |
$682K - $735K
|
84.9K
$23.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 3.08% |
$649K - $700K
|
83.5K
$23.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.44KNew |
$635K - $685K
|
2.44K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.43K+ 194.31% |
$631K - $681K
|
3.67K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
2.42K+ 15.16% |
$630K - $679K
|
18.4K
$5.11M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.4K+ 13.91% |
$624K - $673K
|
19.6K
$5.45M
|