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 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.6% |
$1.56K - $1.68K
|
1.01K
$259K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6+ 0.43% |
$1.56K - $1.68K
|
1.4K
$358K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.62% |
$1.3K - $1.4K
|
807
$206K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.09% |
$1.3K - $1.4K
|
5.74K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$1.3K - $1.4K
|
1.29K
$330K
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
5+ 0.57% |
$1.3K - $1.4K
|
886
$226K
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
5+ 0.62% |
$1.3K - $1.4K
|
815
$208K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4+ 0.42% |
$1.04K - $1.12K
|
957
$244K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.22% |
$1.04K - $1.12K
|
1.79K
$456K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.13% |
$1.04K - $1.12K
|
3.07K
$784K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4+ 0.34% |
$1.04K - $1.12K
|
1.19K
$304K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.07% |
$1.04K - $1.12K
|
5.48K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4+ 0.18% |
$1.04K - $1.12K
|
2.19K
$559K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4New |
$1.04K - $1.12K
|
4
$1.02K
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.22% |
$781 - $842
|
1.39K
$355K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$781 - $842
|
3
$766
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3+ 0.06% |
$781 - $842
|
5.4K
$1.38M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.25% |
$781 - $842
|
1.19K
$305K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$521 - $561
|
2.32K
$593K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2+ 0.23% |
$521 - $561
|
890
$227K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.26% |
$521 - $561
|
778
$199K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.29% |
$521 - $561
|
686
$175K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.45% |
$521 - $561
|
443
$113K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.23% |
$521 - $561
|
876
$224K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.06% |
$521 - $561
|
3.53K
$902K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$521 - $561
|
2.01K
$514K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$260 - $281
|
19.7K
$5.04M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.0% |
$260 - $281
|
30.8K
$7.86M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.04% |
$260 - $281
|
2.76K
$704K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.42% |
$260 - $281
|
241
$61.6K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$260 - $281
|
3.55K
$906K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.05% |
$260 - $281
|
2.05K
$524K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.02% |
$260 - $281
|
5.77K
$1.47M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.43% |
$260 - $281
|
71
$18.1K
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.61% |
$260 - $281
|
164
$41.9K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.07% |
$260 - $281
|
1.51K
$386K
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$260 - $281
|
4.51K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$260 - $281
|
4.85K
$1.24M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$260 - $281
|
6.04K
$1.54M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.16% |
$260 - $281
|
612
$156K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$260 - $281
|
3.08K
$786K
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1- 0.01% |
$260 - $281
|
8.64K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1- 0.04% |
$260 - $281
|
2.75K
$702K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1- 0.11% |
$260 - $281
|
896
$229K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1- 0.02% |
$260 - $281
|
4.01K
$1.02M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2- 0.19% |
$521 - $561
|
1.07K
$274K
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2- 0.57% |
$521 - $561
|
346
$88.4K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 20.0% |
$781 - $842
|
12
$3.07K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3- 0.1% |
$781 - $842
|
3.11K
$794K
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3- 0.02% |
$781 - $842
|
15.5K
$3.96M
|