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Vanguard Large-Cap ETF (VV) Institutional Ownership

Vanguard Large-Cap ETF logo
$275.31 +2.68 (+0.98%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Large-Cap ETF (NYSEARCA:VV)

Number of
Institutional Buyers
(last 12 months)
550
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
445
Total
Institutional Outflows
(last 12 months)
$832.15M
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VV Institutional Buying and Selling by Quarter

Vanguard Large-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Red Door Wealth Management LLC3,275$883K0.1%+3.6%0.002%
1/17/2025 Avior Wealth Management LLC22,859$6.17M0.2%-1.4%0.016%
1/17/2025 Mutual Advisors LLC2,287$624K0.0%-3.4%0.002%
1/17/2025 SMI Advisory Services LLC2,904$777K0.2%-28.3%0.002%
1/17/2025 Janney Montgomery Scott LLC84,881$22.89M0.1%+3.2%0.059%
1/17/2025 Bartlett & CO. Wealth Management LLC9,102$2.46M0.0%-1.9%0.006%
1/17/2025 GoalVest Advisory LLC685$185K0.1%-5.5%0.000%
1/17/2025 Daymark Wealth Partners LLC8,970$2.42M0.1%+2.3%0.006%
1/17/2025 Dakota Wealth Management5,597$1.51M0.0%N/A0.004%
1/17/2025 Sheets Smith Wealth Management11,854$3.20M0.4%+2.3%0.008%
1/17/2025 Beaumont Financial Advisors LLC10,522$2.84M0.2%-0.9%0.007%
1/17/2025 Verum Partners LLC1,109$299K0.1%-8.0%0.001%
1/17/2025 Farrell Financial LLC59,719$16.11M11.5%-1.3%0.042%
1/17/2025 Atomi Financial Group Inc.24,222$6.53M0.3%+759.9%0.017%
1/17/2025 Tarbox Family Office Inc.49,455$13.34M2.2%-1.8%0.034%
1/17/2025 Prosperity Planning Inc.1,497$404K0.1%-3.8%0.001%
1/16/2025 Royal Fund Management LLC9,520$2.59M0.2%-50.7%0.007%
1/16/2025 Rezny Wealth Management Inc.2,035$549K0.1%-14.7%0.001%
1/16/2025 Ballentine Partners LLC391,380$105.56M1.8%+0.7%0.272%
1/16/2025 Pure Financial Advisors LLC125,759$33.92M0.8%+0.6%0.087%
1/16/2025 Wealthquest Corp718,516$193.78M15.8%+0.7%0.500%
1/16/2025 Union Savings Bank293$79K0.0%+19.1%0.000%
1/16/2025 UMB Bank n.a.1,102$297K0.0%+1,227.7%0.001%
1/16/2025 BlueSky Wealth Advisors LLC83,539$22.53M3.5%+3.1%0.058%
1/16/2025 M.E. Allison & CO. Inc.1,574$425K0.5%N/A0.001%
1/16/2025 Ironwood Financial llc22,988$6.20M1.3%+5.8%0.016%
1/16/2025 Diversify Wealth Management LLC2,052$549K0.0%+3.3%0.001%
1/16/2025 City Holding Co.19,627$5.29M0.8%+13.9%0.014%
1/16/2025 Evanson Asset Management LLC13,022$3.51M0.2%-2.2%0.009%
1/16/2025 Kennicott Capital Management LLC83,703$22.58M11.6%-2.1%0.058%
1/16/2025 Perkins Coie Trust Co397$107K0.0%-10.0%0.000%
1/16/2025 Clarius Group LLC24,565$6.63M0.5%-3.2%0.017%
1/15/2025 Financial Management Professionals Inc.61,353$16.55M2.1%-0.6%0.043%
1/15/2025 Ameritas Advisory Services LLC30,339$8.18M0.3%+37.0%0.021%
1/15/2025 HB Wealth Management LLC31,090$8.39M0.1%+3.1%0.022%
1/15/2025 CGN Advisors LLC2,610$704K0.1%+2.0%0.002%
1/15/2025 Mason & Associates LLC436,013$117.59M35.1%+5.3%0.303%
1/15/2025 LongView Wealth Management3,164$853K0.3%-4.9%0.002%
1/15/2025 Helen Stephens Group LLC3,679$992K0.3%-25.2%0.003%
1/15/2025 Cranbrook Wealth Management LLC38,891$10.49M2.4%-1.4%0.027%
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1/15/2025 Sax Wealth Advisors LLC3,238$873K0.1%-8.8%0.002%
1/15/2025 Merit Financial Group LLC27,898$7.52M0.1%-1.6%0.019%
1/15/2025 Grant GrossMendelsohn LLC2,426$654K0.3%+11.2%0.002%
1/15/2025 FF Advisors LLC3,547$988K0.7%+10.5%0.002%
1/15/2025 Total Wealth Planning LLC1,167$315K0.0%-16.4%0.001%
1/15/2025 RDA Financial Network1,476$398K0.1%+47.5%0.001%
1/15/2025 Capital Planning LLC34,984$9.44M2.5%+5.0%0.024%
1/15/2025 KMG Fiduciary Partners LLC14,090$3.80M0.3%+3.3%0.010%
1/15/2025 Ritholtz Wealth Management17,745$4.79M0.1%-5.0%0.012%
1/14/2025 Sendero Wealth Management LLC3,185$859K0.1%N/A0.002%
1/14/2025 Roble Belko & Company Inc74,317$20.04M3.2%+1.2%0.052%
1/14/2025 Apella Capital LLC790$213K0.0%-5.3%0.001%
1/14/2025 Founders Grove Wealth Partners LLC38,054$10.26M3.0%N/A0.026%
1/14/2025 Acropolis Investment Management LLC151,414$40.84M2.4%-1.3%0.105%
1/14/2025 Park Avenue Securities LLC13,062$3.52M0.0%+39.7%0.009%
1/14/2025 Kathmere Capital Management LLC151,313$40.81M3.7%+1.0%0.105%
1/14/2025 Define Financial LLC2,374$640K0.5%N/A0.002%
1/14/2025 SeaCrest Wealth Management LLC5,336$1.44M0.2%-6.4%0.004%
1/14/2025 Gainplan LLC31,605$8.52M3.2%+11.0%0.022%
1/14/2025 PCA Investment Advisory Services Inc.8,911$2.40M1.1%-21.4%0.006%
1/13/2025 Grandview Asset Management LLC3,715$1.00M0.4%N/A0.003%
1/13/2025 PSI Advisors LLC344$93K0.0%-31.7%0.000%
1/13/2025 Ellenbecker Investment Group7,601$2.05M0.4%-3.1%0.005%
1/13/2025 Sentinel Pension Advisors Inc.746$201K0.0%N/A0.001%
1/13/2025 Atmos Advisory LLC60,815$16.40M11.4%+2.3%0.042%
1/13/2025 Pallas Capital Advisors LLC8,259$2.23M0.1%+3.3%0.006%
1/13/2025 Sunflower Bank N.A.187,055$50.45M14.0%+6.2%0.130%
1/13/2025 Claro Advisors LLC6,437$1.74M0.2%-9.9%0.004%
1/13/2025 Abound Wealth Management13,649$3.68M1.2%+0.3%0.009%
1/13/2025 Wedmont Private Capital17,919$4.79M0.3%+2.2%0.012%
1/13/2025 Envision Financial LLC1,981$534K0.4%N/A0.001%
1/13/2025 Capital Investment Advisors LLC4,908$1.32M0.0%-9.8%0.003%
1/13/2025 ACT Advisors LLC.1,180$318K0.2%-24.3%0.001%
1/13/2025 City State Bank2,305$622K0.2%+2.0%0.002%
1/13/2025 Winthrop Advisory Group LLC2,255$608K0.1%-4.0%0.002%
1/13/2025 Crescent Sterling Ltd.3,000$809K0.8%-14.3%0.002%
1/10/2025 Heartwood Wealth Advisors LLC388,309$104.73M11.8%+0.9%0.270%
1/10/2025 Wealth Enhancement Advisory Services LLC190,542$50.17M0.1%+2.0%0.133%
1/10/2025 ORG Partners LLC199$54K0.0%N/A0.000%
1/10/2025 Baker Tilly Wealth Management LLC965$260K0.1%N/A0.001%
1/8/2025 Legacy Private Trust Co.6,274$1.69M0.1%-4.4%0.004%
1/8/2025 First Hawaiian Bank61,879$16.69M0.5%-2.4%0.043%
1/7/2025 FC Advisory LLC17,067$4.60M1.5%+3.8%0.012%
1/7/2025 Moller Wealth Partners88,259$23.80M6.3%-4.4%0.061%
1/7/2025 Horizons Wealth Management50,904$13.73M10.5%+0.7%0.035%
1/6/2025 Fortem Financial Group LLC11,472$3.09M1.2%+0.5%0.008%
1/3/2025 General Partner Inc.7,838$2.11M1.3%-8.7%0.005%
12/26/2024JPMorgan Chase & Co.180,853$47.62M0.0%+4.7%0.126%
12/13/2024B. Riley Wealth Advisors Inc.10,043$2.64M0.1%+8.2%0.007%
12/3/2024Garde Capital Inc.431,656$113.65M7.5%-0.5%0.300%
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11/27/2024Franklin Resources Inc.89,296$23.96M0.0%+0.0%0.062%
11/25/2024Synovus Financial Corp4,765$1.25M0.0%+47.1%0.003%
11/25/2024Destination Wealth Management49,299$12.98M0.4%-3.1%0.034%
11/25/2024Wilmington Savings Fund Society FSB14,619$3.85M0.1%+1,081.8%0.010%
11/25/2024World Investment Advisors LLC25,965$6.84M0.2%+3.3%0.018%
11/25/2024Sanctuary Advisors LLC23,515$6.45M0.0%-8.3%0.016%
11/22/2024Sculati Wealth Management LLC43,395$10.40M4.3%-29.3%0.030%
11/21/2024 Wealthquest Corp713,607$186.22M16.4%+959.3%0.496%
11/19/2024McIlrath & Eck LLC132,713$34.94M4.5%+13.9%0.092%
11/19/2024Ballentine Capital Advisors Inc1,250$329K0.2%-13.9%0.001%
(Data available from 1/1/2016 forward)

VV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VV shares?

During the previous two years, 1,063 institutional investors and hedge funds held shares of Vanguard Large-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($3.64B), Creative Planning ($3.38B), National Mutual Insurance Federation of Agricultural Cooperatives ($1.14B), Vanguard Group Inc. ($765.31M), Charles Schwab Investment Management Inc. ($762.37M), Northwestern Mutual Wealth Management Co. ($617.07M), and Strategic Financial Concepts LLC ($610.91M).Learn more on VV's institutional investors.

Which institutional investors have been buying Vanguard Large-Cap ETF stock?

Of the 869 institutional investors that purchased Vanguard Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($27.87M), EP Wealth Advisors LLC ($3.19M), Strategic Financial Concepts LLC ($2.45M), Charles Schwab Investment Management Inc. ($1.59M), Axxcess Wealth Management LLC ($1.12M), TIAA Trust National Association ($1.07M), and Creative Planning ($966.31K).

How much institutional buying is happening at Vanguard Large-Cap ETF?

Institutional investors have bought a total of 55,908,397 shares in the last 24 months. This purchase volume represents approximately $11.18B in transactions.

Which Vanguard Large-Cap ETF major shareholders have been selling company stock?

Of the 659 institutional investors that sold Vanguard Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($28.40M), National Mutual Insurance Federation of Agricultural Cooperatives ($2.38M), Moneta Group Investment Advisors LLC ($678.89K), Samlyn Capital LLC ($528.94K), Charles Schwab Investment Management Inc. ($368.42K), Carlson Capital Management ($342.40K), and Goldman Sachs Group Inc. ($305.35K).

How much institutional selling is happening at Vanguard Large-Cap ETF?

Institutional investors have sold a total of 38,521,273 shares in the last 24 months. This volume of shares sold represents approximately $7.79B in transactions.



This page (NYSEARCA:VV) was last updated on 1/21/2025 by MarketBeat.com Staff
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