Purchases and Sales Made in Q1 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.9M+ 2138.66% |
$4.82B - $5.31B
|
29.2M
$8B
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16M+ 19730.05% |
$547M - $602M
|
3.18M
$872M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
719K+ 6931.82% |
$124M - $137M
|
730K
$200M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
222K+ 44.89% |
$38.3M - $42.2M
|
716K
$196M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
171K+ 1.06% |
$29.6M - $32.6M
|
16.3M
$4.47B
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
114KNew |
$19.6M - $21.6M
|
114K
$31.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
113KNew |
$19.4M - $21.4M
|
113K
$30.9M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
98.2K+ 32.05% |
$17M - $18.7M
|
405K
$111M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
95.9K+ 15.13% |
$16.6M - $18.3M
|
730K
$200M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
92.7K+ 11.44% |
$16M - $17.6M
|
903K
$248M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.7K+ 5.86% |
$9.97M - $11M
|
1.04M
$286M
|
|
|
May 15, 2023
Q1 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
53.1K+ 2.6% |
$9.18M - $10.1M
|
2.09M
$574M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
52.8K+ 773.12% |
$9.12M - $10M
|
59.6K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
50.5K+ 64.11% |
$8.73M - $9.62M
|
129K
$35.5M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
48.2K+ 11.05% |
$8.33M - $9.18M
|
484K
$133M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.9K+ 8.76% |
$7.41M - $8.16M
|
532K
$146M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
42.5KNew |
$7.34M - $8.08M
|
42.5K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
41.1K+ 3.27% |
$7.11M - $7.83M
|
1.3M
$356M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
38KNew |
$6.56M - $7.23M
|
38K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
25K+ 250.0% |
$4.32M - $4.76M
|
35K
$9.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
25K+ 5.83% |
$4.31M - $4.75M
|
453K
$124M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
24.9K+ 5.82% |
$4.3M - $4.74M
|
453K
$124M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
24.2K+ 4.83% |
$4.17M - $4.6M
|
524K
$144M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
22KNew |
$3.8M - $4.19M
|
22K
$6.03M
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
21.4K+ 279.38% |
$3.7M - $4.08M
|
29.1K
$7.98M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
20.5K+ 30.84% |
$3.54M - $3.9M
|
86.9K
$23.8M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20.3K+ 39061.54% |
$3.51M - $3.87M
|
20.4K
$5.58M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18.7K+ 38.44% |
$3.24M - $3.57M
|
67.5K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.2K+ 0.82% |
$2.97M - $3.28M
|
2.12M
$582M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.2K+ 1.72% |
$2.97M - $3.28M
|
1.02M
$279M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.2K+ 3.78% |
$2.97M - $3.27M
|
472K
$129M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17K+ 0.56% |
$2.94M - $3.24M
|
3.05M
$836M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.7K+ 22.79% |
$2.89M - $3.19M
|
90.2K
$24.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
15.7KNew |
$2.72M - $3M
|
15.7K
$4.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 4.05% |
$2.68M - $2.95M
|
398K
$109M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14.8KNew |
$2.55M - $2.81M
|
14.8K
$4.05M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14.6KNew |
$2.53M - $2.79M
|
14.6K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 3.99% |
$2.49M - $2.75M
|
376K
$103M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.7K+ 10.8% |
$2.19M - $2.42M
|
130K
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12KNew |
$2.08M - $2.29M
|
12K
$3.3M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
12KNew |
$2.07M - $2.28M
|
12K
$3.29M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.9KNew |
$1.89M - $2.08M
|
10.9K
$2.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.5K+ 594.18% |
$1.82M - $2M
|
12.3K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.2KNew |
$1.76M - $1.94M
|
10.2K
$2.8M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.6K+ 5131.55% |
$1.66M - $1.83M
|
9.78K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.2K+ 2.69% |
$1.59M - $1.75M
|
351K
$96.3M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9K+ 9.05% |
$1.56M - $1.71M
|
108K
$29.7M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
8.89K+ 552.02% |
$1.54M - $1.69M
|
10.5K
$2.88M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.84K+ 3.8% |
$1.53M - $1.68M
|
241K
$66.2M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.74K+ 3.72% |
$1.51M - $1.66M
|
243K
$66.8M
|