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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.24K- 1.53% |
$560K - $617K
|
208K
$57.1M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.27K- 0.64% |
$565K - $622K
|
505K
$138M
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.32K- 11.08% |
$573K - $631K
|
26.6K
$7.3M
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-3.32K- 39.64% |
$573K - $632K
|
5.05K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.33K- 44.07% |
$575K - $633K
|
4.22K
$1.16M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.55K- 1.08% |
$613K - $675K
|
325K
$89.1M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.57K- 13.12% |
$617K - $679K
|
23.6K
$6.48M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.57K- 1.0% |
$617K - $679K
|
352K
$96.4M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-3.61K- 20.98% |
$623K - $687K
|
13.6K
$3.73M
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.61K- 21.73% |
$624K - $687K
|
13K
$3.57M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-3.65K- 0.99% |
$631K - $695K
|
365K
$100M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.72K- 11.51% |
$643K - $708K
|
28.6K
$7.84M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.79K- 5.95% |
$654K - $721K
|
59.9K
$16.4M
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.94K- 8.0% |
$681K - $750K
|
45.3K
$12.4M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.94K- 2.18% |
$681K - $751K
|
177K
$48.6M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.08K- 38.76% |
$706K - $777K
|
6.45K
$1.77M
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-4.21K- 94.71% |
$727K - $801K
|
235
$64.4K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.39K- 8.85% |
$759K - $836K
|
45.2K
$12.4M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.64K- 16.87% |
$801K - $883K
|
22.9K
$6.27M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.73K- 14.69% |
$817K - $901K
|
27.5K
$7.54M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.95K- 6.45% |
$855K - $942K
|
71.8K
$19.7M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5K- 2.92% |
$863K - $951K
|
166K
$45.5M
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-5.07K- 8.28% |
$877K - $966K
|
56.2K
$15.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.75K- 1.5% |
$993K - $1.09M
|
377K
$103M
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.81K- 11.69% |
$1M - $1.11M
|
43.9K
$12M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.9K- 10.17% |
$1.02M - $1.12M
|
52.1K
$14.3M
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.26K- 31.47% |
$1.08M - $1.19M
|
13.6K
$3.73M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.5K- 6.88% |
$1.12M - $1.24M
|
88K
$24.1M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-6.57K- 5.73% |
$1.14M - $1.25M
|
108K
$29.7M
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-6.85K- 12.14% |
$1.18M - $1.3M
|
49.6K
$13.6M
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.59K- 14.27% |
$1.31M - $1.44M
|
45.6K
$12.5M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.98K- 7.82% |
$1.38M - $1.52M
|
94.1K
$25.8M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.25K- 29.02% |
$1.43M - $1.57M
|
20.2K
$5.53M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-8.54K- 16.39% |
$1.48M - $1.63M
|
43.6K
$11.9M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-8.59K- 86.18% |
$1.48M - $1.64M
|
1.38K
$378K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.73K- 3.6% |
$1.51M - $1.66M
|
234K
$64.1M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.6K- 98.09% |
$1.66M - $1.83M
|
187
$51.3K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.71K- 9.11% |
$1.68M - $1.85M
|
96.8K
$26.6M
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9.72K- 40.09% |
$1.68M - $1.85M
|
14.5K
$3.98M
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10K- 5.17% |
$1.74M - $1.91M
|
184K
$50.6M
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-10.1K- 65.04% |
$1.75M - $1.92M
|
5.43K
$1.49M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.3K- 46.72% |
$1.78M - $1.96M
|
11.7K
$3.22M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.8K- 2.75% |
$1.87M - $2.06M
|
383K
$105M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.3K- 19.18% |
$1.95M - $2.14M
|
47.5K
$13M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 33.34% |
$2.06M - $2.27M
|
23.9K
$6.54M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.6K- 15.86% |
$2.18M - $2.4M
|
66.9K
$18.3M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 51.88% |
$2.21M - $2.43M
|
11.8K
$3.25M
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-15.7K- 92.57% |
$2.7M - $2.98M
|
1.26K
$345K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-15.7K- 11.31% |
$2.71M - $2.99M
|
123K
$33.8M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.9K- 8.33% |
$3.27M - $3.61M
|
208K
$57.1M
|