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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.89KNew |
$327K - $360K
|
1.89K
$519K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.89K+ 6.99% |
$327K - $360K
|
29K
$7.94M
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.84KNew |
$318K - $351K
|
1.84K
$505K
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.84KNew |
$317K - $350K
|
1.84K
$504K
|
|
May 15, 2023
Q1 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
1.82KNew |
$315K - $347K
|
1.82K
$499K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.82K+ 7.37% |
$314K - $346K
|
26.4K
$7.25M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 36.12% |
$314K - $346K
|
6.84K
$1.88M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 21.86% |
$314K - $346K
|
10.1K
$2.77M
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.8KNew |
$311K - $343K
|
1.8K
$494K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.8K+ 131.36% |
$311K - $342K
|
3.17K
$868K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.79KNew |
$310K - $341K
|
1.79K
$492K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.74K+ 11.58% |
$300K - $331K
|
16.8K
$4.59M
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.7K+ 11.41% |
$294K - $324K
|
16.6K
$4.56M
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 8.4% |
$294K - $324K
|
22K
$6.02M
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.69K+ 1.11% |
$292K - $322K
|
154K
$42.4M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.65K+ 107.77% |
$285K - $314K
|
3.18K
$872K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1.64K+ 4.83% |
$284K - $312K
|
35.6K
$9.77M
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.64K+ 6.34% |
$284K - $312K
|
27.5K
$7.55M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.62KNew |
$280K - $308K
|
1.62K
$444K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.58K+ 11.56% |
$273K - $301K
|
15.3K
$4.19M
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.52K+ 4.53% |
$262K - $288K
|
35K
$9.59M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.51KNew |
$261K - $287K
|
1.51K
$414K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.51K+ 11.89% |
$260K - $287K
|
14.2K
$3.89M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.48KNew |
$256K - $282K
|
1.48K
$406K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.48K+ 22.92% |
$256K - $282K
|
7.94K
$2.18M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.46K+ 84.47% |
$252K - $278K
|
3.18K
$873K
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$246K - $271K
|
1.42K
$390K
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
1.42KNew |
$246K - $271K
|
1.42K
$390K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.4K+ 0.22% |
$242K - $266K
|
632K
$173M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.36K+ 1.47% |
$235K - $259K
|
94K
$25.8M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.35KNew |
$233K - $257K
|
1.35K
$370K
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.35KNew |
$233K - $256K
|
1.35K
$369K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.34KNew |
$231K - $255K
|
1.34K
$367K
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.34K+ 34.13% |
$231K - $255K
|
5.26K
$1.44M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33K+ 10.31% |
$230K - $254K
|
14.3K
$3.91M
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
BUY
|
- |
1.32K+ 2.1% |
$228K - $252K
|
64.4K
$17.7M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 12.14% |
$226K - $249K
|
12.1K
$3.32M
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.31K+ 7.16% |
$226K - $249K
|
19.6K
$5.36M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$224K - $247K
|
1.3K
$356K
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
1.28K+ 2.4% |
$222K - $244K
|
54.7K
$15M
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.26KNew |
$217K - $239K
|
1.26K
$344K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 45.51% |
$216K - $238K
|
3.99K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.24KNew |
$215K - $236K
|
1.24K
$341K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.24K+ 33.96% |
$214K - $236K
|
4.9K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.22K+ 2.68% |
$211K - $233K
|
46.9K
$12.9M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.21K+ 27.52% |
$210K - $231K
|
5.63K
$1.54M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
1.18K+ 97.92% |
$203K - $224K
|
2.38K
$651K
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.17KNew |
$202K - $222K
|
1.17K
$320K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.16KNew |
$201K - $222K
|
1.16K
$319K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.15KNew |
$199K - $219K
|
1.15K
$316K
|