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 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.14KNew |
$196K - $216K
|
1.14K
$311K
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.1KNew |
$190K - $209K
|
1.1K
$302K
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.1KNew |
$190K - $209K
|
1.1K
$302K
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$189K - $208K
|
1.09K
$300K
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.07KNew |
$185K - $204K
|
1.07K
$294K
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
997+ 15.94% |
$172K - $190K
|
7.25K
$1.99M
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
981+ 22.78% |
$170K - $187K
|
5.29K
$1.45M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
967+ 0.36% |
$167K - $184K
|
268K
$73.6M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
959+ 46.28% |
$166K - $183K
|
3.03K
$831K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
952+ 34.12% |
$164K - $181K
|
3.74K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
925+ 172.9% |
$160K - $176K
|
1.46K
$400K
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
893+ 18.78% |
$154K - $170K
|
5.65K
$1.55M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
873New |
$151K - $166K
|
873
$239K
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
871+ 2.39% |
$151K - $166K
|
37.3K
$10.2M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
859+ 226.05% |
$148K - $164K
|
1.24K
$340K
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
850+ 45.95% |
$147K - $162K
|
2.7K
$740K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
836+ 65.41% |
$144K - $159K
|
2.11K
$580K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
831+ 2.8% |
$144K - $158K
|
30.5K
$8.38M
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
800New |
$138K - $152K
|
800
$219K
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
798+ 24.04% |
$138K - $152K
|
4.12K
$1.13M
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
711+ 9.5% |
$123K - $135K
|
8.19K
$2.25M
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
667+ 22.23% |
$115K - $127K
|
3.67K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
625+ 8.85% |
$108K - $119K
|
7.69K
$2.11M
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
625+ 21.84% |
$108K - $119K
|
3.49K
$956K
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
589+ 18.25% |
$102K - $112K
|
3.82K
$1.05M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
580+ 0.54% |
$100K - $110K
|
109K
$29.8M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
568New |
$98.1K - $108K
|
568
$156K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
551+ 20.64% |
$95.2K - $105K
|
3.22K
$883K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
541+ 150.7% |
$93.5K - $103K
|
900
$247K
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
504+ 36.98% |
$87.1K - $95.9K
|
1.87K
$512K
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
476+ 1.74% |
$82.2K - $90.6K
|
27.9K
$7.64M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
459+ 433.02% |
$79.3K - $87.4K
|
565
$155K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
446+ 910.2% |
$77.1K - $84.9K
|
495
$136K
|
|
Apr 27, 2023
Q1 2023
|
Latigo Investments, LLC
|
BUY
|
- |
439+ 0.39% |
$75.9K - $83.6K
|
113K
$30.9M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
422+ 4.45% |
$72.9K - $80.3K
|
9.9K
$2.71M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
422+ 1.74% |
$72.9K - $80.3K
|
24.7K
$6.76M
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
418New |
$72.2K - $79.6K
|
418
$115K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
416New |
$71.9K - $79.2K
|
416
$114K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
409+ 117.87% |
$70.7K - $77.9K
|
756
$207K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
404+ 20.2% |
$69.8K - $76.9K
|
2.4K
$659K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
403New |
$69.6K - $76.7K
|
403
$111K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
392+ 23.47% |
$67.7K - $74.6K
|
2.06K
$565K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
390+ 0.53% |
$67.4K - $74.2K
|
73.9K
$20.3M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
387+ 6.46% |
$66.9K - $73.7K
|
6.38K
$1.75M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
385New |
$66.5K - $73.3K
|
385
$106K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
382+ 1.61% |
$66K - $72.7K
|
24.1K
$6.61M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
372+ 17.11% |
$64.3K - $70.8K
|
2.55K
$698K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
370+ 3.29% |
$63.9K - $70.4K
|
11.6K
$3.19M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
370+ 3.29% |
$63.9K - $70.4K
|
11.6K
$3.19M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
366New |
$63.2K - $69.7K
|
366
$100K
|