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
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
364+ 1.79% |
$62.9K - $69.3K
|
20.7K
$5.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
350+ 19.94% |
$60.5K - $66.6K
|
2.11K
$577K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
346+ 11.73% |
$59.8K - $65.9K
|
3.3K
$904K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
339+ 20.94% |
$58.6K - $64.5K
|
1.96K
$537K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
320+ 615.38% |
$55.3K - $60.9K
|
372
$102K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
318+ 12.36% |
$54.9K - $60.5K
|
2.89K
$793K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
313+ 1.92% |
$54.1K - $59.6K
|
16.6K
$4.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
307+ 8.52% |
$53K - $58.4K
|
3.91K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
303+ 19.7% |
$52.4K - $57.7K
|
1.84K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
301+ 17.69% |
$52K - $57.3K
|
2K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
291+ 10.59% |
$50.3K - $55.4K
|
3.04K
$833K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
289+ 5.59% |
$49.9K - $55K
|
5.46K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
288+ 21.05% |
$49.8K - $54.8K
|
1.66K
$454K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
270+ 2.92% |
$46.7K - $51.4K
|
9.52K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
268+ 2.57% |
$46.3K - $51K
|
10.7K
$2.93M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
255+ 8.87% |
$44.1K - $48.5K
|
3.13K
$858K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
244+ 0.56% |
$42.2K - $46.4K
|
44K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
237+ 1.04% |
$41K - $45.1K
|
23K
$6.3M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
234+ 6.53% |
$40.4K - $44.5K
|
3.82K
$1.05M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
226+ 2.18% |
$39.1K - $43K
|
10.6K
$2.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
217New |
$37.5K - $41.3K
|
217
$59.5K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
217+ 1.97% |
$37.5K - $41.3K
|
11.3K
$3.09M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
208+ 90.83% |
$35.9K - $39.6K
|
437
$120K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
206+ 3.71% |
$35.6K - $39.2K
|
5.75K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
202+ 5.74% |
$34.9K - $38.5K
|
3.72K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
199+ 1.74% |
$34.4K - $37.9K
|
11.7K
$3.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
197+ 0.73% |
$34K - $37.5K
|
27K
$7.41M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
196+ 0.68% |
$33.9K - $37.3K
|
29K
$7.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
190+ 3.74% |
$32.8K - $36.2K
|
5.28K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
189New |
$32.7K - $36K
|
189
$51.8K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
188+ 3.44% |
$32.5K - $35.8K
|
5.65K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
175+ 10.19% |
$30.2K - $33.3K
|
1.89K
$519K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
165+ 3.36% |
$28.5K - $31.4K
|
5.08K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
151+ 0.34% |
$26.1K - $28.7K
|
44.6K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
150+ 5.44% |
$25.9K - $28.6K
|
2.91K
$797K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
148+ 3.06% |
$25.6K - $28.2K
|
4.98K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
146New |
$25.2K - $27.8K
|
146
$40K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
142+ 0.35% |
$24.5K - $27K
|
40.9K
$11.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
134+ 7.02% |
$23.2K - $25.5K
|
2.04K
$560K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
120+ 7.86% |
$20.7K - $22.8K
|
1.65K
$451K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
119+ 1.23% |
$20.6K - $22.7K
|
9.78K
$2.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
118+ 2.36% |
$20.4K - $22.5K
|
5.12K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
114+ 0.58% |
$19.7K - $21.7K
|
19.8K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 31.7% |
$19K - $20.9K
|
457
$125K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
104+ 1.04% |
$18K - $19.8K
|
10.1K
$2.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
99+ 1.06% |
$17.1K - $18.8K
|
9.44K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
98+ 0.2% |
$16.9K - $18.7K
|
48.5K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
96New |
$16.6K - $18.3K
|
96
$26.3K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
93+ 5.56% |
$16.1K - $17.7K
|
1.77K
$484K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
92+ 13.77% |
$15.9K - $17.5K
|
760
$208K
|