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 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
90+ 4.45% |
$15.6K - $17.1K
|
2.11K
$579K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
88+ 11.55% |
$15.2K - $16.8K
|
850
$233K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
86+ 2.84% |
$14.9K - $16.4K
|
3.11K
$853K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79+ 12.66% |
$13.7K - $15K
|
703
$193K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78New |
$13.5K - $14.8K
|
78
$21.4K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
78+ 4.66% |
$13.5K - $14.8K
|
1.75K
$480K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
77+ 5.34% |
$13.3K - $14.7K
|
1.52K
$417K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
77+ 1.25% |
$13.3K - $14.7K
|
6.23K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75+ 1.03% |
$13K - $14.3K
|
7.36K
$2.02M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
75+ 1.28% |
$13K - $14.3K
|
5.95K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
75+ 0.34% |
$13K - $14.3K
|
21.9K
$5.99M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71New |
$12.3K - $13.5K
|
71
$19.5K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
71+ 4.99% |
$12.3K - $13.5K
|
1.49K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
69+ 5.81% |
$11.9K - $13.1K
|
1.26K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
64New |
$11.1K - $12.2K
|
64
$17.6K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
63+ 2.17% |
$10.9K - $12K
|
2.97K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58+ 36.25% |
$10K - $11K
|
218
$59.8K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
56+ 3.11% |
$9.68K - $10.7K
|
1.85K
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
55+ 50.93% |
$9.5K - $10.5K
|
163
$44.7K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
53+ 4.12% |
$9.16K - $10.1K
|
1.34K
$367K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
48+ 0.8% |
$8.29K - $9.14K
|
6.03K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
46New |
$7.95K - $8.76K
|
46
$12.6K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
41+ 0.21% |
$7.08K - $7.8K
|
20K
$5.47M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.04% |
$7.08K - $7.8K
|
93.4K
$25.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
36New |
$6.22K - $6.85K
|
36
$9.87K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
36+ 1.17% |
$6.22K - $6.85K
|
3.12K
$856K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
34+ 21.66% |
$5.87K - $6.47K
|
191
$52.4K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
34+ 1.48% |
$5.87K - $6.47K
|
2.33K
$640K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
33+ 0.34% |
$5.7K - $6.28K
|
9.62K
$2.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
32+ 0.89% |
$5.53K - $6.09K
|
3.62K
$992K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
29+ 0.59% |
$5.01K - $5.52K
|
4.97K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
28+ 0.13% |
$4.84K - $5.33K
|
21.5K
$5.9M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
26+ 9.81% |
$4.49K - $4.95K
|
291
$79.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
25+ 0.3% |
$4.32K - $4.76K
|
8.32K
$2.28M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 1.46% |
$4.32K - $4.76K
|
1.74K
$477K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24+ 0.49% |
$4.15K - $4.57K
|
4.97K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.41% |
$4.15K - $4.57K
|
5.87K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
21+ 0.07% |
$3.63K - $4K
|
32.2K
$8.82M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.09% |
$3.11K - $3.43K
|
20.7K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
18+ 90.0% |
$3.11K - $3.43K
|
38
$10.4K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 0.49% |
$3.11K - $3.43K
|
3.69K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18+ 0.38% |
$3.11K - $3.43K
|
4.8K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.04% |
$2.94K - $3.24K
|
46.3K
$12.7M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 48.57% |
$2.94K - $3.24K
|
52
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.16% |
$2.59K - $2.86K
|
9.47K
$2.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
14+ 0.39% |
$2.42K - $2.67K
|
3.61K
$990K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.05% |
$2.25K - $2.47K
|
28.9K
$7.92M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.23% |
$2.07K - $2.28K
|
5.22K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12+ 0.4% |
$2.07K - $2.28K
|
3.01K
$825K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.36% |
$2.07K - $2.28K
|
3.32K
$911K
|