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 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.23% |
$2.07K - $2.28K
|
5.22K
$1.61M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12+ 0.4% |
$2.07K - $2.28K
|
3.01K
$927K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.36% |
$2.07K - $2.28K
|
3.32K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.38% |
$2.07K - $2.28K
|
3.14K
$968K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11+ 0.1% |
$1.9K - $2.09K
|
10.6K
$3.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$1.9K - $2.09K
|
5.06K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.22% |
$1.73K - $1.9K
|
4.52K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.19% |
$1.56K - $1.71K
|
4.76K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
8+ 0.31% |
$1.38K - $1.52K
|
2.6K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8+ 0.4% |
$1.38K - $1.52K
|
1.99K
$612K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8+ 0.11% |
$1.38K - $1.52K
|
7.09K
$2.18M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8+ 0.29% |
$1.38K - $1.52K
|
2.77K
$855K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8+ 0.35% |
$1.38K - $1.52K
|
2.3K
$707K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
7+ 0.41% |
$1.21K - $1.33K
|
1.72K
$530K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.35% |
$1.21K - $1.33K
|
2.01K
$620K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.18% |
$1.21K - $1.33K
|
3.79K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6+ 0.38% |
$1.04K - $1.14K
|
1.57K
$485K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6+ 0.1% |
$1.04K - $1.14K
|
5.78K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.15% |
$1.04K - $1.14K
|
3.99K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.1% |
$864 - $952
|
5.2K
$1.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5+ 0.02% |
$864 - $952
|
24.4K
$7.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.79% |
$864 - $952
|
634
$195K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.02% |
$864 - $952
|
26.1K
$8.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4+ 0.18% |
$691 - $761
|
2.26K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$691 - $761
|
18K
$5.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
4+ 1.1% |
$691 - $761
|
366
$113K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 0.07% |
$691 - $761
|
5.54K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4+ 0.14% |
$691 - $761
|
2.79K
$859K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
4+ 0.34% |
$691 - $761
|
1.17K
$360K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.37% |
$518 - $571
|
805
$248K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.09% |
$518 - $571
|
3.53K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$518 - $571
|
4.84K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.03% |
$518 - $571
|
10.4K
$3.22M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
3+ 0.13% |
$518 - $571
|
2.3K
$709K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
3+ 0.02% |
$518 - $571
|
13.6K
$4.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$518 - $571
|
659
$203K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3+ 0.1% |
$518 - $571
|
3.04K
$937K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$346 - $381
|
9.48K
$2.92M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$346 - $381
|
2
$616
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$346 - $381
|
25.1K
$7.72M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$346 - $381
|
3.76K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.22% |
$346 - $381
|
900
$277K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 3.33% |
$173 - $190
|
31
$9.55K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.02% |
$173 - $190
|
4.89K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.63% |
$173 - $190
|
160
$49.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.19% |
$173 - $190
|
515
$159K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$173 - $190
|
7.51K
$2.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.16% |
$173 - $190
|
612
$189K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.02% |
$173 - $190
|
5.04K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.07% |
$173 - $190
|
1.52K
$469K
|