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 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-63- 1.47% |
$10.9K - $12K
|
4.23K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-63- 0.64% |
$10.9K - $12K
|
9.84K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-65- 1.57% |
$11.2K - $12.4K
|
4.06K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-68- 0.71% |
$11.7K - $12.9K
|
9.52K
$2.61M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-68- 1.58% |
$11.7K - $12.9K
|
4.22K
$1.16M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-70- 0.65% |
$12.1K - $13.3K
|
10.6K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-72- 1.49% |
$12.4K - $13.7K
|
4.75K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-72- 0.39% |
$12.4K - $13.7K
|
18.6K
$5.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-73- 2.25% |
$12.6K - $13.9K
|
3.18K
$871K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-74- 1.51% |
$12.8K - $14.1K
|
4.81K
$1.32M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75- 18.99% |
$13K - $14.3K
|
320
$87.8K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-76- 1.29% |
$13.1K - $14.5K
|
5.82K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-78- 6.78% |
$13.5K - $14.8K
|
1.07K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-79- 32.51% |
$13.7K - $15K
|
164
$45K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-81- 7.17% |
$14K - $15.4K
|
1.05K
$288K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-93- 35.5% |
$16.1K - $17.7K
|
169
$46.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-94- 6.98% |
$16.2K - $17.9K
|
1.25K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-95- 8.41% |
$16.4K - $18.1K
|
1.04K
$284K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-96- 8.74% |
$16.6K - $18.3K
|
1K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-98- 0.77% |
$16.9K - $18.7K
|
12.6K
$3.45M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-100- 0.45% |
$17.3K - $19K
|
22.3K
$6.1M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-100- 9.09% |
$17.3K - $19K
|
1K
$274K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
SELL
|
- |
-102- 3.56% |
$17.6K - $19.4K
|
2.76K
$758K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-102- 8.33% |
$17.6K - $19.4K
|
1.12K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-109- 8.18% |
$18.8K - $20.7K
|
1.22K
$335K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-110- 0.4% |
$19K - $20.9K
|
27.1K
$7.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-110- 16.54% |
$19K - $20.9K
|
555
$152K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-117- 0.37% |
$20.2K - $22.3K
|
31.7K
$8.68M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-120- 0.49% |
$20.7K - $22.8K
|
24.5K
$6.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-121- 3.66% |
$20.9K - $23K
|
3.19K
$875K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-122- 0.4% |
$21.1K - $23.2K
|
30.4K
$8.33M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-122- 1.71% |
$21.1K - $23.2K
|
7.03K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-123- 1.35% |
$21.3K - $23.4K
|
9.01K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-124- 8.4% |
$21.4K - $23.6K
|
1.35K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-133- 0.87% |
$23K - $25.3K
|
15.1K
$4.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-133- 1.77% |
$23K - $25.3K
|
7.39K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-134- 3.41% |
$23.2K - $25.5K
|
3.8K
$1.04M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-142- 59.17% |
$24.5K - $27K
|
98
$26.9K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 22.73% |
$25.9K - $28.6K
|
510
$140K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-151- 10.05% |
$26.1K - $28.7K
|
1.35K
$371K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-152- 3.32% |
$26.3K - $28.9K
|
4.43K
$1.21M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-153- 6.15% |
$26.4K - $29.1K
|
2.34K
$640K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-154- 1.14% |
$26.6K - $29.3K
|
13.4K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-156- 11.04% |
$27K - $29.7K
|
1.26K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-159- 3.08% |
$27.5K - $30.3K
|
5.01K
$1.37M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-161- 9.19% |
$27.8K - $30.6K
|
1.59K
$436K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-164- 3.66% |
$28.3K - $31.2K
|
4.32K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-172- 1.57% |
$29.7K - $32.7K
|
10.8K
$2.95M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-172- 8.24% |
$29.7K - $32.7K
|
1.92K
$525K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-175- 0.11% |
$30.2K - $33.3K
|
158K
$43.4M
|