Purchases and Sales Made in Q2 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-347- 0.78% |
$64K - $70.3K
|
44.3K
$12.1M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-349- 23.36% |
$64.3K - $70.7K
|
1.15K
$314K
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-350- 3.47% |
$64.5K - $71K
|
9.72K
$2.67M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-350- 32.05% |
$64.5K - $71K
|
742
$203K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-370- 0.85% |
$68.2K - $75K
|
42.9K
$11.8M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-376- 8.71% |
$69.3K - $76.2K
|
3.94K
$1.08M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-379- 1.54% |
$69.9K - $76.8K
|
24.3K
$6.66M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-381- 11.98% |
$70.2K - $77.2K
|
2.8K
$768K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-382- 1.94% |
$70.4K - $77.4K
|
19.4K
$5.31M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-400- 7.09% |
$73.8K - $81.1K
|
5.24K
$1.44M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-405- 1.33% |
$74.7K - $82.1K
|
30.1K
$8.27M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-419- 21.16% |
$77.3K - $84.9K
|
1.56K
$428K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-424- 4.31% |
$78.2K - $86K
|
9.42K
$2.58M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-424- 2.31% |
$78.2K - $86K
|
17.9K
$4.92M
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-430- 3.93% |
$79.3K - $87.2K
|
10.5K
$2.88M
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-432- 0.66% |
$79.7K - $87.6K
|
65.1K
$17.9M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-443- 5.61% |
$81.7K - $89.8K
|
7.46K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-450- 29.82% |
$83K - $91.2K
|
1.06K
$290K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-450- 1.45% |
$83K - $91.2K
|
30.7K
$8.41M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-466- 1.7% |
$85.9K - $94.5K
|
27K
$7.41M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-467- 3.16% |
$86.1K - $94.7K
|
14.3K
$3.92M
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-474- 0.55% |
$87.4K - $96.1K
|
84.9K
$23.3M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-485- 15.6% |
$89.4K - $98.3K
|
2.62K
$720K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-500- 33.33% |
$92.2K - $101K
|
1K
$274K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-500- 11.3% |
$92.2K - $101K
|
3.93K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-504- 27.0% |
$92.9K - $102K
|
1.36K
$374K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-513- 5.03% |
$94.6K - $104K
|
9.69K
$2.66M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-525- 1.99% |
$96.8K - $106K
|
25.9K
$7.11M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-532- 26.8% |
$98.1K - $108K
|
1.45K
$398K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-536- 0.57% |
$98.8K - $109K
|
93.7K
$25.7M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-552- 1.57% |
$102K - $112K
|
34.6K
$9.48M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-554- 5.18% |
$102K - $112K
|
10.1K
$2.78M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-565- 1.49% |
$104K - $115K
|
37.4K
$10.3M
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-574- 16.46% |
$106K - $116K
|
2.91K
$799K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-576- 2.52% |
$106K - $117K
|
22.3K
$6.12M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-576- 2.52% |
$106K - $117K
|
22.3K
$6.12M
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-597- 3.94% |
$110K - $121K
|
14.5K
$3.99M
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-600- 15.72% |
$111K - $122K
|
3.22K
$882K
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-600- 15.72% |
$111K - $122K
|
3.22K
$882K
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-626- 19.54% |
$115K - $127K
|
2.58K
$707K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-628- 6.42% |
$116K - $127K
|
9.15K
$2.51M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-628- 8.36% |
$116K - $127K
|
6.88K
$1.89M
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-639- 11.5% |
$118K - $130K
|
4.92K
$1.35M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-646- 28.0% |
$119K - $131K
|
1.66K
$456K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-658- 4.18% |
$121K - $133K
|
15.1K
$4.14M
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-675- 10.47% |
$124K - $137K
|
5.78K
$1.58M
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-680- 0.63% |
$125K - $138K
|
107K
$29.3M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-701- 13.99% |
$129K - $142K
|
4.31K
$1.18M
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-703- 3.41% |
$130K - $143K
|
19.9K
$5.47M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-710- 12.09% |
$131K - $144K
|
5.16K
$1.42M
|