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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-745- 9.22% |
$137K - $151K
|
7.33K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-747- 2.68% |
$138K - $151K
|
27.1K
$7.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-763- 32.29% |
$141K - $155K
|
1.6K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-764- 19.57% |
$141K - $155K
|
3.14K
$861K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-779- 2.56% |
$144K - $158K
|
29.6K
$8.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-780- 1.25% |
$144K - $158K
|
61.7K
$16.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-780- 10.58% |
$144K - $158K
|
6.6K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-788- 26.45% |
$145K - $160K
|
2.19K
$601K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-793- 1.62% |
$146K - $161K
|
48.3K
$13.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-810- 4.1% |
$149K - $164K
|
19K
$5.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-818- 4.55% |
$151K - $166K
|
17.2K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-863- 0.3% |
$159K - $175K
|
290K
$79.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-863- 7.67% |
$159K - $175K
|
10.4K
$2.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-867- 1.7% |
$160K - $176K
|
50.1K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-927- 3.78% |
$171K - $188K
|
23.6K
$6.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-950- 1.09% |
$175K - $193K
|
86K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-952- 25.44% |
$176K - $193K
|
2.79K
$765K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-979- 9.25% |
$181K - $198K
|
9.61K
$2.63M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-988- 1.41% |
$182K - $200K
|
69.1K
$18.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 1.92% |
$185K - $203K
|
51.1K
$14M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.04K- 22.91% |
$191K - $210K
|
3.49K
$956K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.05K- 1.31% |
$194K - $214K
|
79.4K
$21.8M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.08K- 2.2% |
$199K - $219K
|
48K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-1.09K- 1.38% |
$201K - $221K
|
77.8K
$21.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.12K- 2.47% |
$207K - $228K
|
44.4K
$12.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.13K- 2.06% |
$208K - $228K
|
53.6K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.14K- 36.4% |
$210K - $231K
|
1.99K
$546K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.16KClosed |
$215K - $236K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.19K- 2.23% |
$219K - $241K
|
52.1K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 6.5% |
$226K - $248K
|
17.6K
$4.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.26K- 2.08% |
$232K - $255K
|
59.1K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.26K- 3.08% |
$232K - $255K
|
39.6K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.39K- 43.82% |
$256K - $281K
|
1.78K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.39K- 3.19% |
$256K - $282K
|
42.2K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 4.64% |
$257K - $283K
|
28.6K
$7.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.41K- 86.97% |
$260K - $285K
|
211
$57.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.42K- 59.04% |
$261K - $287K
|
983
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 1.51% |
$262K - $288K
|
92.6K
$25.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.42K- 97.4% |
$262K - $288K
|
38
$10.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.43K- 2.55% |
$264K - $290K
|
54.8K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.56K- 10.7% |
$288K - $317K
|
13K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.57K- 8.71% |
$289K - $317K
|
16.4K
$4.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.61K- 3.24% |
$296K - $326K
|
48K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.67K- 1.29% |
$308K - $339K
|
128K
$35M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.7K- 3.88% |
$314K - $345K
|
42.2K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.77K- 41.88% |
$326K - $358K
|
2.45K
$672K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 2.09% |
$326K - $359K
|
83.1K
$22.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.77K- 0.55% |
$327K - $360K
|
323K
$88.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.83K- 15.47% |
$338K - $371K
|
10K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.86K- 42.08% |
$343K - $377K
|
2.56K
$703K
|