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 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.67K- 1.29% |
$308K - $339K
|
128K
$39.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.7K- 3.88% |
$314K - $345K
|
42.2K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.77K- 41.88% |
$326K - $358K
|
2.45K
$756K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 2.09% |
$326K - $359K
|
83.1K
$25.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.77K- 0.55% |
$327K - $360K
|
323K
$99.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.83K- 15.47% |
$338K - $371K
|
10K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.86K- 42.08% |
$343K - $377K
|
2.56K
$790K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.86K- 1.05% |
$343K - $377K
|
176K
$54.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2K- 33.52% |
$368K - $405K
|
3.96K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.06K- 10.23% |
$381K - $418K
|
18.1K
$5.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.07K- 13.67% |
$381K - $419K
|
13K
$4.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.08K- 0.65% |
$384K - $422K
|
320K
$98.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.09K- 3.29% |
$385K - $423K
|
61.3K
$18.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.14K- 4.68% |
$395K - $435K
|
43.6K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.18K- 79.35% |
$401K - $441K
|
566
$174K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-2.27K- 14.16% |
$419K - $460K
|
13.8K
$4.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.29K- 35.38% |
$423K - $465K
|
4.19K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.29K- 0.1% |
$423K - $465K
|
2.39M
$737M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.32K- 69.05% |
$427K - $470K
|
1.04K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.35K- 9.74% |
$433K - $476K
|
21.8K
$6.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.44K- 25.72% |
$450K - $494K
|
7.04K
$2.17M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.5K- 19.96% |
$460K - $506K
|
10K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.52K- 18.84% |
$464K - $510K
|
10.8K
$3.34M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.54K- 1.22% |
$468K - $515K
|
206K
$63.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.54K- 1.22% |
$468K - $515K
|
206K
$63.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.56K- 36.39% |
$472K - $519K
|
4.47K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.6K- 3.73% |
$479K - $527K
|
67.1K
$20.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.65K- 2.41% |
$488K - $536K
|
107K
$33M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.67K- 2.34% |
$492K - $540K
|
111K
$34.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.84K- 1.54% |
$523K - $575K
|
182K
$55.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.86K- 0.49% |
$527K - $580K
|
578K
$178M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.13K- 93.71% |
$577K - $634K
|
210
$64.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.14K- 6.91% |
$578K - $636K
|
42.2K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.2K- 55.16% |
$590K - $648K
|
2.6K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.43K- 21.95% |
$632K - $694K
|
12.2K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.5K- 7.97% |
$646K - $710K
|
40.4K
$12.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.77K- 5.11% |
$694K - $763K
|
69.9K
$21.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.3K- 35.75% |
$793K - $872K
|
7.73K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.55K- 70.51% |
$839K - $922K
|
1.9K
$586K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-4.65K- 1.28% |
$857K - $942K
|
360K
$111M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.65K- 92.35% |
$857K - $943K
|
385
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.72K- 47.67% |
$870K - $957K
|
5.18K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Latigo Investments, LLC
|
SELL
|
- |
-4.79K- 4.25% |
$882K - $970K
|
108K
$33.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.96K- 3.87% |
$915K - $1.01M
|
123K
$38M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 5.53% |
$953K - $1.05M
|
88.3K
$27.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.2K- 2.59% |
$958K - $1.05M
|
195K
$60.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.3K- 1.09% |
$978K - $1.08M
|
479K
$148M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.32K- 52.55% |
$980K - $1.08M
|
4.8K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.32K- 6.04% |
$981K - $1.08M
|
82.7K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.66K- 82.75% |
$1.04M - $1.15M
|
1.18K
$364K
|