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 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.72KNew |
$1.06M - $1.16M
|
5.72K
$1.57M
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.4KNew |
$996K - $1.09M
|
5.4K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.38K+ 5.97% |
$992K - $1.09M
|
95.5K
$26.2M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.25K+ 1.46% |
$968K - $1.06M
|
366K
$100M
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.06KNew |
$934K - $1.03M
|
5.06K
$1.39M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05K+ 296.07% |
$931K - $1.02M
|
6.75K
$1.85M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.01K+ 22.76% |
$923K - $1.02M
|
27K
$7.41M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.97K+ 2.99% |
$916K - $1.01M
|
171K
$46.9M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.97K+ 17.06% |
$915K - $1.01M
|
34.1K
$9.34M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4.86K+ 487.94% |
$895K - $984K
|
5.85K
$1.6M
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.76K+ 1.97% |
$878K - $966K
|
246K
$67.5M
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.75K+ 1.95% |
$875K - $963K
|
248K
$68.1M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.66K+ 0.5% |
$860K - $945K
|
943K
$259M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.65K+ 1207.79% |
$857K - $943K
|
5.04K
$1.38M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.58K+ 6.38% |
$844K - $928K
|
76.4K
$20.9M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.52K+ 36.26% |
$833K - $916K
|
17K
$4.66M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.51K+ 9.49% |
$831K - $913K
|
52K
$14.3M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.25K+ 3.32% |
$784K - $862K
|
132K
$36.2M
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.81K+ 2.6% |
$703K - $773K
|
150K
$41.2M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.66K+ 23.99% |
$676K - $743K
|
18.9K
$5.19M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.55KNew |
$655K - $720K
|
3.55K
$974K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.38K+ 9.95% |
$622K - $684K
|
37.3K
$10.2M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.21KNew |
$592K - $651K
|
3.21K
$881K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.18KNew |
$587K - $645K
|
3.18K
$873K
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.1KNew |
$572K - $628K
|
3.1K
$850K
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.89KNew |
$533K - $586K
|
2.89K
$793K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.86K+ 0.64% |
$527K - $580K
|
451K
$124M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 0.74% |
$520K - $572K
|
385K
$106M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.76K+ 10.38% |
$509K - $560K
|
29.4K
$8.06M
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.69K+ 180.79% |
$496K - $546K
|
4.18K
$1.15M
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.68K+ 36.94% |
$494K - $543K
|
9.93K
$2.72M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.53K+ 15.25% |
$466K - $512K
|
19.1K
$5.24M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.39KNew |
$441K - $485K
|
2.39K
$657K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.3KNew |
$424K - $467K
|
2.3K
$631K
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
2.28KNew |
$419K - $461K
|
2.28K
$624K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.24K+ 76.99% |
$413K - $454K
|
5.15K
$1.41M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21K+ 13.47% |
$408K - $448K
|
18.6K
$5.11M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 29.72% |
$403K - $443K
|
9.54K
$2.62M
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2.15KNew |
$396K - $436K
|
2.15K
$590K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.03K+ 52.87% |
$373K - $411K
|
5.86K
$1.61M
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.01KNew |
$370K - $407K
|
2.01K
$551K
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
2KNew |
$369K - $405K
|
2K
$548K
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.97KNew |
$364K - $400K
|
1.97K
$541K
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.96K+ 14.96% |
$360K - $396K
|
15K
$4.12M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.9KNew |
$350K - $385K
|
1.9K
$521K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.89K+ 11.28% |
$348K - $383K
|
18.6K
$5.11M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.88KNew |
$346K - $380K
|
1.88K
$514K
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
1.88KNew |
$346K - $380K
|
1.88K
$514K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.85K+ 31.03% |
$340K - $374K
|
7.8K
$2.14M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.84K+ 2.19% |
$340K - $374K
|
86.1K
$23.6M
|