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 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1.84K+ 10.12% |
$339K - $372K
|
20K
$5.48M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.74K+ 100.0% |
$321K - $353K
|
3.49K
$956K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 42.83% |
$315K - $346K
|
5.7K
$1.56M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.7K+ 6.26% |
$313K - $344K
|
28.8K
$7.89M
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
1.67K+ 17.4% |
$308K - $339K
|
11.3K
$3.1M
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.67KNew |
$307K - $338K
|
1.67K
$457K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 13.49% |
$306K - $336K
|
13.9K
$3.82M
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
1.65K+ 5.14% |
$305K - $335K
|
33.8K
$9.28M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.59K+ 3.75% |
$293K - $322K
|
43.9K
$12M
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.57K+ 4.57% |
$290K - $318K
|
35.9K
$9.86M
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.53K+ 9.4% |
$282K - $310K
|
17.8K
$4.88M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.52K+ 23.82% |
$280K - $308K
|
7.9K
$2.17M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.49KNew |
$275K - $302K
|
1.49K
$408K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.49K+ 165.11% |
$274K - $301K
|
2.39K
$654K
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.47KNew |
$271K - $298K
|
1.47K
$404K
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.47KNew |
$271K - $298K
|
1.47K
$403K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.46KNew |
$269K - $296K
|
1.46K
$400K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.44K+ 6.95% |
$266K - $292K
|
22.2K
$6.08M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.43K+ 3.81% |
$264K - $291K
|
39.1K
$10.7M
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.41KNew |
$260K - $286K
|
1.41K
$387K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
1.41K+ 3.96% |
$260K - $286K
|
37K
$10.2M
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.38K+ 44.23% |
$255K - $280K
|
4.5K
$1.23M
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.36K+ 43.35% |
$251K - $276K
|
4.5K
$1.24M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.35K+ 0.27% |
$249K - $274K
|
501K
$137M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.34KNew |
$247K - $271K
|
1.34K
$367K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.28KNew |
$236K - $260K
|
1.28K
$351K
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.25KNew |
$230K - $253K
|
1.25K
$342K
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
1.24KNew |
$228K - $251K
|
1.24K
$340K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.23K+ 8.66% |
$226K - $249K
|
15.4K
$4.23M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.22K+ 29.52% |
$225K - $248K
|
5.36K
$1.47M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.19K+ 87.8% |
$219K - $241K
|
2.54K
$696K
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.17K+ 2.5% |
$216K - $238K
|
48K
$13.2M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.16KNew |
$214K - $236K
|
1.16K
$319K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.16K+ 92.63% |
$213K - $234K
|
2.4K
$659K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.15KNew |
$213K - $234K
|
1.15K
$316K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.15K+ 11.73% |
$212K - $234K
|
11K
$3.01M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13KNew |
$209K - $230K
|
1.13K
$311K
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.09K+ 0.84% |
$201K - $221K
|
131K
$36M
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.09KNew |
$200K - $220K
|
1.09K
$298K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.08KNew |
$200K - $220K
|
1.08K
$297K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.08K+ 20.3% |
$199K - $219K
|
6.4K
$1.76M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.08K+ 21.6% |
$198K - $218K
|
6.06K
$1.66M
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.07KNew |
$197K - $217K
|
1.07K
$293K
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1.07KNew |
$197K - $216K
|
1.07K
$293K
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.07KNew |
$197K - $216K
|
1.07K
$293K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.06KNew |
$196K - $215K
|
1.06K
$291K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.05K+ 6.04% |
$194K - $213K
|
18.5K
$5.07M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.05KNew |
$194K - $213K
|
1.05K
$288K
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.05KNew |
$193K - $213K
|
1.05K
$288K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.05KNew |
$193K - $212K
|
1.05K
$287K
|