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 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
472+ 222.64% |
$87K - $95.7K
|
684
$188K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
471+ 4.31% |
$86.8K - $95.5K
|
11.4K
$3.12M
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
465+ 3.09% |
$85.7K - $94.3K
|
15.5K
$4.25M
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
464+ 1.33% |
$85.6K - $94.1K
|
35.4K
$9.72M
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
461+ 7.01% |
$85K - $93.5K
|
7.04K
$1.93M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
459+ 20.12% |
$84.6K - $93K
|
2.74K
$751K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
420+ 1.17% |
$77.4K - $85.1K
|
36.2K
$9.92M
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
419New |
$77.3K - $84.9K
|
419
$115K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 44.78% |
$71.9K - $79.1K
|
1.26K
$346K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
382+ 27.66% |
$70.4K - $77.4K
|
1.76K
$483K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
377+ 16.89% |
$69.5K - $76.4K
|
2.61K
$715K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
353+ 26.11% |
$65.1K - $71.6K
|
1.71K
$468K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
351+ 7.86% |
$64.7K - $71.2K
|
4.81K
$1.32M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
341+ 6.04% |
$62.9K - $69.1K
|
5.99K
$1.64M
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
341+ 6.04% |
$62.9K - $69.1K
|
5.99K
$1.64M
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
334+ 25.09% |
$61.6K - $67.7K
|
1.67K
$457K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
314+ 4.59% |
$57.9K - $63.7K
|
7.16K
$1.96M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
311+ 6.67% |
$57.3K - $63K
|
4.98K
$1.36M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
301+ 0.28% |
$55.5K - $61K
|
108K
$29.7M
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
295+ 3.24% |
$54.4K - $59.8K
|
9.41K
$2.58M
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
294+ 9.22% |
$54.2K - $59.6K
|
3.48K
$955K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
294+ 16.52% |
$54.2K - $59.6K
|
2.07K
$569K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
274+ 4.93% |
$50.5K - $55.5K
|
5.84K
$1.6M
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
266+ 1.34% |
$49K - $53.9K
|
20.1K
$5.5M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
258+ 0.35% |
$47.6K - $52.3K
|
74.1K
$20.3M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
255+ 2.68% |
$47K - $51.7K
|
9.78K
$2.68M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
250+ 7.76% |
$46.1K - $50.7K
|
3.47K
$952K
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
250+ 5.45% |
$46.1K - $50.7K
|
4.84K
$1.33M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
243+ 4.89% |
$44.8K - $49.3K
|
5.21K
$1.43M
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
230+ 154.36% |
$42.4K - $46.6K
|
379
$104K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
220+ 3.97% |
$40.6K - $44.6K
|
5.76K
$1.58M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
218+ 1.6% |
$40.2K - $44.2K
|
13.8K
$3.79M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
216+ 1.85% |
$39.8K - $43.8K
|
11.9K
$3.26M
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
213+ 0.5% |
$39.3K - $43.2K
|
43.2K
$11.8M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
210New |
$38.7K - $42.6K
|
210
$57.6K
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
207+ 13.08% |
$38.2K - $42K
|
1.79K
$491K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
206New |
$38K - $41.8K
|
206
$56.5K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
201+ 0.02% |
$37.1K - $40.7K
|
1.02M
$280M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 2.22% |
$36.9K - $40.5K
|
9.23K
$2.53M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 2.22% |
$36.9K - $40.5K
|
9.23K
$2.53M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
196+ 6.45% |
$36.1K - $39.7K
|
3.23K
$887K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
195+ 5.04% |
$36K - $39.5K
|
4.06K
$1.11M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
189+ 0.2% |
$34.8K - $38.3K
|
97K
$26.6M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
177+ 0.56% |
$32.6K - $35.9K
|
31.8K
$8.73M
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
168+ 9.74% |
$31K - $34.1K
|
1.89K
$519K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
168+ 3.65% |
$31K - $34.1K
|
4.77K
$1.31M
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
168New |
$31K - $34.1K
|
168
$46.1K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
165+ 6.33% |
$30.4K - $33.4K
|
2.77K
$760K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
162+ 3.35% |
$29.9K - $32.8K
|
5K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
155New |
$28.6K - $31.4K
|
155
$42.5K
|