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 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
165+ 6.33% |
$30.4K - $33.4K
|
2.77K
$855K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
162+ 3.35% |
$29.9K - $32.8K
|
5K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
155New |
$28.6K - $31.4K
|
155
$47.8K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
140+ 11.16% |
$25.8K - $28.4K
|
1.4K
$430K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
130New |
$24K - $26.4K
|
130
$40.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
129+ 6.54% |
$23.8K - $26.2K
|
2.1K
$647K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
127+ 3.25% |
$23.4K - $25.7K
|
4.04K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
127+ 6.57% |
$23.4K - $25.7K
|
2.06K
$635K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
118+ 5.05% |
$21.8K - $23.9K
|
2.45K
$756K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
118+ 0.53% |
$21.8K - $23.9K
|
22.5K
$6.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
114+ 82.01% |
$21K - $23.1K
|
253
$78K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 9.66% |
$19.2K - $21.1K
|
1.18K
$364K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
100+ 3.32% |
$18.4K - $20.3K
|
3.11K
$958K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
100+ 10.0% |
$18.4K - $20.3K
|
1.1K
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
99New |
$18.3K - $20.1K
|
99
$30.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
88+ 1.34% |
$16.2K - $17.8K
|
6.64K
$2.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$14.8K - $16.2K
|
80
$24.7K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
80+ 2.22% |
$14.8K - $16.2K
|
3.68K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
76+ 0.63% |
$14K - $15.4K
|
12.2K
$3.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
76New |
$14K - $15.4K
|
76
$23.4K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
76New |
$14K - $15.4K
|
76
$23.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
69New |
$12.7K - $14K
|
69
$21.3K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64+ 7.53% |
$11.8K - $13K
|
914
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
61New |
$11.2K - $12.4K
|
61
$18.8K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
60+ 0.08% |
$11.1K - $12.2K
|
74.2K
$22.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
59+ 3.69% |
$10.9K - $12K
|
1.66K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
53+ 0.3% |
$9.77K - $10.7K
|
17.8K
$5.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
53+ 1.01% |
$9.77K - $10.7K
|
5.32K
$1.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
BUY
|
- |
50+ 1.92% |
$9.22K - $10.1K
|
2.65K
$816K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.41% |
$9.22K - $10.1K
|
12.2K
$3.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Gpwm LLC
|
BUY
|
- |
50+ 0.08% |
$9.22K - $10.1K
|
64.4K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
50+ 0.8% |
$9.22K - $10.1K
|
6.33K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
48+ 2.0% |
$8.85K - $9.73K
|
2.45K
$756K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
47+ 0.31% |
$8.67K - $9.53K
|
15K
$4.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
42+ 0.07% |
$7.74K - $8.51K
|
63K
$19.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
41+ 2.0% |
$7.56K - $8.31K
|
2.09K
$644K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
39+ 108.33% |
$7.19K - $7.91K
|
75
$23.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
35+ 0.43% |
$6.45K - $7.1K
|
8.23K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
30+ 0.27% |
$5.53K - $6.08K
|
11.2K
$3.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
28+ 1.26% |
$5.16K - $5.68K
|
2.25K
$692K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
28+ 0.41% |
$5.16K - $5.68K
|
6.89K
$2.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
27+ 0.42% |
$4.98K - $5.47K
|
6.5K
$2M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
26New |
$4.79K - $5.27K
|
26
$8.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
26New |
$4.79K - $5.27K
|
26
$8.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25+ 1.35% |
$4.61K - $5.07K
|
1.88K
$579K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
24+ 0.29% |
$4.43K - $4.87K
|
8.34K
$2.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23+ 1.55% |
$4.24K - $4.66K
|
1.5K
$463K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
23+ 0.12% |
$4.24K - $4.66K
|
20K
$6.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
22+ 0.3% |
$4.06K - $4.46K
|
7.41K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20+ 0.22% |
$3.69K - $4.05K
|
9.03K
$2.78M
|