Purchases and Sales Made in Q3 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-94- 2.63% |
$18.3K - $19.7K
|
3.48K
$979K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-96- 6.52% |
$18.7K - $20.1K
|
1.38K
$387K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-97- 67.83% |
$18.9K - $20.3K
|
46
$12.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-99- 0.49% |
$19.3K - $20.7K
|
20K
$5.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-100- 1.0% |
$19.5K - $21K
|
9.91K
$2.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-100- 4.78% |
$19.5K - $21K
|
1.99K
$560K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-104- 11.91% |
$20.3K - $21.8K
|
769
$216K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-109- 6.88% |
$21.3K - $22.8K
|
1.48K
$415K
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-109- 1.53% |
$21.3K - $22.8K
|
7K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-109- 1.18% |
$21.3K - $22.8K
|
9.12K
$2.57M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-109- 1.18% |
$21.3K - $22.8K
|
9.12K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-115- 2.38% |
$22.4K - $24.1K
|
4.72K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-115- 9.87% |
$22.4K - $24.1K
|
1.05K
$296K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-118- 4.81% |
$23K - $24.7K
|
2.34K
$657K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-126- 4.52% |
$24.6K - $26.4K
|
2.66K
$749K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-127- 3.84% |
$24.8K - $26.6K
|
3.18K
$894K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-127- 2.6% |
$24.8K - $26.6K
|
4.77K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-127- 1.31% |
$24.8K - $26.6K
|
9.56K
$2.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-128- 50.2% |
$25K - $26.8K
|
127
$35.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-130- 0.6% |
$25.4K - $27.2K
|
21.6K
$6.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-131- 3.7% |
$25.6K - $27.5K
|
3.41K
$961K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-133- 2.1% |
$25.9K - $27.9K
|
6.19K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-137- 0.31% |
$26.7K - $28.7K
|
43.7K
$12.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-139- 9.73% |
$27.1K - $29.1K
|
1.29K
$363K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-140- 10.04% |
$27.3K - $29.3K
|
1.26K
$353K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-140- 10.04% |
$27.3K - $29.3K
|
1.26K
$353K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-140- 0.56% |
$27.3K - $29.3K
|
24.7K
$6.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-149- 0.8% |
$29.1K - $31.2K
|
18.5K
$5.2M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-155- 10.1% |
$30.2K - $32.5K
|
1.38K
$388K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-162- 96.43% |
$31.6K - $34K
|
6
$1.69K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-165- 23.47% |
$32.2K - $34.6K
|
538
$151K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-165- 0.21% |
$32.2K - $34.6K
|
79.2K
$22.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-167- 44.89% |
$32.6K - $35K
|
205
$57.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-169- 4.17% |
$33K - $35.4K
|
3.88K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-171- 0.72% |
$33.4K - $35.8K
|
23.6K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-172- 30.39% |
$33.6K - $36K
|
394
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-181- 9.04% |
$35.3K - $37.9K
|
1.82K
$513K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-183- 0.38% |
$35.7K - $38.4K
|
47.6K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-184- 12.94% |
$35.9K - $38.6K
|
1.24K
$348K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-194- 4.52% |
$37.8K - $40.7K
|
4.1K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-196- 10.85% |
$38.2K - $41.1K
|
1.61K
$453K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-197- 9.72% |
$38.4K - $41.3K
|
1.83K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 2.31% |
$39K - $41.9K
|
8.45K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-202- 4.04% |
$39.4K - $42.3K
|
4.8K
$1.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-203- 7.25% |
$39.6K - $42.5K
|
2.6K
$731K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-207- 11.56% |
$40.4K - $43.4K
|
1.58K
$446K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-207- 0.76% |
$40.4K - $43.4K
|
26.9K
$7.57M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-215- 18.78% |
$41.9K - $45.1K
|
930
$262K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-218- 4.28% |
$42.5K - $45.7K
|
4.87K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-220- 5.41% |
$42.9K - $46.1K
|
3.84K
$1.08M
|