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 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-620- 16.74% |
$121K - $130K
|
3.08K
$868K
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-626- 5.57% |
$122K - $131K
|
10.6K
$2.98M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-645- 36.28% |
$126K - $135K
|
1.13K
$319K
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-646- 4.95% |
$126K - $135K
|
12.4K
$3.49M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-647- 0.78% |
$126K - $136K
|
82.8K
$23.3M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-655- 15.58% |
$128K - $137K
|
3.55K
$999K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-668- 0.9% |
$130K - $140K
|
73.6K
$20.7M
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-676- 3.94% |
$132K - $142K
|
16.5K
$4.64M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-679- 18.05% |
$132K - $142K
|
3.08K
$868K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-694- 13.48% |
$135K - $145K
|
4.45K
$1.25M
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-709- 14.42% |
$138K - $149K
|
4.21K
$1.18M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-710- 4.31% |
$139K - $149K
|
15.8K
$4.43M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-721- 35.91% |
$141K - $151K
|
1.29K
$362K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-740- 3.07% |
$144K - $155K
|
23.4K
$6.58M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-760- 1.09% |
$148K - $159K
|
69.2K
$19.5M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-805- 16.1% |
$157K - $169K
|
4.19K
$1.18M
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-805- 6.58% |
$157K - $169K
|
11.4K
$3.22M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-809- 2.81% |
$158K - $170K
|
28K
$7.87M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-842- 30.36% |
$164K - $176K
|
1.93K
$543K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-857- 17.22% |
$167K - $180K
|
4.12K
$1.16M
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-867- 1.12% |
$169K - $182K
|
76.9K
$21.6M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-869- 5.6% |
$170K - $182K
|
14.6K
$4.12M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-878- 33.78% |
$171K - $184K
|
1.72K
$484K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-922- 3.91% |
$180K - $193K
|
22.7K
$6.38M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-946- 29.73% |
$185K - $198K
|
2.24K
$629K
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-946- 22.63% |
$185K - $198K
|
3.24K
$910K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-954- 5.58% |
$186K - $200K
|
16.1K
$4.54M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-983- 23.87% |
$192K - $206K
|
3.14K
$882K
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-987- 1.89% |
$193K - $207K
|
51.1K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.02K- 1.34% |
$199K - $214K
|
75.3K
$21.2M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 19.62% |
$201K - $215K
|
4.21K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.04K- 9.09% |
$202K - $217K
|
10.4K
$2.91M
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.06K- 39.99% |
$207K - $222K
|
1.59K
$447K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.06K- 20.58% |
$207K - $223K
|
4.1K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.09K- 15.08% |
$213K - $228K
|
6.14K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.11K- 1.19% |
$217K - $233K
|
92.6K
$26.1M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.15K- 6.05% |
$224K - $240K
|
17.8K
$5.02M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.17K- 31.67% |
$227K - $244K
|
2.51K
$708K
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.17K- 4.23% |
$228K - $245K
|
26.5K
$7.45M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.17K- 5.25% |
$228K - $245K
|
21.1K
$5.95M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.17K- 5.25% |
$228K - $245K
|
21.1K
$5.95M
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.2K- 4.43% |
$234K - $252K
|
25.9K
$7.29M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.23K- 6.48% |
$239K - $257K
|
17.7K
$4.98M
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.25K- 1.81% |
$244K - $263K
|
67.8K
$19.1M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.28K- 18.94% |
$250K - $268K
|
5.47K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 85.54% |
$253K - $271K
|
219
$61.6K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.3K- 11.23% |
$253K - $272K
|
10.3K
$2.89M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 0.85% |
$253K - $272K
|
151K
$42.6M
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.31K- 10.25% |
$256K - $275K
|
11.5K
$3.23M
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-1.35K- 1.3% |
$264K - $283K
|
103K
$28.9M
|