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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.5K+ 24.93% |
$487K - $523K
|
12.5K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.49K+ 62.92% |
$486K - $523K
|
6.46K
$1.99M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.45KNew |
$478K - $513K
|
2.45K
$755K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.43K+ 24.43% |
$474K - $510K
|
12.4K
$3.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.43KNew |
$473K - $508K
|
2.43K
$747K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.4KNew |
$467K - $502K
|
2.4K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.37K+ 5.34% |
$463K - $497K
|
46.8K
$14.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.36KNew |
$459K - $494K
|
2.36K
$726K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$459K - $494K
|
2.36K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34KNew |
$457K - $491K
|
2.34K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.31KNew |
$451K - $484K
|
2.31K
$712K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.3K+ 0.31% |
$449K - $482K
|
750K
$231M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.27K+ 81.22% |
$442K - $475K
|
5.06K
$1.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.11K+ 40.48% |
$412K - $442K
|
7.32K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.09KNew |
$409K - $439K
|
2.09K
$645K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.99K+ 5.21% |
$387K - $416K
|
40.1K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$360K - $387K
|
1.85K
$569K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.84K+ 3.36% |
$359K - $386K
|
56.6K
$17.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
1.82K+ 4.92% |
$355K - $381K
|
38.8K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.74K+ 10.26% |
$340K - $365K
|
18.7K
$5.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
1.74K+ 2.23% |
$338K - $364K
|
79.5K
$24.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.73K+ 9.83% |
$338K - $363K
|
19.4K
$5.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71K+ 65.24% |
$334K - $359K
|
4.34K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.68KNew |
$329K - $353K
|
1.68K
$519K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.66K+ 21.05% |
$324K - $348K
|
9.56K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.56K+ 24.09% |
$305K - $328K
|
8.05K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.56K+ 0.38% |
$304K - $326K
|
406K
$125M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.56KNew |
$303K - $326K
|
1.56K
$479K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.51KNew |
$295K - $316K
|
1.51K
$465K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.46K+ 9.49% |
$285K - $306K
|
16.9K
$5.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
BUY
|
- |
1.46K+ 2.26% |
$284K - $305K
|
65.9K
$20.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.43KNew |
$278K - $299K
|
1.43K
$439K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.42KNew |
$277K - $298K
|
1.42K
$438K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.41K+ 135.42% |
$274K - $295K
|
2.45K
$754K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.31KNew |
$256K - $275K
|
1.31K
$404K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 38.1% |
$253K - $272K
|
4.7K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.28KNew |
$249K - $268K
|
1.28K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.21K+ 3.52% |
$235K - $253K
|
35.5K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.2K+ 1.41% |
$234K - $251K
|
86.1K
$26.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.2KNew |
$233K - $251K
|
1.2K
$369K
|
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$232K - $249K
|
1.19K
$367K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$227K - $244K
|
1.17K
$359K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.15KNew |
$224K - $241K
|
1.15K
$354K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.14KNew |
$222K - $238K
|
1.14K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.11K+ 110.22% |
$217K - $233K
|
2.12K
$653K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.08KNew |
$211K - $226K
|
1.08K
$333K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.08K+ 6.57% |
$211K - $226K
|
17.5K
$5.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.08K+ 58.56% |
$210K - $226K
|
2.92K
$900K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.06K+ 50.86% |
$207K - $223K
|
3.15K
$972K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06K+ 2778.95% |
$206K - $221K
|
1.09K
$337K
|