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 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
1.05K+ 3.09% |
$204K - $219K
|
34.9K
$9.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.01K+ 21.18% |
$196K - $211K
|
5.76K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
996+ 0.29% |
$194K - $209K
|
345K
$94.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
962+ 92.5% |
$188K - $202K
|
2K
$549K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
956+ 3.23% |
$187K - $200K
|
30.6K
$8.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
932+ 80.83% |
$182K - $195K
|
2.09K
$572K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
924+ 3.42% |
$180K - $194K
|
27.9K
$7.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
905+ 0.6% |
$177K - $190K
|
151K
$41.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
878+ 4.27% |
$171K - $184K
|
21.5K
$5.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
855+ 18.85% |
$167K - $179K
|
5.39K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
827+ 1.64% |
$161K - $173K
|
51.1K
$14M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
808+ 1.35% |
$158K - $169K
|
60.5K
$16.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
782+ 6.42% |
$153K - $164K
|
13K
$3.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
771+ 9.03% |
$150K - $162K
|
9.31K
$2.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
760+ 4.23% |
$148K - $159K
|
18.7K
$5.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
751+ 67.23% |
$147K - $157K
|
1.87K
$512K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
738+ 5.66% |
$144K - $155K
|
13.8K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
710+ 1.64% |
$139K - $149K
|
43.9K
$12M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
709+ 103.65% |
$138K - $149K
|
1.39K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
692+ 28.13% |
$135K - $145K
|
3.15K
$864K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
681+ 16.19% |
$133K - $143K
|
4.89K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
669+ 0.21% |
$131K - $140K
|
321K
$88M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
665+ 0.34% |
$130K - $139K
|
196K
$53.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
654+ 21.72% |
$128K - $137K
|
3.67K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
640+ 13.78% |
$125K - $134K
|
5.28K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
634+ 6.93% |
$124K - $133K
|
9.78K
$2.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
626New |
$122K - $131K
|
626
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
610New |
$119K - $128K
|
610
$167K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
603+ 3.02% |
$118K - $126K
|
20.6K
$5.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
571+ 2.03% |
$111K - $120K
|
28.7K
$7.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
544+ 1.22% |
$106K - $114K
|
45K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
530+ 1.67% |
$103K - $111K
|
32.3K
$8.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
516+ 7.99% |
$101K - $108K
|
6.98K
$1.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
511+ 4.53% |
$99.7K - $107K
|
11.8K
$3.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
493+ 7.39% |
$96.2K - $103K
|
7.17K
$1.97M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
493+ 8.14% |
$96.2K - $103K
|
6.55K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
477+ 6.78% |
$93.1K - $100K
|
7.51K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
471+ 8.92% |
$91.9K - $98.7K
|
5.75K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
464+ 1.72% |
$90.5K - $97.2K
|
27.5K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
449+ 1726.92% |
$87.6K - $94.1K
|
475
$130K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
436+ 38.08% |
$85.1K - $91.4K
|
1.58K
$434K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
432+ 15.46% |
$84.3K - $90.5K
|
3.23K
$885K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
426+ 11.37% |
$83.1K - $89.3K
|
4.17K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
422+ 4.32% |
$82.3K - $88.4K
|
10.2K
$2.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Latigo Investments, LLC
|
BUY
|
- |
396+ 0.37% |
$77.3K - $83K
|
108K
$29.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
393+ 1.73% |
$76.7K - $82.4K
|
23.1K
$6.34M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
371+ 8.61% |
$72.4K - $77.8K
|
4.68K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
367+ 6.85% |
$71.6K - $76.9K
|
5.72K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
352+ 1.11% |
$68.7K - $73.8K
|
32.2K
$8.83M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
351+ 17.11% |
$68.5K - $73.6K
|
2.4K
$659K
|