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 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.32% |
$2.54K - $2.72K
|
4.04K
$1.14M
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
13+ 0.36% |
$2.54K - $2.72K
|
3.64K
$1.02M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11+ 0.36% |
$2.15K - $2.31K
|
3.03K
$853K
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
11+ 0.05% |
$2.15K - $2.31K
|
22.3K
$6.27M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10+ 0.32% |
$1.95K - $2.1K
|
3.12K
$879K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$1.95K - $2.1K
|
10
$2.81K
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10+ 1.94% |
$1.95K - $2.1K
|
526
$148K
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
10+ 0.72% |
$1.95K - $2.1K
|
1.39K
$392K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9+ 0.38% |
$1.76K - $1.89K
|
2.4K
$676K
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
8+ 0.37% |
$1.56K - $1.68K
|
2.16K
$607K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.34% |
$1.56K - $1.68K
|
2.33K
$657K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.3% |
$1.37K - $1.47K
|
2.31K
$650K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.3% |
$1.37K - $1.47K
|
2.31K
$650K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6+ 0.41% |
$1.17K - $1.26K
|
1.46K
$411K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6+ 0.01% |
$1.17K - $1.26K
|
107K
$30.1M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6+ 0.36% |
$1.17K - $1.26K
|
1.69K
$476K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.15% |
$1.17K - $1.26K
|
3.93K
$1.11M
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
5+ 0.04% |
$975 - $1.05K
|
13.6K
$3.84M
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.25% |
$975 - $1.05K
|
2K
$563K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.09% |
$975 - $1.05K
|
5.76K
$1.62M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
5+ 0.07% |
$975 - $1.05K
|
7.42K
$2.09M
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.32% |
$975 - $1.05K
|
1.59K
$446K
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.32% |
$780 - $838
|
1.27K
$356K
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 6.9% |
$780 - $838
|
62
$17.4K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.08% |
$780 - $838
|
5.05K
$1.42M
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$780 - $838
|
1.27K
$356K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4+ 0.08% |
$780 - $838
|
5.28K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.02% |
$780 - $838
|
26.1K
$7.36M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.37% |
$780 - $838
|
1.09K
$306K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
4+ 0.37% |
$780 - $838
|
1.07K
$301K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.02% |
$780 - $838
|
17.8K
$5.01M
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
3+ 0.13% |
$585 - $629
|
2.31K
$649K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$585 - $629
|
664
$187K
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3+ 0.13% |
$585 - $629
|
2.27K
$639K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$585 - $629
|
3
$844
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.08% |
$585 - $629
|
3.79K
$1.07M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$390 - $419
|
1.48K
$415K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2+ 0.07% |
$390 - $419
|
2.74K
$772K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$390 - $419
|
760
$214K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.22% |
$390 - $419
|
905
$255K
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$390 - $419
|
7.34K
$2.06M
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.03% |
$195 - $210
|
3.03K
$852K
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.23% |
$195 - $210
|
439
$124K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.06% |
$195 - $210
|
1.56K
$440K
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$195 - $210
|
225
$63.3K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.02% |
$195 - $210
|
5.85K
$1.65M
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.02% |
$195 - $210
|
99
$27.9K
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$195 - $210
|
20K
$5.62M
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1+ 0.07% |
$195 - $210
|
1.53K
$429K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.12% |
$195 - $210
|
820
$231K
|