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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 1.36% |
$6.44K - $6.92K
|
2.39K
$736K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-33- 5.81% |
$6.44K - $6.92K
|
535
$165K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-34- 17.8% |
$6.63K - $7.13K
|
157
$48.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.69% |
$6.83K - $7.34K
|
5.05K
$1.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-35- 2.02% |
$6.83K - $7.34K
|
1.7K
$524K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-38- 50.0% |
$7.41K - $7.96K
|
38
$11.7K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-38- 50.0% |
$7.41K - $7.96K
|
38
$11.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-39- 1.12% |
$7.61K - $8.17K
|
3.45K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 0.75% |
$7.61K - $8.17K
|
5.19K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-40- 33.33% |
$7.8K - $8.38K
|
80
$24.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 0.08% |
$7.8K - $8.38K
|
48K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-40- 2.4% |
$7.8K - $8.38K
|
1.63K
$501K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-42- 93.33% |
$8.19K - $8.8K
|
3
$924
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-42- 0.72% |
$8.19K - $8.8K
|
5.76K
$1.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-42- 0.41% |
$8.19K - $8.8K
|
10.2K
$3.15M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-42- 48.28% |
$8.19K - $8.8K
|
45
$13.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-43- 1.79% |
$8.39K - $9.01K
|
2.36K
$728K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-43- 2.09% |
$8.39K - $9.01K
|
2.02K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-45- 0.05% |
$8.78K - $9.43K
|
89K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-46- 2.27% |
$8.97K - $9.64K
|
1.98K
$610K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-47- 0.31% |
$9.17K - $9.85K
|
15K
$4.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-49- 0.55% |
$9.56K - $10.3K
|
8.9K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.22% |
$9.75K - $10.5K
|
1.51K
$464K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-50- 2.23% |
$9.75K - $10.5K
|
2.2K
$676K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-50- 3.76% |
$9.75K - $10.5K
|
1.28K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50- 81.97% |
$9.75K - $10.5K
|
11
$3.39K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-51- 1.07% |
$9.95K - $10.7K
|
4.7K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-55- 0.67% |
$10.7K - $11.5K
|
8.19K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-59- 3.56% |
$11.5K - $12.4K
|
1.6K
$493K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-60- 2.33% |
$11.7K - $12.6K
|
2.52K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-60- 5.16% |
$11.7K - $12.6K
|
1.1K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64- 1.73% |
$12.5K - $13.4K
|
3.63K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-66- 5.52% |
$12.9K - $13.8K
|
1.13K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-66- 4.68% |
$12.9K - $13.8K
|
1.35K
$414K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-66- 18.8% |
$12.9K - $13.8K
|
285
$87.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-67- 1.57% |
$13.1K - $14K
|
4.2K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-68- 0.44% |
$13.3K - $14.3K
|
15.4K
$4.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-69- 2.39% |
$13.5K - $14.5K
|
2.82K
$867K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-69- 9.13% |
$13.5K - $14.5K
|
687
$212K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-70- 6.12% |
$13.7K - $14.7K
|
1.07K
$331K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-71- 6.81% |
$13.9K - $14.9K
|
972
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-72- 0.97% |
$14K - $15.1K
|
7.38K
$2.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-72- 4.49% |
$14K - $15.1K
|
1.53K
$472K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-73- 1.37% |
$14.2K - $15.3K
|
5.24K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-74- 1.49% |
$14.4K - $15.5K
|
4.89K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-74- 7.07% |
$14.4K - $15.5K
|
972
$300K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-75- 0.34% |
$14.6K - $15.7K
|
21.7K
$6.7M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-78- 1.9% |
$15.2K - $16.3K
|
4.03K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-81- 0.41% |
$15.8K - $17K
|
19.8K
$6.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-81- 0.02% |
$15.8K - $17K
|
365K
$113M
|