Purchases and Sales Made in Q4 2021 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.8KNew |
$2.76M - $3.05M
|
13.8K
$3.78M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.1K+ 103.69% |
$2.62M - $2.9M
|
25.7K
$7.04M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13KNew |
$2.61M - $2.89M
|
13K
$3.57M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
13KNew |
$2.6M - $2.88M
|
13K
$3.56M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$2.56M - $2.83M
|
12.8K
$3.5M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$2.55M - $2.82M
|
12.7K
$3.49M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.9K+ 2.76% |
$2.38M - $2.63M
|
442K
$121M
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.6K+ 46.89% |
$2.31M - $2.56M
|
36.2K
$9.92M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 21.03% |
$2.31M - $2.56M
|
66.4K
$18.2M
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
11.4KNew |
$2.27M - $2.52M
|
11.4K
$3.11M
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11KNew |
$2.2M - $2.43M
|
11K
$3.01M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.9K+ 301.14% |
$2.18M - $2.41M
|
14.5K
$3.97M
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.3K+ 4.73% |
$2.06M - $2.28M
|
227K
$62.3M
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
9.76KNew |
$1.95M - $2.16M
|
9.76K
$2.68M
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
9.57KNew |
$1.92M - $2.12M
|
9.57K
$2.63M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.3K+ 3.03% |
$1.86M - $2.06M
|
316K
$86.7M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.87KNew |
$1.78M - $1.97M
|
8.87K
$2.43M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.53KNew |
$1.71M - $1.89M
|
8.53K
$2.34M
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
8.47KNew |
$1.7M - $1.88M
|
8.47K
$2.32M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
8.37KNew |
$1.68M - $1.86M
|
8.37K
$2.3M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.93K+ 12.71% |
$1.59M - $1.76M
|
70.3K
$19.3M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.92K+ 95.09% |
$1.59M - $1.76M
|
16.3K
$4.46M
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
7.92KNew |
$1.59M - $1.76M
|
7.92K
$2.17M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.54K+ 162.94% |
$1.51M - $1.67M
|
12.2K
$3.34M
|
|
Feb 14, 2022
Q4 2021
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
7.43KNew |
$1.49M - $1.65M
|
7.43K
$2.04M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.43K+ 34.7% |
$1.49M - $1.65M
|
28.8K
$7.91M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.39KNew |
$1.48M - $1.64M
|
7.39K
$2.03M
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
7.31K+ 49.06% |
$1.46M - $1.62M
|
22.2K
$6.09M
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.28K+ 17.98% |
$1.46M - $1.61M
|
47.8K
$13.1M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7K+ 156.77% |
$1.4M - $1.55M
|
11.5K
$3.14M
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6.79K+ 27.49% |
$1.36M - $1.51M
|
31.5K
$8.64M
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.37KNew |
$1.28M - $1.41M
|
6.37K
$1.75M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.31K+ 569.31% |
$1.26M - $1.4M
|
7.42K
$2.03M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.94KNew |
$1.19M - $1.32M
|
5.94K
$1.63M
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
5.93KNew |
$1.19M - $1.32M
|
5.93K
$1.63M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.79K+ 163.62% |
$1.16M - $1.28M
|
9.33K
$2.56M
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
5.62KNew |
$1.13M - $1.25M
|
5.62K
$1.54M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.47KNew |
$1.09M - $1.21M
|
5.47K
$1.5M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
5.25K+ 1.43% |
$1.05M - $1.16M
|
371K
$102M
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$1.04M - $1.15M
|
5.2K
$1.42M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.08KNew |
$1.02M - $1.13M
|
5.08K
$1.39M
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.72KNew |
$945K - $1.05M
|
4.72K
$1.29M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
4.43K+ 34.29% |
$888K - $983K
|
17.4K
$4.76M
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.35K+ 4.75% |
$872K - $965K
|
95.9K
$26.3M
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.28KNew |
$858K - $950K
|
4.28K
$1.17M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
4.2K+ 113.86% |
$841K - $931K
|
7.89K
$2.16M
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.13KNew |
$827K - $916K
|
4.13K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.09KNew |
$818K - $906K
|
4.09K
$1.12M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.05KNew |
$811K - $898K
|
4.05K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.93KNew |
$787K - $872K
|
3.93K
$1.08M
|