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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.88K+ 7.9% |
$376K - $416K
|
25.6K
$7.03M
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.86KNew |
$373K - $413K
|
1.86K
$511K
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.85KNew |
$370K - $409K
|
1.85K
$506K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.73K+ 297.26% |
$347K - $384K
|
2.32K
$635K
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.73K+ 2.59% |
$345K - $383K
|
68.4K
$18.8M
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.72KNew |
$345K - $382K
|
1.72K
$473K
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.71K+ 57.01% |
$342K - $379K
|
4.7K
$1.29M
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.69K+ 0.9% |
$338K - $375K
|
190K
$52.2M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.68KNew |
$337K - $373K
|
1.68K
$462K
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.61K+ 8.41% |
$322K - $357K
|
20.8K
$5.69M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.61KNew |
$322K - $357K
|
1.61K
$441K
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.59K+ 3.18% |
$318K - $353K
|
51.6K
$14.1M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.51K+ 14.66% |
$303K - $336K
|
11.8K
$3.25M
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.51KNew |
$303K - $335K
|
1.51K
$415K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 403.43% |
$283K - $313K
|
1.76K
$483K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.4KNew |
$280K - $310K
|
1.4K
$383K
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.39KNew |
$279K - $309K
|
1.39K
$382K
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.37KNew |
$274K - $304K
|
1.37K
$375K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.37K+ 11.16% |
$274K - $303K
|
13.6K
$3.73M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.36KNew |
$272K - $302K
|
1.36K
$373K
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1.36K+ 1.69% |
$272K - $301K
|
82K
$22.5M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.36K+ 37.71% |
$271K - $300K
|
4.95K
$1.36M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.28K+ 6.93% |
$257K - $285K
|
19.8K
$5.43M
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.28K+ 20.75% |
$256K - $283K
|
7.43K
$2.04M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$253K - $280K
|
1.26K
$346K
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$248K - $274K
|
1.24K
$339K
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
1.22K+ 27.31% |
$245K - $271K
|
5.7K
$1.56M
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.22K+ 13.18% |
$244K - $271K
|
10.5K
$2.87M
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.21KNew |
$243K - $269K
|
1.21K
$332K
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.21K+ 0.96% |
$242K - $268K
|
127K
$34.9M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.2KNew |
$240K - $266K
|
1.2K
$329K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.17KNew |
$235K - $260K
|
1.17K
$321K
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.17KNew |
$234K - $259K
|
1.17K
$321K
|
|
Jan 20, 2022
Q4 2021
|
Scharf Investments, LLC
|
BUY
|
- |
1.16KNew |
$233K - $258K
|
1.16K
$319K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.16K+ 0.79% |
$232K - $256K
|
148K
$40.5M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.13KNew |
$227K - $251K
|
1.13K
$311K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.13KNew |
$226K - $250K
|
1.13K
$309K
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
1.11KNew |
$222K - $246K
|
1.11K
$304K
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.1KNew |
$219K - $243K
|
1.1K
$300K
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$219K - $242K
|
1.09K
$300K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08KNew |
$217K - $240K
|
1.08K
$297K
|
|
Feb 11, 2022
Q4 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.05KNew |
$210K - $232K
|
1.05K
$287K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.03K+ 163.29% |
$207K - $229K
|
1.66K
$456K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 5.24% |
$206K - $229K
|
20.7K
$5.68M
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.02K+ 3.44% |
$204K - $226K
|
30.6K
$8.4M
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.01K+ 23.87% |
$202K - $224K
|
5.23K
$1.43M
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
BUY
|
- |
1K+ 1.51% |
$200K - $222K
|
67.2K
$18.4M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1K+ 2.51% |
$200K - $222K
|
40.9K
$11.2M
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
993+ 2.57% |
$199K - $220K
|
39.6K
$10.9M
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
987New |
$198K - $219K
|
987
$271K
|