Purchases and Sales Made in Q4 2022 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q4 2022. 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 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.13K+ 4.05% |
$184K - $210K
|
29K
$7.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.1KNew |
$179K - $204K
|
1.1K
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.1KNew |
$179K - $204K
|
1.1K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.09KNew |
$177K - $202K
|
1.09K
$299K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.09K+ 3.4% |
$177K - $202K
|
33K
$9.06M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.07K+ 2.62% |
$174K - $198K
|
41.8K
$11.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.02K+ 6.9% |
$167K - $190K
|
15.9K
$4.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.02K+ 27.88% |
$167K - $190K
|
4.69K
$1.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 50.27% |
$166K - $189K
|
3.04K
$833K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
931New |
$152K - $173K
|
931
$255K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
928+ 15.08% |
$151K - $173K
|
7.08K
$1.94M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
902+ 2.12% |
$147K - $168K
|
43.4K
$11.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
900New |
$147K - $167K
|
900
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
899+ 14.04% |
$147K - $167K
|
7.3K
$2M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
898New |
$146K - $167K
|
898
$246K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
813+ 5.63% |
$133K - $151K
|
15.2K
$4.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
812+ 30.1% |
$132K - $151K
|
3.51K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
764+ 6.41% |
$125K - $142K
|
12.7K
$3.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
751New |
$122K - $140K
|
751
$206K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
736+ 3.88% |
$120K - $137K
|
19.7K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
729+ 13.86% |
$119K - $136K
|
5.99K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
723New |
$118K - $134K
|
723
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
714+ 1098.46% |
$116K - $133K
|
779
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
707+ 0.91% |
$115K - $131K
|
78.8K
$21.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
686New |
$112K - $128K
|
686
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
668New |
$109K - $124K
|
668
$183K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
668+ 710.64% |
$109K - $124K
|
762
$209K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
663+ 16.92% |
$108K - $123K
|
4.58K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
663+ 7.12% |
$108K - $123K
|
9.97K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
650+ 10.01% |
$106K - $121K
|
7.14K
$1.96M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
647+ 18.59% |
$105K - $120K
|
4.13K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
646New |
$105K - $120K
|
646
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
626New |
$102K - $116K
|
626
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
585+ 9.34% |
$95.3K - $109K
|
6.85K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
569+ 258.64% |
$92.7K - $106K
|
789
$216K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
549+ 67.03% |
$89.5K - $102K
|
1.37K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
537+ 90.86% |
$87.5K - $99.8K
|
1.13K
$309K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
524+ 36.06% |
$85.4K - $97.4K
|
1.98K
$542K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
518+ 89.0% |
$84.4K - $96.3K
|
1.1K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
495New |
$80.7K - $92K
|
495
$136K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
487+ 10.94% |
$79.4K - $90.5K
|
4.94K
$1.35M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
463+ 3.91% |
$75.5K - $86.1K
|
12.3K
$3.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
457+ 8.6% |
$74.5K - $85K
|
5.77K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
451+ 4.54% |
$73.5K - $83.9K
|
10.4K
$2.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
440+ 12.04% |
$71.7K - $81.8K
|
4.09K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
435New |
$70.9K - $80.9K
|
435
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
412+ 14.78% |
$67.1K - $76.6K
|
3.2K
$877K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 18.42% |
$65.2K - $74.4K
|
2.57K
$705K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
390+ 96.06% |
$63.6K - $72.5K
|
796
$218K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
367New |
$59.8K - $68.2K
|
367
$101K
|