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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
75+ 5.48% |
$12.2K - $13.9K
|
1.44K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
73New |
$11.9K - $13.6K
|
73
$20.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
73+ 0.35% |
$11.9K - $13.6K
|
20.7K
$5.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
68+ 1.94% |
$11.1K - $12.6K
|
3.58K
$991K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66New |
$10.8K - $12.3K
|
66
$18.3K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
63+ 26.47% |
$10.3K - $11.7K
|
301
$83.3K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62+ 1.24% |
$10.1K - $11.5K
|
5.05K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
61+ 0.99% |
$9.94K - $11.3K
|
6.25K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
58New |
$9.45K - $10.8K
|
58
$16K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
57+ 1.58% |
$9.29K - $10.6K
|
3.65K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
57+ 1.17% |
$9.29K - $10.6K
|
4.95K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
55+ 0.37% |
$8.96K - $10.2K
|
15K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
55+ 1.59% |
$8.96K - $10.2K
|
3.53K
$975K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
52+ 7.2% |
$8.47K - $9.67K
|
774
$214K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
50+ 1.1% |
$8.15K - $9.3K
|
4.59K
$1.27M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
50+ 2.05% |
$8.15K - $9.3K
|
2.49K
$688K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
48+ 1.1% |
$7.82K - $8.92K
|
4.41K
$1.22M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
47+ 6.23% |
$7.66K - $8.74K
|
802
$222K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
44+ 13.84% |
$7.17K - $8.18K
|
362
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
43+ 0.48% |
$7.01K - $7.99K
|
8.98K
$2.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
42+ 2.82% |
$6.85K - $7.81K
|
1.53K
$424K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
42New |
$6.85K - $7.81K
|
42
$11.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
42+ 0.21% |
$6.85K - $7.81K
|
19.9K
$5.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
41New |
$6.68K - $7.62K
|
41
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
41+ 0.99% |
$6.68K - $7.62K
|
4.16K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
38+ 0.21% |
$6.19K - $7.07K
|
18.2K
$5.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
29+ 0.61% |
$4.73K - $5.39K
|
4.75K
$1.31M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
28+ 466.67% |
$4.56K - $5.21K
|
34
$9.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
28+ 0.04% |
$4.56K - $5.21K
|
70.1K
$19.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
27+ 0.06% |
$4.4K - $5.02K
|
45.6K
$12.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.92% |
$4.24K - $4.83K
|
2.86K
$792K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
25+ 0.56% |
$4.07K - $4.65K
|
4.49K
$1.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.19% |
$4.07K - $4.65K
|
13K
$3.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
25+ 0.57% |
$4.07K - $4.65K
|
4.44K
$1.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24+ 2.01% |
$3.91K - $4.46K
|
1.22K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23+ 1.36% |
$3.75K - $4.28K
|
1.71K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
23+ 0.48% |
$3.75K - $4.28K
|
4.78K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
22New |
$3.59K - $4.09K
|
22
$6.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.44% |
$3.42K - $3.9K
|
4.75K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.45% |
$3.26K - $3.72K
|
4.48K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.06% |
$2.93K - $3.35K
|
28.9K
$7.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
17+ 0.46% |
$2.77K - $3.16K
|
3.74K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
16+ 0.49% |
$2.61K - $2.97K
|
3.31K
$916K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 0.48% |
$2.44K - $2.79K
|
3.13K
$866K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.27% |
$2.28K - $2.6K
|
5.21K
$1.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14+ 0.47% |
$2.28K - $2.6K
|
3K
$829K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 0.29% |
$2.12K - $2.42K
|
4.51K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
13+ 4.59% |
$2.12K - $2.42K
|
296
$81.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10+ 0.25% |
$1.63K - $1.86K
|
3.93K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
10+ 0.2% |
$1.63K - $1.86K
|
4.92K
$1.36M
|