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 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10New |
$1.63K - $1.86K
|
10
$2.74K
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.36% |
$1.63K - $1.86K
|
2.77K
$759K
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
10+ 0.14% |
$1.63K - $1.86K
|
7.17K
$1.97M
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.06% |
$1.47K - $1.67K
|
14.3K
$3.93M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.4% |
$1.47K - $1.67K
|
2.29K
$627K
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.46% |
$1.47K - $1.67K
|
1.98K
$542K
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
8+ 0.47% |
$1.3K - $1.49K
|
1.71K
$470K
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.19% |
$1.3K - $1.49K
|
4.3K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.14K - $1.3K
|
3.98K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7+ 0.45% |
$1.14K - $1.3K
|
1.57K
$430K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.42% |
$1.14K - $1.3K
|
1.67K
$459K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 2.91% |
$978 - $1.12K
|
212
$58.1K
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
6+ 0.52% |
$978 - $1.12K
|
1.16K
$319K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.3% |
$978 - $1.12K
|
2.02K
$554K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6+ 0.04% |
$978 - $1.12K
|
15.4K
$4.23M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
6+ 0.22% |
$978 - $1.12K
|
2.79K
$764K
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.17% |
$652 - $744
|
2.3K
$630K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3+ 0.19% |
$489 - $558
|
1.55K
$426K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$489 - $558
|
25.1K
$6.87M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 6.52% |
$489 - $558
|
49
$13.4K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$489 - $558
|
656
$180K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$489 - $558
|
5.54K
$1.52M
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.3% |
$489 - $558
|
1K
$275K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3+ 0.02% |
$489 - $558
|
13.6K
$3.73M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$326 - $372
|
9.48K
$2.6M
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.57% |
$326 - $372
|
350
$96K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.13% |
$326 - $372
|
1.5K
$412K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.06% |
$163 - $186
|
1.73K
$473K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.44% |
$163 - $186
|
229
$62.8K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.6% |
$163 - $186
|
168
$46.1K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.32% |
$163 - $186
|
316
$86.7K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$163 - $186
|
1
$274
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.03% |
$163 - $186
|
3.21K
$880K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.63% |
$163 - $186
|
159
$43.6K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$163 - $186
|
5.98K
$1.64M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.16% |
$163 - $186
|
629
$172K
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6- 0.37% |
$978 - $1.12K
|
1.6K
$438K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 0.23% |
$978 - $1.12K
|
2.66K
$729K
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-9- 0.09% |
$1.47K - $1.67K
|
9.59K
$2.63M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10- 0.62% |
$1.63K - $1.86K
|
1.61K
$442K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-11- 9.57% |
$1.79K - $2.05K
|
104
$28.5K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 2.08% |
$1.96K - $2.23K
|
565
$155K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-13- 0.25% |
$2.12K - $2.42K
|
5.19K
$1.42M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 0.93% |
$2.12K - $2.42K
|
1.38K
$379K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-17- 4.01% |
$2.77K - $3.16K
|
407
$112K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19- 0.53% |
$3.1K - $3.53K
|
3.59K
$985K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 1.77% |
$3.1K - $3.53K
|
1.06K
$290K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-20- 0.21% |
$3.26K - $3.72K
|
9.48K
$2.6M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-20- 0.86% |
$3.26K - $3.72K
|
2.31K
$633K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21- 1.38% |
$3.42K - $3.9K
|
1.5K
$412K
|