Purchases and Sales Made in Q4 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q4 2023. 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, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
908KNew |
$171M - $199M
|
908K
$249M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
436KNew |
$81.9M - $95.5M
|
436K
$119M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
248KNew |
$46.6M - $54.3M
|
248K
$67.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
235K+ 9.75% |
$44.2M - $51.6M
|
2.65M
$727M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
218K+ 62.11% |
$41M - $47.8M
|
569K
$156M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
179KNew |
$33.6M - $39.2M
|
179K
$49.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
171K+ 5.71% |
$32.1M - $37.4M
|
3.16M
$868M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
145K+ 0.88% |
$27.3M - $31.8M
|
16.7M
$4.57B
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
130K+ 30.7% |
$24.5M - $28.6M
|
555K
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 210.6% |
$23.4M - $27.3M
|
183K
$50.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 11.22% |
$23.3M - $27.2M
|
1.23M
$337M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77.4KNew |
$14.5M - $17M
|
77.4K
$21.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
74.8K+ 64.39% |
$14.1M - $16.4M
|
191K
$52.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58.9K+ 17698.2% |
$11.1M - $12.9M
|
59.3K
$16.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
58.2KNew |
$11M - $12.8M
|
58.2K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
57K+ 2.74% |
$10.7M - $12.5M
|
2.14M
$586M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.4K+ 2.24% |
$10.4M - $12.1M
|
2.53M
$693M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
52.9KNew |
$9.94M - $11.6M
|
52.9K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
48.3K+ 539.53% |
$9.08M - $10.6M
|
57.2K
$15.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
48.2KNew |
$9.05M - $10.6M
|
48.2K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.4K+ 7.59% |
$8.9M - $10.4M
|
671K
$184M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.9K+ 9.25% |
$8.81M - $10.3M
|
554K
$152M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.4K+ 62.36% |
$7.97M - $9.29M
|
110K
$30.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37.4K+ 353.9% |
$7.03M - $8.2M
|
48K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
35.1K+ 3.24% |
$6.59M - $7.68M
|
1.12M
$306M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33.1K+ 1515.54% |
$6.22M - $7.25M
|
35.3K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33K+ 4.24% |
$6.21M - $7.24M
|
813K
$223M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.7K+ 13.28% |
$6.15M - $7.17M
|
279K
$76.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
31.3KNew |
$5.88M - $6.85M
|
31.3K
$8.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31.2K+ 2.88% |
$5.87M - $6.84M
|
1.12M
$306M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
30.8KNew |
$5.79M - $6.74M
|
30.8K
$8.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27KNew |
$5.08M - $5.92M
|
27K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
26.1K+ 4.74% |
$4.91M - $5.73M
|
577K
$158M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.1KNew |
$4.72M - $5.5M
|
25.1K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24K+ 11703.9% |
$4.51M - $5.26M
|
24.2K
$6.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23.7K+ 396.94% |
$4.46M - $5.21M
|
29.7K
$8.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22.9K+ 17.58% |
$4.31M - $5.02M
|
153K
$42.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.3K+ 4.11% |
$4.19M - $4.88M
|
564K
$155M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.3K+ 4.11% |
$4.19M - $4.88M
|
564K
$155M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.7K+ 30.61% |
$4.08M - $4.76M
|
92.6K
$25.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.2K+ 1.66% |
$3.04M - $3.54M
|
991K
$272M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
15.8KNew |
$2.98M - $3.47M
|
15.8K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15.6KNew |
$2.93M - $3.42M
|
15.6K
$4.28M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15.1KNew |
$2.83M - $3.3M
|
15.1K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14.4K+ 9.47% |
$2.71M - $3.16M
|
167K
$45.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
14.2KNew |
$2.68M - $3.12M
|
14.2K
$3.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14K+ 4.06% |
$2.63M - $3.07M
|
359K
$98.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.6K+ 0.1% |
$2.56M - $2.98M
|
13M
$3.56B
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 53.46% |
$2.44M - $2.84M
|
37.3K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.5K+ 52.94% |
$2.35M - $2.74M
|
36.1K
$9.9M
|