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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$188 - $219
|
4.99K
$1.43M
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$188 - $219
|
1
$286
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.07% |
$188 - $219
|
1.51K
$430K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.62% |
$188 - $219
|
162
$46.3K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.1% |
$188 - $219
|
1.05K
$299K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.56% |
$188 - $219
|
40
$11.4K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.22% |
$188 - $219
|
46
$13.1K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.06% |
$188 - $219
|
1.69K
$481K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.01% |
$188 - $219
|
100
$28.6K
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$188 - $219
|
226
$64.6K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.02% |
$188 - $219
|
5.85K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$188 - $219
|
3.55K
$1.01M
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$188 - $219
|
5.38K
$1.54M
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1- 0.01% |
$188 - $219
|
20K
$5.71M
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1- 1.85% |
$188 - $219
|
53
$15.1K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1- 0.06% |
$188 - $219
|
1.56K
$446K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2- 0.01% |
$376 - $438
|
20.7K
$5.92M
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2- 0.32% |
$376 - $438
|
632
$181K
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2- 0.57% |
$376 - $438
|
348
$99.4K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.19% |
$564 - $658
|
1.58K
$451K
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-3- 0.07% |
$564 - $658
|
4.03K
$1.15M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3- 0.1% |
$564 - $658
|
3.09K
$881K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4- 0.26% |
$752 - $877
|
1.53K
$437K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 0.12% |
$752 - $877
|
3.44K
$981K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4- 0.04% |
$752 - $877
|
10.3K
$2.93M
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5- 0.11% |
$940 - $1.1K
|
4.72K
$1.35M
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-6Closed |
$1.13K - $1.32K
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6- 1.12% |
$1.13K - $1.32K
|
529
$151K
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-7- 0.46% |
$1.32K - $1.53K
|
1.52K
$434K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8- 3.67% |
$1.5K - $1.75K
|
210
$60K
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8- 0.52% |
$1.5K - $1.75K
|
1.53K
$436K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9- 0.02% |
$1.69K - $1.97K
|
40K
$11.4M
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-10- 0.72% |
$1.88K - $2.19K
|
1.38K
$395K
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-11- 0.34% |
$2.07K - $2.41K
|
3.22K
$919K
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-11- 0.26% |
$2.07K - $2.41K
|
4.19K
$1.2M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 5.66% |
$2.26K - $2.63K
|
200
$57.1K
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-12- 0.12% |
$2.26K - $2.63K
|
9.62K
$2.75M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 6.34% |
$2.44K - $2.85K
|
192
$54.8K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 2.87% |
$2.63K - $3.07K
|
473
$135K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14- 1.21% |
$2.63K - $3.07K
|
1.14K
$326K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-14- 0.77% |
$2.63K - $3.07K
|
1.82K
$518K
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-16- 1.15% |
$3.01K - $3.51K
|
1.37K
$392K
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16- 0.73% |
$3.01K - $3.51K
|
2.18K
$622K
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-17- 0.21% |
$3.2K - $3.73K
|
8.18K
$2.34M
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-17- 0.35% |
$3.2K - $3.73K
|
4.78K
$1.37M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 1.83% |
$3.2K - $3.73K
|
913
$261K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 2.2% |
$3.38K - $3.95K
|
802
$229K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18- 2.95% |
$3.38K - $3.95K
|
592
$169K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-19- 0.05% |
$3.57K - $4.16K
|
38.3K
$10.9M
|