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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 2.2% |
$3.38K - $3.95K
|
802
$247K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18- 2.95% |
$3.38K - $3.95K
|
592
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-19- 0.05% |
$3.57K - $4.16K
|
38.3K
$11.8M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-20- 0.41% |
$3.76K - $4.38K
|
4.85K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-20- 0.99% |
$3.76K - $4.38K
|
2K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-21- 0.73% |
$3.95K - $4.6K
|
2.87K
$884K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-22- 0.12% |
$4.14K - $4.82K
|
17.9K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23- 0.73% |
$4.32K - $5.04K
|
3.13K
$964K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-24- 1.64% |
$4.51K - $5.26K
|
1.44K
$444K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-25- 2.42% |
$4.7K - $5.48K
|
1.01K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-25- 24.51% |
$4.7K - $5.48K
|
77
$23.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-29- 1.83% |
$5.45K - $6.36K
|
1.55K
$478K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-30- 0.17% |
$5.64K - $6.58K
|
17.5K
$5.38M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-30- 20.55% |
$5.64K - $6.58K
|
116
$35.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 0.26% |
$5.83K - $6.79K
|
11.9K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-32- 1.36% |
$6.02K - $7.01K
|
2.33K
$718K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-34- 0.13% |
$6.39K - $7.45K
|
25.3K
$7.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-34- 0.7% |
$6.39K - $7.45K
|
4.84K
$1.49M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35- 1.21% |
$6.58K - $7.67K
|
2.85K
$878K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-38- 0.12% |
$7.14K - $8.33K
|
30.7K
$9.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-43- 69.35% |
$8.08K - $9.42K
|
19
$5.86K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-45- 0.25% |
$8.46K - $9.86K
|
17.7K
$5.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-46- 2.82% |
$8.65K - $10.1K
|
1.58K
$488K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-47- 2.01% |
$8.84K - $10.3K
|
2.29K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 1.98% |
$9.4K - $11K
|
2.48K
$763K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-54- 2.6% |
$10.2K - $11.8K
|
2.02K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-55- 3.29% |
$10.3K - $12.1K
|
1.62K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-62- 4.88% |
$11.7K - $13.6K
|
1.21K
$372K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-63- 4.04% |
$11.8K - $13.8K
|
1.5K
$461K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-63- 11.67% |
$11.8K - $13.8K
|
477
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-64- 3.76% |
$12K - $14K
|
1.64K
$504K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-65- 5.08% |
$12.2K - $14.2K
|
1.21K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-67- 4.11% |
$12.6K - $14.7K
|
1.56K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-70- 0.56% |
$13.2K - $15.3K
|
12.3K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-76- 97.44% |
$14.3K - $16.7K
|
2
$616
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-78- 14.5% |
$14.7K - $17.1K
|
460
$142K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-90- 1.22% |
$16.9K - $19.7K
|
7.29K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-92- 13.39% |
$17.3K - $20.2K
|
595
$183K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-94- 8.32% |
$17.7K - $20.6K
|
1.04K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.84% |
$18.6K - $21.7K
|
5.29K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 0.19% |
$18.8K - $21.9K
|
51.7K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 3.72% |
$18.8K - $21.9K
|
2.59K
$797K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-100- 3.72% |
$18.8K - $21.9K
|
2.59K
$797K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-100- 35.09% |
$18.8K - $21.9K
|
185
$57K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-102- 3.93% |
$19.2K - $22.4K
|
2.5K
$769K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-102- 3.21% |
$19.2K - $22.4K
|
3.08K
$948K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-103- 8.58% |
$19.4K - $22.6K
|
1.1K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-106- 1.44% |
$19.9K - $23.2K
|
7.23K
$2.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-109Closed |
$20.5K - $23.9K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-110- 0.36% |
$20.7K - $24.1K
|
30.5K
$9.39M
|