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 |
|---|---|---|---|---|---|---|---|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.81K- 16.78% |
$341K - $397K
|
8.99K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 1.06% |
$342K - $398K
|
169K
$52.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.86K- 11.3% |
$350K - $408K
|
14.6K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.87K- 37.86% |
$351K - $410K
|
3.07K
$945K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.92K- 51.23% |
$361K - $421K
|
1.83K
$564K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-1.93K- 1.54% |
$363K - $423K
|
124K
$38.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.97K- 20.59% |
$370K - $431K
|
7.59K
$2.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.08K- 12.91% |
$392K - $457K
|
14.1K
$4.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.12K- 4.9% |
$399K - $466K
|
41.3K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.14K- 2.7% |
$402K - $468K
|
77.1K
$23.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-2.2K- 60.45% |
$413K - $482K
|
1.44K
$443K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-2.2K- 20.17% |
$413K - $482K
|
8.71K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.21K- 5.53% |
$415K - $484K
|
37.7K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.26K- 44.68% |
$425K - $496K
|
2.8K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.29K- 45.19% |
$430K - $501K
|
2.77K
$854K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.29K- 4.71% |
$430K - $501K
|
46.3K
$14.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.31K- 3.34% |
$434K - $506K
|
66.9K
$20.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.31K- 7.17% |
$434K - $506K
|
29.9K
$9.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.36K- 4.61% |
$443K - $517K
|
48.8K
$15M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.45K- 1.42% |
$460K - $536K
|
170K
$52.4M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.54K- 15.48% |
$477K - $556K
|
13.8K
$4.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 36.64% |
$479K - $558K
|
4.4K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.59K- 45.22% |
$487K - $567K
|
3.14K
$966K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.62K- 2.29% |
$492K - $573K
|
112K
$34.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.68K- 9.95% |
$503K - $587K
|
24.2K
$7.46M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.74K- 5.76% |
$515K - $601K
|
44.9K
$13.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.94K- 6.86% |
$553K - $645K
|
40K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.06K- 3.21% |
$575K - $670K
|
92.1K
$28.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.16K- 20.93% |
$594K - $692K
|
11.9K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.19K- 3.85% |
$599K - $698K
|
79.6K
$24.5M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.22K- 4.37% |
$605K - $705K
|
70.4K
$21.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 11.64% |
$612K - $713K
|
24.7K
$7.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.34K- 3.12% |
$628K - $732K
|
104K
$31.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.35K- 20.43% |
$631K - $735K
|
13.1K
$4.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-3.4K- 18.77% |
$639K - $745K
|
14.7K
$4.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.59K- 98.95% |
$676K - $788K
|
38
$11.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.69K- 12.5% |
$694K - $809K
|
25.9K
$7.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.76K- 3.57% |
$706K - $823K
|
102K
$31.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.26K- 24.04% |
$800K - $933K
|
13.5K
$4.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-4.26K- 1.19% |
$801K - $934K
|
353K
$109M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-4.27K- 10.65% |
$804K - $937K
|
35.8K
$11M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.37K- 3.53% |
$822K - $958K
|
120K
$36.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.44K- 7.83% |
$835K - $974K
|
52.3K
$16.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-4.54K- 5.3% |
$854K - $996K
|
81.1K
$25M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4.71K- 6.37% |
$885K - $1.03M
|
69.3K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.78K- 24.9% |
$898K - $1.05M
|
14.4K
$4.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.23K- 3.72% |
$984K - $1.15M
|
135K
$41.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.14K- 5.3% |
$1.15M - $1.34M
|
110K
$33.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.43K- 4.07% |
$1.21M - $1.41M
|
151K
$46.7M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-6.5K- 93.71% |
$1.22M - $1.42M
|
436
$134K
|