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 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$2.32M - $2.7M
|
12.3K
$3.41M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.2K+ 13.79% |
$2.29M - $2.67M
|
101K
$27.9M
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
12.1KNew |
$2.28M - $2.65M
|
12.1K
$3.35M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 11.69% |
$2.16M - $2.52M
|
110K
$30.4M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 2.85% |
$2.11M - $2.46M
|
405K
$112M
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
11.1K+ 4.14% |
$2.09M - $2.44M
|
280K
$77.4M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
10.7KNew |
$2.02M - $2.35M
|
10.7K
$2.97M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.99M - $2.32M
|
10.6K
$2.93M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.89K+ 313.57% |
$1.86M - $2.17M
|
13K
$3.61M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9.4K+ 11.6% |
$1.77M - $2.06M
|
90.4K
$25M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
9.18K+ 38.58% |
$1.73M - $2.01M
|
33K
$9.12M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.58K+ 28.18% |
$1.61M - $1.88M
|
39K
$10.8M
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.39K+ 21.58% |
$1.58M - $1.84M
|
47.3K
$13.1M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.93K+ 343.42% |
$1.49M - $1.74M
|
10.2K
$2.83M
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.71KNew |
$1.45M - $1.69M
|
7.71K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.36KNew |
$1.38M - $1.61M
|
7.36K
$2.04M
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.34K+ 2.62% |
$1.38M - $1.61M
|
288K
$79.7M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.28K+ 4.2% |
$1.37M - $1.6M
|
181K
$50M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.28K+ 16.64% |
$1.37M - $1.59M
|
51K
$14.1M
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.13KNew |
$1.34M - $1.56M
|
7.13K
$1.97M
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.08KNew |
$1.33M - $1.55M
|
7.08K
$1.96M
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.81K+ 8.51% |
$1.28M - $1.49M
|
86.9K
$24M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.41KNew |
$1.2M - $1.4M
|
6.41K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.19KNew |
$1.16M - $1.36M
|
6.19K
$1.71M
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.99KNew |
$1.13M - $1.31M
|
5.99K
$1.66M
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
5.77K+ 156.66% |
$1.09M - $1.27M
|
9.46K
$2.62M
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.65KNew |
$1.06M - $1.24M
|
5.65K
$1.56M
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.61K+ 5.35% |
$1.05M - $1.23M
|
110K
$30.5M
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.58KNew |
$1.05M - $1.22M
|
5.58K
$1.54M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.48K+ 149.58% |
$1.03M - $1.2M
|
9.15K
$2.53M
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.4KNew |
$1.01M - $1.18M
|
5.4K
$1.49M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.33K+ 8.68% |
$1M - $1.17M
|
66.7K
$18.4M
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.25K+ 469.26% |
$987K - $1.15M
|
6.37K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.23K+ 1.43% |
$983K - $1.15M
|
372K
$103M
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.1K+ 1.26% |
$959K - $1.12M
|
411K
$114M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.01K+ 51.11% |
$943K - $1.1M
|
14.8K
$4.1M
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
4.96K+ 6.28% |
$932K - $1.09M
|
83.9K
$23.2M
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$917K - $1.07M
|
4.88K
$1.35M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.86K+ 207.24% |
$914K - $1.07M
|
7.21K
$1.99M
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.72KNew |
$886K - $1.03M
|
4.72K
$1.3M
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.68KNew |
$879K - $1.03M
|
4.68K
$1.29M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.65KNew |
$874K - $1.02M
|
4.65K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.58KNew |
$860K - $1M
|
4.58K
$1.27M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.48K+ 5.95% |
$842K - $982K
|
79.8K
$22.1M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.47K+ 0.15% |
$839K - $979K
|
3.07M
$848M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.46K+ 19.4% |
$838K - $977K
|
27.4K
$7.59M
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
4.41KNew |
$829K - $966K
|
4.41K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
4.4KNew |
$827K - $964K
|
4.4K
$1.22M
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.26K+ 6.28% |
$801K - $933K
|
72.1K
$19.9M
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.99K+ 18.6% |
$750K - $875K
|
25.5K
$7.04M
|