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 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.74KNew |
$703K - $820K
|
3.74K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.6K+ 40.44% |
$677K - $789K
|
12.5K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.55KNew |
$667K - $777K
|
3.55K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.51K+ 7.32% |
$660K - $770K
|
51.5K
$15.9M
|
|
|
May 29, 2025
Q4 2023
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.51KNew |
$660K - $769K
|
3.51K
$1.08M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.51KNew |
$659K - $768K
|
3.51K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.44K+ 3.05% |
$646K - $753K
|
116K
$35.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.41KNew |
$641K - $748K
|
3.41K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.31K+ 126.82% |
$622K - $725K
|
5.92K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.16KNew |
$593K - $692K
|
3.16K
$973K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.16KNew |
$593K - $691K
|
3.16K
$972K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
$593K - $691K
|
3.15K
$972K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.15K+ 42.42% |
$592K - $690K
|
10.6K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.11KNew |
$584K - $681K
|
3.11K
$957K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.1KNew |
$583K - $679K
|
3.1K
$955K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.1KNew |
$582K - $678K
|
3.1K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.09K+ 23.87% |
$581K - $678K
|
16.1K
$4.95M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.03K+ 19.6% |
$569K - $663K
|
18.5K
$5.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
2.96K+ 14.37% |
$556K - $649K
|
23.6K
$7.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$543K - $633K
|
2.89K
$890K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$525K - $612K
|
2.79K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.77K+ 1.83% |
$520K - $606K
|
154K
$47.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$514K - $599K
|
2.74K
$843K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
2.72K+ 255.3% |
$512K - $597K
|
3.79K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.7K+ 135.0% |
$508K - $592K
|
4.7K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.7K+ 14.13% |
$507K - $591K
|
21.8K
$6.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.66KNew |
$500K - $583K
|
2.66K
$819K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.62K+ 1.45% |
$493K - $574K
|
183K
$56.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
2.47K+ 23.3% |
$465K - $542K
|
13.1K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.46K+ 158.26% |
$463K - $539K
|
4.02K
$1.24M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.42KNew |
$455K - $530K
|
2.42K
$746K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.37KNew |
$446K - $519K
|
2.37K
$730K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.34KNew |
$440K - $513K
|
2.34K
$722K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$436K - $508K
|
2.32K
$715K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.32KNew |
$436K - $508K
|
2.32K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.3K+ 2.67% |
$433K - $504K
|
88.4K
$27.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2.29KNew |
$431K - $502K
|
2.29K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.29K+ 23.5% |
$430K - $501K
|
12K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.29KNew |
$430K - $501K
|
2.29K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.28K+ 61.58% |
$428K - $499K
|
5.97K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.24KNew |
$421K - $491K
|
2.24K
$690K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.12K+ 10.11% |
$399K - $465K
|
23.1K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.12KNew |
$399K - $465K
|
2.12K
$654K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.1KNew |
$395K - $460K
|
2.1K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.07K+ 37.78% |
$389K - $453K
|
7.54K
$2.32M
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.07K+ 37.78% |
$389K - $453K
|
7.54K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.05KNew |
$386K - $450K
|
2.05K
$633K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.95K+ 15.54% |
$367K - $428K
|
14.5K
$4.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.95KNew |
$366K - $426K
|
1.95K
$599K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.94K+ 8.63% |
$365K - $425K
|
24.4K
$7.52M
|