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 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
189New |
$35.5K - $41.4K
|
189
$52.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
183+ 0.64% |
$34.4K - $40.1K
|
28.9K
$7.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
177+ 0.52% |
$33.3K - $38.8K
|
34.3K
$9.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
177+ 5.81% |
$33.3K - $38.8K
|
3.22K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
165+ 3.46% |
$31K - $36.2K
|
4.93K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
161+ 30.61% |
$30.3K - $35.3K
|
687
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
155+ 7.13% |
$29.1K - $34K
|
2.33K
$644K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
154New |
$29K - $33.8K
|
154
$42.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
154+ 12.06% |
$29K - $33.8K
|
1.43K
$396K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
141+ 0.71% |
$26.5K - $30.9K
|
20.1K
$5.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
141+ 1.08% |
$26.5K - $30.9K
|
13.2K
$3.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
140+ 0.46% |
$26.3K - $30.7K
|
30.5K
$8.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
139+ 1.93% |
$26.1K - $30.5K
|
7.34K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
139New |
$26.1K - $30.5K
|
139
$38.5K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
136+ 1.1% |
$25.6K - $29.8K
|
12.5K
$3.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
134+ 4.02% |
$25.2K - $29.4K
|
3.47K
$959K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
134+ 9.7% |
$25.2K - $29.4K
|
1.52K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
131+ 0.3% |
$24.6K - $28.7K
|
44K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
130New |
$24.4K - $28.5K
|
130
$36K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
125+ 1.38% |
$23.5K - $27.4K
|
9.19K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
125+ 0.28% |
$23.5K - $27.4K
|
44.5K
$12.3M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
123+ 7.57% |
$23.1K - $27K
|
1.75K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
121+ 0.46% |
$22.7K - $26.5K
|
26.6K
$7.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
114+ 0.44% |
$21.4K - $25K
|
26K
$7.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
113+ 5.72% |
$21.2K - $24.8K
|
2.09K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
111+ 8.46% |
$20.9K - $24.3K
|
1.42K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
110New |
$20.7K - $24.1K
|
110
$30.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
109+ 69.43% |
$20.5K - $23.9K
|
266
$73.6K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
107New |
$20.1K - $23.5K
|
107
$29.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
105+ 0.09% |
$19.7K - $23K
|
117K
$32.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
104+ 2.01% |
$19.6K - $22.8K
|
5.27K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
104+ 1.57% |
$19.6K - $22.8K
|
6.73K
$1.86M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
103+ 0.07% |
$19.4K - $22.6K
|
139K
$38.4M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
101+ 0.48% |
$19K - $22.1K
|
21.2K
$5.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
101+ 0.48% |
$19K - $22.1K
|
21.2K
$5.87M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$18.8K - $21.9K
|
100
$27.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
98+ 1.07% |
$18.4K - $21.5K
|
9.22K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
96+ 0.26% |
$18K - $21K
|
37.5K
$10.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
95+ 0.25% |
$17.9K - $20.8K
|
37.5K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
93+ 0.2% |
$17.5K - $20.4K
|
46.4K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
89New |
$16.7K - $19.5K
|
89
$24.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
89+ 2.65% |
$16.7K - $19.5K
|
3.45K
$953K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87+ 2.26% |
$16.4K - $19.1K
|
3.93K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
86+ 2.84% |
$16.2K - $18.8K
|
3.12K
$862K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
84+ 6.09% |
$15.8K - $18.4K
|
1.46K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
82New |
$15.4K - $18K
|
82
$22.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
80+ 7.09% |
$15K - $17.5K
|
1.21K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
74+ 0.4% |
$13.9K - $16.2K
|
18.5K
$5.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
74+ 5.85% |
$13.9K - $16.2K
|
1.34K
$371K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
73+ 1.72% |
$13.7K - $16K
|
4.32K
$1.19M
|