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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9+ 0.6% |
$1.69K - $1.97K
|
1.51K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.34% |
$1.5K - $1.75K
|
2.34K
$648K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.21% |
$1.5K - $1.75K
|
3.81K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8+ 0.25% |
$1.5K - $1.75K
|
3.24K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8+ 3.81% |
$1.5K - $1.75K
|
218
$60.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.35% |
$1.32K - $1.53K
|
2.01K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7New |
$1.32K - $1.53K
|
7
$1.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7+ 0.44% |
$1.32K - $1.53K
|
1.59K
$440K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.12% |
$1.32K - $1.53K
|
5.77K
$1.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.18% |
$1.32K - $1.53K
|
3.83K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 1.21% |
$1.13K - $1.32K
|
501
$139K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
6+ 0.38% |
$1.13K - $1.32K
|
1.59K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.15% |
$1.13K - $1.32K
|
3.94K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.27% |
$1.13K - $1.32K
|
2.23K
$617K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6+ 0.35% |
$1.13K - $1.32K
|
1.7K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.3% |
$940 - $1.1K
|
1.67K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5New |
$940 - $1.1K
|
5
$1.38K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5+ 0.02% |
$940 - $1.1K
|
24.7K
$6.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
5+ 0.47% |
$940 - $1.1K
|
1.08K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$940 - $1.1K
|
779
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$752 - $877
|
1.27K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3+ 0.13% |
$564 - $658
|
2.27K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.06% |
$564 - $658
|
5.2K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.03% |
$564 - $658
|
10.3K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.1% |
$564 - $658
|
3.09K
$854K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$564 - $658
|
5.76K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.33% |
$564 - $658
|
908
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$564 - $658
|
5.29K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$564 - $658
|
667
$185K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.0% |
$564 - $658
|
73.7K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3+ 0.16% |
$564 - $658
|
1.88K
$520K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.06% |
$564 - $658
|
4.89K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$376 - $438
|
2
$553
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.17% |
$376 - $438
|
1.21K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2+ 0.13% |
$376 - $438
|
1.59K
$440K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.16% |
$376 - $438
|
1.27K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$376 - $438
|
2
$553
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$376 - $438
|
762
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.18% |
$376 - $438
|
1.09K
$301K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$376 - $438
|
3.45K
$953K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.06% |
$376 - $438
|
3.49K
$965K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.01% |
$188 - $219
|
100
$27.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$188 - $219
|
1
$277
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.06% |
$188 - $219
|
1.69K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.1% |
$188 - $219
|
1.05K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.03% |
$188 - $219
|
3.53K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$188 - $219
|
3.55K
$981K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$188 - $219
|
5.38K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.62% |
$188 - $219
|
162
$44.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1+ 0.09% |
$188 - $219
|
1.08K
$298K
|