Purchases and Sales Made in Q1 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1K- 5.49% |
$173K - $191K
|
17.2K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.01K- 3.43% |
$174K - $191K
|
28.3K
$7.79M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.02K- 4.62% |
$176K - $193K
|
21K
$5.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.04K- 1.22% |
$179K - $198K
|
84.2K
$23.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.04K- 2.34% |
$180K - $198K
|
43.3K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.05K- 0.61% |
$181K - $200K
|
172K
$47.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.09K- 2.45% |
$188K - $207K
|
43.2K
$11.9M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.1K- 2.53% |
$190K - $209K
|
42.3K
$11.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 3.57% |
$198K - $219K
|
31K
$8.54M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.18K- 32.36% |
$203K - $224K
|
2.46K
$677K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.2K- 48.35% |
$207K - $228K
|
1.28K
$353K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.21K- 97.98% |
$210K - $231K
|
25
$6.88K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.24K- 16.72% |
$214K - $235K
|
6.16K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.26K- 1.95% |
$218K - $241K
|
63.4K
$17.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.28K- 8.89% |
$220K - $243K
|
13.1K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.28K- 3.07% |
$222K - $244K
|
40.5K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.32K- 2.61% |
$227K - $250K
|
49.1K
$13.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.33K- 0.27% |
$230K - $254K
|
500K
$138M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.34K- 18.39% |
$232K - $256K
|
5.96K
$1.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.36K- 28.18% |
$236K - $260K
|
3.48K
$957K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.42K- 4.51% |
$245K - $270K
|
30K
$8.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.43K- 1.24% |
$246K - $271K
|
113K
$31.2M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 1.02% |
$246K - $271K
|
138K
$38M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.43K- 1.49% |
$246K - $271K
|
94.2K
$25.9M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.48K- 11.91% |
$256K - $282K
|
10.9K
$3.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.56K- 2.42% |
$270K - $297K
|
63K
$17.3M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 88.3% |
$292K - $322K
|
224
$61.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.7K- 3.09% |
$293K - $323K
|
53.3K
$14.7M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.72K- 17.89% |
$297K - $327K
|
7.89K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.73K- 5.26% |
$299K - $329K
|
31.1K
$8.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.74K- 24.29% |
$301K - $332K
|
5.43K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.77K- 21.27% |
$306K - $337K
|
6.55K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.8K- 2.38% |
$310K - $342K
|
73.7K
$20.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 27.14% |
$317K - $349K
|
4.92K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.84K- 7.77% |
$318K - $350K
|
21.8K
$6.01M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.86K- 5.99% |
$321K - $353K
|
29.1K
$8.01M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.89K- 6.53% |
$327K - $360K
|
27.1K
$7.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.9K- 6.74% |
$328K - $362K
|
26.3K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.01K- 0.69% |
$347K - $383K
|
291K
$80.1M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.07K- 64.62% |
$358K - $395K
|
1.14K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.12K- 0.65% |
$366K - $404K
|
322K
$88.8M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.18K- 4.24% |
$376K - $414K
|
49.1K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 0.36% |
$377K - $415K
|
607K
$167M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.18K- 35.83% |
$377K - $415K
|
3.9K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.52K- 9.4% |
$435K - $479K
|
24.3K
$6.68M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.57K- 63.35% |
$445K - $490K
|
1.49K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.6K- 10.62% |
$448K - $494K
|
21.8K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.81K- 32.64% |
$485K - $535K
|
5.8K
$1.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.89K- 3.47% |
$499K - $550K
|
80.5K
$22.2M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.12K- 0.41% |
$540K - $594K
|
759K
$209M
|