Purchases and Sales Made in Q2 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.04KNew |
$192K - $212K
|
1.04K
$290K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.04KNew |
$192K - $212K
|
1.04K
$290K
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.04KNew |
$192K - $211K
|
1.04K
$289K
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.04KNew |
$192K - $211K
|
1.04K
$289K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$191K - $210K
|
1.04K
$287K
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
BUY
|
- |
1.03KNew |
$191K - $210K
|
1.03K
$287K
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.03K+ 3.6% |
$190K - $209K
|
29.6K
$8.23M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.03K+ 32.41% |
$190K - $209K
|
4.2K
$1.17M
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.03K+ 2.42% |
$190K - $209K
|
43.5K
$12.1M
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.03K+ 5.24% |
$189K - $208K
|
20.6K
$5.72M
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.03KNew |
$189K - $208K
|
1.03K
$285K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.01KNew |
$186K - $204K
|
1.01K
$280K
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.01KNew |
$185K - $204K
|
1.01K
$279K
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1KNew |
$185K - $203K
|
1K
$278K
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1KNew |
$184K - $203K
|
1K
$278K
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1KNew |
$184K - $203K
|
1K
$278K
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
991New |
$183K - $201K
|
991
$275K
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
953+ 51.74% |
$176K - $193K
|
2.8K
$776K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
892+ 30.87% |
$164K - $181K
|
3.78K
$1.05M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
858+ 30.15% |
$158K - $174K
|
3.7K
$1.03M
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
854+ 3.52% |
$157K - $173K
|
25.1K
$6.97M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
803+ 250.94% |
$148K - $163K
|
1.12K
$312K
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
799+ 2.14% |
$147K - $162K
|
38.1K
$10.6M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
784+ 20.63% |
$145K - $159K
|
4.58K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
765+ 3.33% |
$141K - $155K
|
23.7K
$6.59M
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
758+ 8.0% |
$140K - $154K
|
10.2K
$2.84M
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
749+ 3.41% |
$138K - $152K
|
22.7K
$6.31M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
738+ 16.11% |
$136K - $150K
|
5.32K
$1.48M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
717+ 13.13% |
$132K - $145K
|
6.18K
$1.72M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
698+ 12.41% |
$129K - $141K
|
6.32K
$1.76M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
698+ 2.25% |
$129K - $141K
|
31.7K
$8.81M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
681+ 11.79% |
$126K - $138K
|
6.46K
$1.79M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
672+ 212.66% |
$124K - $136K
|
988
$274K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
648+ 0.46% |
$119K - $131K
|
143K
$39.6M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
642+ 4.06% |
$118K - $130K
|
16.5K
$4.57M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
635+ 7.75% |
$117K - $129K
|
8.83K
$2.45M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
602+ 7.58% |
$111K - $122K
|
8.54K
$2.37M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
584+ 5.52% |
$108K - $118K
|
11.2K
$3.1M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
558+ 9.3% |
$103K - $113K
|
6.56K
$1.82M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
542+ 2.3% |
$99.9K - $110K
|
24.1K
$6.7M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
541+ 32.87% |
$99.7K - $110K
|
2.19K
$607K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
540+ 43.1% |
$99.6K - $109K
|
1.79K
$498K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
528+ 16.4% |
$97.4K - $107K
|
3.75K
$1.04M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
519+ 8.43% |
$95.7K - $105K
|
6.68K
$1.85M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
517+ 7.06% |
$95.3K - $105K
|
7.84K
$2.18M
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
500+ 18.25% |
$92.2K - $101K
|
3.24K
$900K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
494+ 26.1% |
$91.1K - $100K
|
2.39K
$663K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
491+ 2.02% |
$90.5K - $99.5K
|
24.8K
$6.9M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
490+ 1.11% |
$90.3K - $99.3K
|
44.4K
$12.3M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
473New |
$87.2K - $95.9K
|
473
$131K
|