Purchases and Sales Made in Q3 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.47% |
$195 - $210
|
212
$58.4K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$195 - $210
|
5.98K
$1.65M
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.63% |
$195 - $210
|
161
$44.3K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$195 - $210
|
2.91K
$802K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.18% |
$585 - $629
|
1.66K
$458K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3- 0.09% |
$585 - $629
|
3.44K
$947K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 0.09% |
$585 - $629
|
3.33K
$918K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-5- 0.01% |
$975 - $1.05K
|
38.3K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5- 0.24% |
$975 - $1.05K
|
2.1K
$577K
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-6- 0.38% |
$1.17K - $1.26K
|
1.58K
$436K
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-7- 0.2% |
$1.37K - $1.47K
|
3.48K
$957K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 1.22% |
$1.37K - $1.47K
|
567
$156K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-7- 0.44% |
$1.37K - $1.47K
|
1.59K
$439K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-7- 0.12% |
$1.37K - $1.47K
|
5.75K
$1.58M
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-7- 0.13% |
$1.37K - $1.47K
|
5.42K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8- 0.08% |
$1.56K - $1.68K
|
9.41K
$2.59M
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9- 0.56% |
$1.76K - $1.89K
|
1.61K
$444K
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-9- 0.71% |
$1.76K - $1.89K
|
1.25K
$344K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.58% |
$1.95K - $2.1K
|
1.73K
$476K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10- 0.05% |
$1.95K - $2.1K
|
19.1K
$5.26M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.58% |
$1.95K - $2.1K
|
1.71K
$472K
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-10- 0.07% |
$1.95K - $2.1K
|
15K
$4.12M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-11- 0.15% |
$2.15K - $2.31K
|
7.45K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-11- 1.07% |
$2.15K - $2.31K
|
1.02K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-13- 0.09% |
$2.54K - $2.72K
|
15K
$4.13M
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-13- 0.03% |
$2.54K - $2.72K
|
45.9K
$12.6M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13- 0.25% |
$2.54K - $2.72K
|
5.17K
$1.42M
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-13- 1.12% |
$2.54K - $2.72K
|
1.15K
$316K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-14- 0.83% |
$2.73K - $2.93K
|
1.67K
$460K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-15- 1.2% |
$2.93K - $3.14K
|
1.23K
$339K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-18- 0.41% |
$3.51K - $3.77K
|
4.42K
$1.22M
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-18- 1.13% |
$3.51K - $3.77K
|
1.58K
$434K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-18- 47.37% |
$3.51K - $3.77K
|
20
$5.51K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18- 6.45% |
$3.51K - $3.77K
|
261
$71.9K
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-19- 0.18% |
$3.71K - $3.98K
|
10.3K
$2.83M
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.8% |
$3.9K - $4.19K
|
2.49K
$684K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20- 1.31% |
$3.9K - $4.19K
|
1.5K
$413K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-22- 13.1% |
$4.29K - $4.61K
|
146
$40.2K
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-24- 0.46% |
$4.68K - $5.03K
|
5.2K
$1.43M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25- 0.06% |
$4.88K - $5.24K
|
42.9K
$11.8M
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-25- 0.72% |
$4.88K - $5.24K
|
3.44K
$948K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-25- 4.42% |
$4.88K - $5.24K
|
540
$149K
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-27- 1.42% |
$5.27K - $5.66K
|
1.87K
$515K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-29- 1.0% |
$5.66K - $6.08K
|
2.88K
$794K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-29- 0.28% |
$5.66K - $6.08K
|
10.3K
$2.83M
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-29- 0.35% |
$5.66K - $6.08K
|
8.2K
$2.26M
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 1.36% |
$6.44K - $6.92K
|
2.39K
$658K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-33- 5.81% |
$6.44K - $6.92K
|
535
$147K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-34- 17.8% |
$6.63K - $7.13K
|
157
$43.2K
|