Purchases and Sales Made in Q4 2022 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.36% |
$1.63K - $1.86K
|
2.77K
$702K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10New |
$1.63K - $1.86K
|
10
$2.54K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10+ 0.25% |
$1.63K - $1.86K
|
3.93K
$998K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
10+ 0.2% |
$1.63K - $1.86K
|
4.92K
$1.25M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
10+ 0.14% |
$1.63K - $1.86K
|
7.17K
$1.82M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.4% |
$1.47K - $1.67K
|
2.29K
$580K
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.46% |
$1.47K - $1.67K
|
1.98K
$501K
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.06% |
$1.47K - $1.67K
|
14.3K
$3.64M
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.19% |
$1.3K - $1.49K
|
4.3K
$1.09M
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
8+ 0.47% |
$1.3K - $1.49K
|
1.71K
$435K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.14K - $1.3K
|
3.98K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7+ 0.45% |
$1.14K - $1.3K
|
1.57K
$398K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.42% |
$1.14K - $1.3K
|
1.67K
$424K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 2.91% |
$978 - $1.12K
|
212
$53.8K
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
6+ 0.52% |
$978 - $1.12K
|
1.16K
$295K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6+ 0.04% |
$978 - $1.12K
|
15.4K
$3.91M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.3% |
$978 - $1.12K
|
2.02K
$513K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
6+ 0.22% |
$978 - $1.12K
|
2.79K
$706K
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.17% |
$652 - $744
|
2.3K
$583K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.3% |
$489 - $558
|
1K
$254K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$489 - $558
|
5.54K
$1.4M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3+ 0.02% |
$489 - $558
|
13.6K
$3.45M
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$489 - $558
|
656
$166K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$489 - $558
|
25.1K
$6.35M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3+ 0.19% |
$489 - $558
|
1.55K
$394K
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 6.52% |
$489 - $558
|
49
$12.4K
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.57% |
$326 - $372
|
350
$88.8K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.13% |
$326 - $372
|
1.5K
$381K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$326 - $372
|
9.48K
$2.4M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.06% |
$163 - $186
|
1.73K
$438K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.32% |
$163 - $186
|
316
$80.1K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$163 - $186
|
5.98K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.44% |
$163 - $186
|
229
$58.1K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.63% |
$163 - $186
|
159
$40.3K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$163 - $186
|
1
$254
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.6% |
$163 - $186
|
168
$42.6K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.03% |
$163 - $186
|
3.21K
$814K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.16% |
$163 - $186
|
629
$160K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 0.23% |
$978 - $1.12K
|
2.66K
$674K
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6- 0.37% |
$978 - $1.12K
|
1.6K
$405K
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-9- 0.09% |
$1.47K - $1.67K
|
9.59K
$2.43M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10- 0.62% |
$1.63K - $1.86K
|
1.61K
$409K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-11- 9.57% |
$1.79K - $2.05K
|
104
$26.4K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 2.08% |
$1.96K - $2.23K
|
565
$143K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-13- 0.25% |
$2.12K - $2.42K
|
5.19K
$1.32M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 0.93% |
$2.12K - $2.42K
|
1.38K
$350K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-17- 4.01% |
$2.77K - $3.16K
|
407
$103K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 1.77% |
$3.1K - $3.53K
|
1.06K
$268K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19- 0.53% |
$3.1K - $3.53K
|
3.59K
$911K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-20- 0.21% |
$3.26K - $3.72K
|
9.48K
$2.4M
|