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 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-134- 0.22% |
$25.2K - $29.4K
|
60.1K
$16.7M
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-134- 13.79% |
$25.2K - $29.4K
|
838
$233K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-135- 21.57% |
$25.4K - $29.6K
|
491
$136K
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-138- 0.36% |
$25.9K - $30.2K
|
38.1K
$10.6M
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-140- 0.95% |
$26.3K - $30.7K
|
14.5K
$4.04M
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-143- 5.08% |
$26.9K - $31.3K
|
2.67K
$742K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-144- 2.05% |
$27.1K - $31.6K
|
6.89K
$1.91M
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-150- 8.0% |
$28.2K - $32.9K
|
1.73K
$479K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-150- 0.69% |
$28.2K - $32.9K
|
21.5K
$5.97M
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-154- 13.47% |
$29K - $33.8K
|
989
$275K
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-156- 12.48% |
$29.3K - $34.2K
|
1.09K
$304K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-163- 62.45% |
$30.6K - $35.7K
|
98
$27.2K
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-168- 1.71% |
$31.6K - $36.8K
|
9.68K
$2.69M
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-194- 0.73% |
$36.5K - $42.5K
|
26.3K
$7.3M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-194- 1.29% |
$36.5K - $42.5K
|
14.8K
$4.12M
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-195- 3.13% |
$36.7K - $42.7K
|
6.03K
$1.67M
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-197- 4.13% |
$37K - $43.2K
|
4.57K
$1.27M
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-205- 16.07% |
$38.5K - $44.9K
|
1.07K
$297K
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-210- 1.84% |
$39.5K - $46K
|
11.2K
$3.12M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-216- 2.3% |
$40.6K - $47.3K
|
9.2K
$2.55M
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-227- 2.82% |
$42.7K - $49.8K
|
7.82K
$2.17M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-234- 9.57% |
$44K - $51.3K
|
2.21K
$614K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-243- 22.21% |
$45.7K - $53.3K
|
851
$236K
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-248- 0.52% |
$46.6K - $54.4K
|
47.8K
$13.3M
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-254- 6.71% |
$47.8K - $55.7K
|
3.53K
$981K
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-263- 3.53% |
$49.4K - $57.6K
|
7.18K
$1.99M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-265- 22.18% |
$49.8K - $58.1K
|
930
$258K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-273- 2.79% |
$51.3K - $59.8K
|
9.51K
$2.64M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-273- 21.23% |
$51.3K - $59.8K
|
1.01K
$281K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-275- 3.26% |
$51.7K - $60.3K
|
8.17K
$2.27M
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-275- 11.93% |
$51.7K - $60.3K
|
2.03K
$564K
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-278- 13.38% |
$52.3K - $60.9K
|
1.8K
$500K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-281- 3.52% |
$52.8K - $61.6K
|
7.71K
$2.14M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-288- 9.34% |
$54.1K - $63.1K
|
2.8K
$777K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-296- 0.8% |
$55.6K - $64.9K
|
36.8K
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-297- 45.98% |
$55.8K - $65.1K
|
349
$96.9K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 6.79% |
$56.4K - $65.8K
|
4.12K
$1.14M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-300- 5.24% |
$56.4K - $65.8K
|
5.42K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-302- 5.76% |
$56.8K - $66.2K
|
4.94K
$1.37M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-307- 6.05% |
$57.7K - $67.3K
|
4.77K
$1.32M
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-315- 5.44% |
$59.2K - $69K
|
5.48K
$1.52M
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-315- 1.45% |
$59.2K - $69K
|
21.4K
$5.95M
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-326- 6.01% |
$61.3K - $71.4K
|
5.1K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-339- 0.72% |
$63.7K - $74.3K
|
46.5K
$12.9M
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-340- 0.08% |
$63.9K - $74.5K
|
434K
$121M
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-345- 7.05% |
$64.9K - $75.6K
|
4.55K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-357- 8.23% |
$67.1K - $78.2K
|
3.98K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-360- 35.36% |
$67.7K - $78.9K
|
658
$183K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-364- 8.83% |
$68.4K - $79.8K
|
3.76K
$1.04M
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-366- 12.57% |
$68.8K - $80.2K
|
2.55K
$707K
|