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 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-387- 34.46% |
$72.8K - $84.8K
|
736
$203K
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-388- 16.13% |
$72.9K - $85K
|
2.02K
$556K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-390- 3.95% |
$73.3K - $85.5K
|
9.48K
$2.61M
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-400- 29.74% |
$75.2K - $87.7K
|
945
$260K
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-400- 2.67% |
$75.2K - $87.7K
|
14.6K
$4.01M
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-402- 11.66% |
$75.6K - $88.1K
|
3.05K
$839K
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-406- 11.68% |
$76.3K - $89K
|
3.07K
$845K
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-411- 1.61% |
$77.3K - $90.1K
|
25.2K
$6.93M
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-420- 1.61% |
$79K - $92.1K
|
25.7K
$7.08M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-426- 2.51% |
$80.1K - $93.4K
|
16.5K
$4.55M
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-427- 4.17% |
$80.3K - $93.6K
|
9.8K
$2.7M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-429- 3.92% |
$80.7K - $94K
|
10.5K
$2.89M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-436- 1.9% |
$82K - $95.6K
|
22.5K
$6.19M
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-436- 0.17% |
$82K - $95.6K
|
254K
$70M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-439- 30.81% |
$82.5K - $96.2K
|
986
$271K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-447- 1.63% |
$84K - $98K
|
27K
$7.43M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-450- 16.41% |
$84.6K - $98.6K
|
2.29K
$631K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-456- 1.34% |
$85.7K - $99.9K
|
33.5K
$9.22M
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-457- 1.15% |
$85.9K - $100K
|
39.4K
$10.8M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-468- 2.0% |
$88K - $103K
|
22.9K
$6.31M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-470- 25.8% |
$88.4K - $103K
|
1.35K
$372K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-475- 10.53% |
$89.3K - $104K
|
4.03K
$1.11M
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-481- 11.49% |
$90.4K - $105K
|
3.71K
$1.02M
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-483- 18.28% |
$90.8K - $106K
|
2.16K
$594K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 2.11% |
$94K - $110K
|
23.2K
$6.39M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-500- 7.23% |
$94K - $110K
|
6.42K
$1.77M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-507- 3.72% |
$95.3K - $111K
|
13.1K
$3.61M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-514- 7.66% |
$96.6K - $113K
|
6.2K
$1.71M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-543- 0.16% |
$102K - $119K
|
338K
$93M
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-544- 10.3% |
$102K - $119K
|
4.74K
$1.3M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-545- 7.81% |
$102K - $119K
|
6.43K
$1.77M
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-556- 0.72% |
$105K - $122K
|
76.3K
$21M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-586- 0.45% |
$110K - $128K
|
128K
$35.3M
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-588- 31.43% |
$111K - $129K
|
1.28K
$353K
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-596- 0.99% |
$112K - $131K
|
59.9K
$16.5M
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-612- 3.88% |
$115K - $134K
|
15.1K
$4.17M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-618- 18.53% |
$116K - $135K
|
2.72K
$748K
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-637- 1.32% |
$120K - $140K
|
47.6K
$13.1M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-642- 6.72% |
$121K - $141K
|
8.92K
$2.45M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-666- 13.53% |
$125K - $146K
|
4.26K
$1.17M
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-670- 7.12% |
$126K - $147K
|
8.74K
$2.41M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-675- 36.47% |
$127K - $148K
|
1.18K
$324K
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-686- 21.41% |
$129K - $150K
|
2.52K
$693K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-705- 5.69% |
$133K - $155K
|
11.7K
$3.22M
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-730- 1.75% |
$137K - $160K
|
41.1K
$11.3M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-738- 4.14% |
$139K - $162K
|
17.1K
$4.7M
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-760- 3.11% |
$143K - $167K
|
23.6K
$6.51M
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-773- 16.56% |
$145K - $169K
|
3.9K
$1.07M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-785- 5.14% |
$148K - $172K
|
14.5K
$3.99M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-797- 12.17% |
$150K - $175K
|
5.75K
$1.58M
|