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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
73+ 1.72% |
$13.7K - $16K
|
4.32K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
71+ 3.7% |
$13.3K - $15.6K
|
1.99K
$548K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
70New |
$13.2K - $15.3K
|
70
$19.3K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
69+ 3.5% |
$13K - $15.1K
|
2.04K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
68+ 18.68% |
$12.8K - $14.9K
|
432
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
64+ 1.68% |
$12K - $14K
|
3.87K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
62+ 0.68% |
$11.7K - $13.6K
|
9.18K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
62+ 0.68% |
$11.7K - $13.6K
|
9.18K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60New |
$11.3K - $13.2K
|
60
$16.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
60+ 0.13% |
$11.3K - $13.2K
|
48.1K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54New |
$10.2K - $11.8K
|
54
$14.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
51+ 5100.0% |
$9.59K - $11.2K
|
52
$14.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
50+ 4.88% |
$9.4K - $11K
|
1.08K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
48New |
$9.02K - $10.5K
|
48
$13.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
45+ 4.29% |
$8.46K - $9.86K
|
1.1K
$301K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
45+ 1.05% |
$8.46K - $9.86K
|
4.33K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.28% |
$7.9K - $9.21K
|
15.3K
$4.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
40+ 0.55% |
$7.52K - $8.77K
|
7.36K
$2.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40+ 7.05% |
$7.52K - $8.77K
|
607
$167K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
37New |
$6.96K - $8.11K
|
37
$10.2K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
36+ 0.08% |
$6.77K - $7.89K
|
43.7K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$6.39K - $7.45K
|
34
$9.36K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34+ 0.73% |
$6.39K - $7.45K
|
4.71K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
33+ 38.82% |
$6.2K - $7.23K
|
118
$32.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
30+ 0.44% |
$5.64K - $6.58K
|
6.77K
$1.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29+ 0.21% |
$5.45K - $6.36K
|
13.7K
$3.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.32% |
$5.08K - $5.92K
|
8.4K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26+ 260.0% |
$4.89K - $5.7K
|
36
$9.91K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
25+ 0.05% |
$4.7K - $5.48K
|
46K
$12.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 2.71% |
$4.51K - $5.26K
|
910
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22+ 0.07% |
$4.14K - $4.82K
|
29.8K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22+ 30.99% |
$4.14K - $4.82K
|
93
$25.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22+ 2.05% |
$4.14K - $4.82K
|
1.1K
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
20+ 0.21% |
$3.76K - $4.38K
|
9.49K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
19+ 0.42% |
$3.57K - $4.16K
|
4.54K
$1.25M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
19+ 0.78% |
$3.57K - $4.16K
|
2.44K
$672K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
18+ 0.1% |
$3.38K - $3.95K
|
18.7K
$5.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 0.94% |
$3.38K - $3.95K
|
1.94K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.15% |
$3.01K - $3.51K
|
10.6K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15New |
$2.82K - $3.29K
|
15
$4.13K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$2.82K - $3.29K
|
15
$4.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14+ 0.41% |
$2.63K - $3.07K
|
3.43K
$943K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.35% |
$2.63K - $3.07K
|
4.06K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13+ 0.43% |
$2.44K - $2.85K
|
3.04K
$838K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
13+ 1.13% |
$2.44K - $2.85K
|
1.16K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.23% |
$2.26K - $2.63K
|
5.2K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
11+ 0.34% |
$2.07K - $2.41K
|
3.23K
$888K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.42% |
$1.88K - $2.19K
|
2.41K
$664K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.42% |
$1.88K - $2.19K
|
2.41K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9+ 0.52% |
$1.69K - $1.97K
|
1.73K
$476K
|