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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.42% |
$1.88K - $2.19K
|
2.41K
$628K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
9+ 0.42% |
$1.69K - $1.97K
|
2.17K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9+ 0.6% |
$1.69K - $1.97K
|
1.51K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9+ 0.52% |
$1.69K - $1.97K
|
1.73K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8+ 0.25% |
$1.5K - $1.75K
|
3.24K
$844K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.21% |
$1.5K - $1.75K
|
3.81K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8+ 3.81% |
$1.5K - $1.75K
|
218
$56.7K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.34% |
$1.5K - $1.75K
|
2.34K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7+ 0.44% |
$1.32K - $1.53K
|
1.59K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.12% |
$1.32K - $1.53K
|
5.77K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.18% |
$1.32K - $1.53K
|
3.83K
$997K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7New |
$1.32K - $1.53K
|
7
$1.82K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.35% |
$1.32K - $1.53K
|
2.01K
$522K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.27% |
$1.13K - $1.32K
|
2.23K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
6+ 0.38% |
$1.13K - $1.32K
|
1.59K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6+ 0.35% |
$1.13K - $1.32K
|
1.7K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.15% |
$1.13K - $1.32K
|
3.94K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 1.21% |
$1.13K - $1.32K
|
501
$130K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$940 - $1.1K
|
779
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5New |
$940 - $1.1K
|
5
$1.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
5+ 0.47% |
$940 - $1.1K
|
1.08K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.3% |
$940 - $1.1K
|
1.67K
$434K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5+ 0.02% |
$940 - $1.1K
|
24.7K
$6.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$752 - $877
|
1.27K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.33% |
$564 - $658
|
908
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.03% |
$564 - $658
|
10.3K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3+ 0.16% |
$564 - $658
|
1.88K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$564 - $658
|
5.76K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.1% |
$564 - $658
|
3.09K
$803K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.0% |
$564 - $658
|
73.7K
$19.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.06% |
$564 - $658
|
5.2K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.06% |
$564 - $658
|
4.89K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$564 - $658
|
667
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3+ 0.13% |
$564 - $658
|
2.27K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$564 - $658
|
5.29K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.16% |
$376 - $438
|
1.27K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.18% |
$376 - $438
|
1.09K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.06% |
$376 - $438
|
3.49K
$908K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$376 - $438
|
762
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2+ 0.13% |
$376 - $438
|
1.59K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$376 - $438
|
2
$520
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$376 - $438
|
2
$520
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.17% |
$376 - $438
|
1.21K
$315K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$376 - $438
|
3.45K
$897K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.56% |
$188 - $219
|
40
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$188 - $219
|
3.55K
$923K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1+ 0.05% |
$188 - $219
|
1.98K
$514K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.62% |
$188 - $219
|
162
$42.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$188 - $219
|
1
$260
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.1% |
$188 - $219
|
1.05K
$272K
|