Purchases and Sales Made in Q1 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-432- 15.41% |
$74.6K - $82.2K
|
2.37K
$658K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-437- 28.12% |
$75.5K - $83.2K
|
1.12K
$310K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-438- 3.97% |
$75.7K - $83.4K
|
10.6K
$2.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 29.47% |
$77.8K - $85.7K
|
1.08K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-459- 81.24% |
$79.3K - $87.4K
|
106
$29.4K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-460- 25.68% |
$79.5K - $87.6K
|
1.33K
$369K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-465- 10.73% |
$80.3K - $88.5K
|
3.87K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-471- 20.72% |
$81.4K - $89.7K
|
1.8K
$500K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-472- 11.3% |
$81.6K - $89.8K
|
3.71K
$1.03M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-474- 11.48% |
$81.9K - $90.2K
|
3.66K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-479- 1.37% |
$82.8K - $91.2K
|
34.5K
$9.56M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-479- 1.37% |
$82.8K - $91.2K
|
34.5K
$9.56M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-522- 0.03% |
$90.2K - $99.4K
|
2.08M
$577M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-526- 4.43% |
$90.9K - $100K
|
11.3K
$3.14M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-527- 3.36% |
$91.1K - $100K
|
15.1K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-530- 0.58% |
$91.6K - $101K
|
90.1K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-531- 15.13% |
$91.8K - $101K
|
2.98K
$826K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-540- 7.69% |
$93.3K - $103K
|
6.48K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-547- 0.83% |
$94.5K - $104K
|
65.6K
$18.2M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-589- 1.65% |
$102K - $112K
|
35.1K
$9.74M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-600- 22.64% |
$104K - $114K
|
2.05K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-613- 3.01% |
$106K - $117K
|
19.8K
$5.49M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-623- 6.38% |
$108K - $119K
|
9.14K
$2.53M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-663- 5.3% |
$115K - $126K
|
11.8K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-664- 1.29% |
$115K - $126K
|
51K
$14.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-666- 3.13% |
$115K - $127K
|
20.6K
$5.72M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-675- 9.84% |
$117K - $128K
|
6.19K
$1.72M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-680- 22.08% |
$117K - $129K
|
2.4K
$666K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-694- 2.54% |
$120K - $132K
|
26.6K
$7.38M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-735- 1.2% |
$127K - $140K
|
60.4K
$16.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-742- 18.1% |
$128K - $141K
|
3.36K
$931K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-750- 81.43% |
$130K - $143K
|
171
$47.4K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-752- 4.78% |
$130K - $143K
|
15K
$4.15M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-769- 3.75% |
$133K - $146K
|
19.7K
$5.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-775- 0.7% |
$134K - $148K
|
110K
$30.5M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-783- 7.98% |
$135K - $149K
|
9.03K
$2.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-783- 7.98% |
$135K - $149K
|
9.03K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-792- 15.42% |
$137K - $151K
|
4.34K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-801- 6.17% |
$138K - $152K
|
12.2K
$3.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-810- 12.53% |
$140K - $154K
|
5.65K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-855- 32.17% |
$148K - $163K
|
1.8K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-860- 2.35% |
$149K - $164K
|
35.8K
$9.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-875- 1.66% |
$151K - $167K
|
51.8K
$14.4M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-894- 2.63% |
$154K - $170K
|
33.1K
$9.17M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-910- 19.15% |
$157K - $173K
|
3.84K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-930- 9.3% |
$161K - $177K
|
9.07K
$2.52M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-934- 4.72% |
$161K - $178K
|
18.8K
$5.23M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-939- 3.24% |
$162K - $179K
|
28K
$7.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-972- 7.23% |
$168K - $185K
|
12.5K
$3.46M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-984- 3.43% |
$170K - $187K
|
27.7K
$7.69M
|