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 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.32KNew |
$1.26M - $1.39M
|
7.32K
$2.03M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
7.05K+ 83.24% |
$1.22M - $1.34M
|
15.5K
$4.3M
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
6.86KNew |
$1.19M - $1.31M
|
6.86K
$1.9M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.54K+ 48.22% |
$1.13M - $1.24M
|
20.1K
$5.57M
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.5K+ 4.64% |
$1.12M - $1.24M
|
146K
$40.6M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.36K+ 68.9% |
$1.1M - $1.21M
|
15.6K
$4.33M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.16K+ 17.8% |
$1.06M - $1.17M
|
40.8K
$11.3M
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.07K+ 14.54% |
$1.05M - $1.16M
|
47.8K
$13.3M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.56KNew |
$961K - $1.06M
|
5.56K
$1.54M
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.54K+ 4.53% |
$957K - $1.05M
|
128K
$35.5M
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.47K+ 8.52% |
$945K - $1.04M
|
69.7K
$19.3M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.07K+ 13.37% |
$876K - $965K
|
43K
$11.9M
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
4.76K+ 6.42% |
$822K - $905K
|
78.9K
$21.9M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.6KNew |
$794K - $875K
|
4.6K
$1.28M
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
4.6KNew |
$794K - $875K
|
4.6K
$1.27M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.57K+ 3.81% |
$790K - $871K
|
125K
$34.6M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.54K+ 1.27% |
$784K - $863K
|
360K
$99.9M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.53K+ 25.41% |
$782K - $862K
|
22.3K
$6.2M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.44K+ 5.73% |
$768K - $846K
|
82K
$22.7M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.44K+ 5.73% |
$768K - $846K
|
82K
$22.7M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.42KNew |
$764K - $842K
|
4.42K
$1.23M
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.41KNew |
$761K - $839K
|
4.41K
$1.22M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 117.17% |
$755K - $831K
|
8.09K
$2.24M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.32K+ 0.92% |
$746K - $822K
|
472K
$131M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$737K - $812K
|
4.27K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.2K+ 3.99% |
$726K - $800K
|
110K
$30.4M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.2K+ 8.34% |
$725K - $799K
|
54.5K
$15.1M
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.18K+ 154.91% |
$722K - $796K
|
6.88K
$1.91M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.06K+ 169.31% |
$701K - $772K
|
6.45K
$1.79M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.01K+ 43.2% |
$694K - $764K
|
13.3K
$3.69M
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.9K+ 5.56% |
$674K - $743K
|
74K
$20.5M
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
3.9K+ 13.36% |
$673K - $741K
|
33K
$9.16M
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.83KNew |
$662K - $729K
|
3.83K
$1.06M
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.75K+ 5.65% |
$648K - $713K
|
70K
$19.4M
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.73KNew |
$645K - $710K
|
3.73K
$1.03M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.58K+ 18.53% |
$618K - $681K
|
22.9K
$6.34M
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.48K+ 27.26% |
$602K - $663K
|
16.3K
$4.51M
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.31K+ 0.57% |
$571K - $629K
|
581K
$161M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.13K+ 1489.05% |
$540K - $595K
|
3.34K
$925K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.86K+ 18.43% |
$494K - $544K
|
18.4K
$5.09M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.82K+ 0.9% |
$487K - $537K
|
318K
$88.1M
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.63KNew |
$454K - $500K
|
2.63K
$729K
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 16.2% |
$433K - $477K
|
18K
$4.99M
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.44K+ 8.41% |
$422K - $465K
|
31.5K
$8.73M
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.33K+ 2.81% |
$403K - $444K
|
85.4K
$23.7M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 1.73% |
$399K - $440K
|
136K
$37.6M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.3K+ 14.92% |
$398K - $438K
|
17.7K
$4.92M
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
2.3K+ 14.51% |
$398K - $438K
|
18.2K
$5.04M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.2K+ 6.85% |
$381K - $420K
|
34.4K
$9.53M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2K+ 7.07% |
$345K - $380K
|
30.3K
$8.39M
|