Purchases and Sales Made in Q2 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
16+ 72.73% |
$2.95K - $3.24K
|
38
$10.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.8% |
$2.77K - $3.04K
|
1.89K
$525K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14+ 1.74% |
$2.58K - $2.84K
|
819
$227K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
14+ 0.39% |
$2.58K - $2.84K
|
3.62K
$1M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13+ 5.99% |
$2.4K - $2.64K
|
230
$63.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13+ 1.03% |
$2.4K - $2.64K
|
1.27K
$352K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13+ 0.47% |
$2.4K - $2.64K
|
2.79K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13+ 0.15% |
$2.4K - $2.64K
|
8.65K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13+ 0.37% |
$2.4K - $2.64K
|
3.54K
$983K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
13+ 0.39% |
$2.4K - $2.64K
|
3.34K
$925K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11+ 0.37% |
$2.03K - $2.23K
|
3.02K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.21% |
$2.03K - $2.23K
|
5.23K
$1.45M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.24% |
$1.84K - $2.03K
|
4.24K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10+ 0.27% |
$1.84K - $2.03K
|
3.68K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.4% |
$1.84K - $2.03K
|
2.51K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8+ 0.22% |
$1.48K - $1.62K
|
3.7K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.16% |
$1.48K - $1.62K
|
5.09K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7+ 0.42% |
$1.29K - $1.42K
|
1.69K
$468K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
7+ 0.3% |
$1.29K - $1.42K
|
2.33K
$645K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.31% |
$1.29K - $1.42K
|
2.3K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6+ 0.38% |
$1.11K - $1.22K
|
1.58K
$438K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6+ 0.01% |
$1.11K - $1.22K
|
47.8K
$13.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.21% |
$1.11K - $1.22K
|
2.91K
$808K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
5+ 0.04% |
$922 - $1.01K
|
13.6K
$3.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.4% |
$922 - $1.01K
|
1.26K
$350K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.4% |
$922 - $1.01K
|
1.26K
$350K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.09% |
$922 - $1.01K
|
5.76K
$1.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.02% |
$922 - $1.01K
|
26.1K
$7.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.19% |
$738 - $811
|
2.12K
$587K
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
4+ 0.11% |
$738 - $811
|
3.62K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.11% |
$738 - $811
|
3.53K
$979K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3+ 0.28% |
$553 - $608
|
1.08K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.33% |
$553 - $608
|
903
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.17% |
$553 - $608
|
1.81K
$501K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$553 - $608
|
3
$832
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.06% |
$553 - $608
|
5.28K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$553 - $608
|
3.76K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3+ 0.13% |
$553 - $608
|
2.27K
$629K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$369 - $405
|
25.1K
$6.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$369 - $405
|
661
$183K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.16% |
$369 - $405
|
1.26K
$349K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.09% |
$184 - $203
|
1.14K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$184 - $203
|
3.2K
$887K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.06% |
$184 - $203
|
1.67K
$462K
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$184 - $203
|
9.52K
$2.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$184 - $203
|
4.76K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.23% |
$184 - $203
|
438
$121K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$184 - $203
|
9.48K
$2.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$184 - $203
|
2.3K
$639K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.04% |
$184 - $203
|
2.63K
$729K
|