Purchases and Sales Made in Q3 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q3 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 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
349+ 0.81% |
$68.1K - $73.1K
|
43.4K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
345+ 10.78% |
$67.3K - $72.3K
|
3.55K
$923K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
344+ 18.35% |
$67.1K - $72.1K
|
2.22K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
334+ 1.88% |
$65.2K - $70K
|
18.1K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
323+ 5.59% |
$63K - $67.7K
|
6.1K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
321+ 3.14% |
$62.6K - $67.3K
|
10.6K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
312+ 0.24% |
$60.9K - $65.4K
|
129K
$33.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
306+ 4.95% |
$59.7K - $64.1K
|
6.48K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
300+ 3.02% |
$58.5K - $62.9K
|
10.2K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
299+ 5.17% |
$58.3K - $62.7K
|
6.09K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
298+ 2.84% |
$58.1K - $62.5K
|
10.8K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
294+ 1.99% |
$57.4K - $61.6K
|
15.1K
$3.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
286+ 3.24% |
$55.8K - $59.9K
|
9.12K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
278+ 15.44% |
$54.2K - $58.3K
|
2.08K
$541K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
278+ 28.14% |
$54.2K - $58.3K
|
1.27K
$330K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
265+ 0.88% |
$51.7K - $55.5K
|
30.4K
$7.92M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
261+ 9.59% |
$50.9K - $54.7K
|
2.98K
$777K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
256+ 0.06% |
$49.9K - $53.7K
|
435K
$113M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
248+ 4.4% |
$48.4K - $52K
|
5.88K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
243+ 0.14% |
$47.4K - $50.9K
|
171K
$44.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
235+ 9.58% |
$45.8K - $49.3K
|
2.69K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
235+ 9.58% |
$45.8K - $49.3K
|
2.69K
$700K
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
232+ 0.92% |
$45.3K - $48.6K
|
25.3K
$6.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
227+ 0.44% |
$44.3K - $47.6K
|
51.8K
$13.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
218+ 2.1% |
$42.5K - $45.7K
|
10.6K
$2.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
217+ 14.77% |
$42.3K - $45.5K
|
1.69K
$439K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
214+ 0.42% |
$41.7K - $44.9K
|
51.7K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
212+ 21.57% |
$41.4K - $44.4K
|
1.2K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
205+ 22.43% |
$40K - $43K
|
1.12K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
200+ 4.15% |
$39K - $41.9K
|
5.01K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
185+ 2.85% |
$36.1K - $38.8K
|
6.69K
$1.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
185+ 0.97% |
$36.1K - $38.8K
|
19.2K
$4.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
184+ 2.4% |
$35.9K - $38.6K
|
7.84K
$2.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
182New |
$35.5K - $38.1K
|
182
$47.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
180+ 1.19% |
$35.1K - $37.7K
|
15.3K
$3.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
174+ 0.28% |
$33.9K - $36.5K
|
61.5K
$16M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
172+ 0.48% |
$33.6K - $36K
|
36.1K
$9.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
160+ 7.32% |
$31.2K - $33.5K
|
2.35K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155+ 310.0% |
$30.2K - $32.5K
|
205
$53.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
149+ 2.17% |
$29.1K - $31.2K
|
7.03K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
149+ 2.26% |
$29.1K - $31.2K
|
6.74K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
138New |
$26.9K - $28.9K
|
138
$35.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
134+ 7.5% |
$26.1K - $28.1K
|
1.92K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
126+ 7.03% |
$24.6K - $26.4K
|
1.92K
$500K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
122+ 3.32% |
$23.8K - $25.6K
|
3.8K
$990K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
115+ 1.62% |
$22.4K - $24.1K
|
7.2K
$1.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114+ 3.82% |
$22.2K - $23.9K
|
3.1K
$806K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
112+ 0.37% |
$21.9K - $23.5K
|
30.8K
$8.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
110+ 5.2% |
$21.5K - $23.1K
|
2.23K
$579K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
106+ 8.92% |
$20.7K - $22.2K
|
1.29K
$337K
|