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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 2.47% |
$19.5K - $21K
|
4.15K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99+ 4.77% |
$19.3K - $20.7K
|
2.17K
$566K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
95+ 8.95% |
$18.5K - $19.9K
|
1.16K
$301K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
87+ 11.73% |
$17K - $18.2K
|
829
$216K
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
87+ 7.32% |
$17K - $18.2K
|
1.28K
$332K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
85+ 0.19% |
$16.6K - $17.8K
|
44.3K
$11.5M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
85+ 1.85% |
$16.6K - $17.8K
|
4.67K
$1.22M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
83+ 319.23% |
$16.2K - $17.4K
|
109
$28.4K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
82+ 0.69% |
$16K - $17.2K
|
12K
$3.12M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
80+ 0.21% |
$15.6K - $16.8K
|
37.4K
$9.74M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
78+ 2.21% |
$15.2K - $16.3K
|
3.61K
$940K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
76+ 0.47% |
$14.8K - $15.9K
|
16.4K
$4.28M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
74+ 6.53% |
$14.4K - $15.5K
|
1.21K
$315K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
71+ 4.77% |
$13.9K - $14.9K
|
1.56K
$406K
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
71+ 0.16% |
$13.9K - $14.9K
|
43.6K
$11.3M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
71+ 4.54% |
$13.9K - $14.9K
|
1.63K
$426K
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
70+ 0.15% |
$13.7K - $14.7K
|
46.3K
$12.1M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67+ 1.02% |
$13.1K - $14K
|
6.63K
$1.73M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 5.59% |
$12.9K - $13.8K
|
1.25K
$325K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
65+ 2.47% |
$12.7K - $13.6K
|
2.69K
$701K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64+ 0.81% |
$12.5K - $13.4K
|
7.99K
$2.08M
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
60+ 1.25% |
$11.7K - $12.6K
|
4.87K
$1.27M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 3.08% |
$11.5K - $12.4K
|
1.98K
$514K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
59+ 1.21% |
$11.5K - $12.4K
|
4.92K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
53+ 4.3% |
$10.3K - $11.1K
|
1.29K
$335K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
47+ 0.31% |
$9.17K - $9.85K
|
15.1K
$3.94M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45+ 4.0% |
$8.78K - $9.43K
|
1.17K
$305K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
36+ 0.8% |
$7.02K - $7.55K
|
4.51K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.39% |
$6.83K - $7.34K
|
9.07K
$2.36M
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
33+ 1.26% |
$6.44K - $6.92K
|
2.64K
$688K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32+ 0.03% |
$6.24K - $6.71K
|
107K
$27.9M
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
29+ 0.2% |
$5.66K - $6.08K
|
14.7K
$3.83M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 0.2% |
$5.66K - $6.08K
|
14.7K
$3.82M
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
29+ 0.3% |
$5.66K - $6.08K
|
9.64K
$2.51M
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
28+ 0.06% |
$5.46K - $5.87K
|
43.7K
$11.4M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
27+ 11.74% |
$5.27K - $5.66K
|
257
$66.9K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
25+ 0.3% |
$4.88K - $5.24K
|
8.37K
$2.18M
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 0.29% |
$3.9K - $4.19K
|
6.91K
$1.8M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
19+ 0.27% |
$3.71K - $3.98K
|
7.06K
$1.84M
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
18+ 0.19% |
$3.51K - $3.77K
|
9.47K
$2.47M
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18+ 0.37% |
$3.51K - $3.77K
|
4.83K
$1.26M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
17+ 20.0% |
$3.32K - $3.56K
|
102
$26.6K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16+ 0.14% |
$3.12K - $3.35K
|
11.4K
$2.96M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 1.27% |
$3.12K - $3.35K
|
1.28K
$333K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
16+ 0.36% |
$3.12K - $3.35K
|
4.52K
$1.18M
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.73% |
$2.93K - $3.14K
|
2.08K
$540K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15New |
$2.93K - $3.14K
|
15
$3.91K
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 4.3% |
$2.93K - $3.14K
|
364
$94.8K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
14+ 0.17% |
$2.73K - $2.93K
|
8.14K
$2.12M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 2.96% |
$2.73K - $2.93K
|
487
$127K
|