Purchases and Sales Made in Q4 2023 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-798- 24.98% |
$150K - $175K
|
2.4K
$664K
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-844- 1.62% |
$159K - $185K
|
51.2K
$14.2M
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-852- 0.64% |
$160K - $187K
|
133K
$36.9M
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-878- 1.13% |
$165K - $192K
|
76.9K
$21.3M
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-902- 46.61% |
$170K - $198K
|
1.03K
$286K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-913- 1.48% |
$172K - $200K
|
60.6K
$16.8M
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-920- 3.9% |
$173K - $202K
|
22.7K
$6.29M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-979- 2.24% |
$184K - $215K
|
42.7K
$11.8M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-988- 3.89% |
$186K - $217K
|
24.4K
$6.76M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-997- 24.32% |
$187K - $219K
|
3.1K
$860K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-999- 1.08% |
$188K - $219K
|
91.6K
$25.4M
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 14.29% |
$188K - $219K
|
6K
$1.66M
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-1K- 13.43% |
$188K - $219K
|
6.45K
$1.79M
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-1K- 2.18% |
$189K - $220K
|
45.1K
$12.5M
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.01K- 17.55% |
$190K - $222K
|
4.75K
$1.32M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 10.56% |
$203K - $237K
|
9.17K
$2.54M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.09K- 25.92% |
$204K - $238K
|
3.11K
$862K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.1K- 63.45% |
$206K - $240K
|
632
$175K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.1K- 13.53% |
$207K - $241K
|
7.02K
$1.95M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 88.53% |
$208K - $242K
|
143
$39.7K
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.12K- 22.22% |
$211K - $246K
|
3.93K
$1.09M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.14K- 53.75% |
$214K - $250K
|
980
$272K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 4.27% |
$216K - $252K
|
25.8K
$7.16M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.15K- 3.64% |
$217K - $252K
|
30.5K
$8.45M
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.16K- 2.17% |
$217K - $253K
|
52.1K
$14.5M
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-1.16K- 1.76% |
$218K - $254K
|
64.7K
$18M
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.31K- 27.18% |
$247K - $288K
|
3.52K
$976K
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.32K- 2.38% |
$248K - $289K
|
54.3K
$15M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.32K- 1.96% |
$248K - $289K
|
65.9K
$18.3M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.33K- 7.09% |
$249K - $291K
|
17.4K
$4.83M
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.38K- 0.43% |
$259K - $302K
|
320K
$88.6M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.38K- 2.2% |
$259K - $302K
|
61.5K
$17.1M
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.38K- 19.56% |
$260K - $303K
|
5.68K
$1.57M
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.48K- 0.25% |
$278K - $324K
|
600K
$166M
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.63K- 14.32% |
$306K - $357K
|
9.74K
$2.7M
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.65K- 19.18% |
$311K - $362K
|
6.97K
$1.93M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.66K- 38.77% |
$313K - $365K
|
2.63K
$729K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.72K- 4.45% |
$323K - $376K
|
36.9K
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.73K- 39.45% |
$326K - $380K
|
2.66K
$738K
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.75K- 4.01% |
$329K - $383K
|
41.8K
$11.6M
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.76K- 14.91% |
$331K - $386K
|
10K
$2.78M
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.77K- 37.83% |
$332K - $387K
|
2.9K
$805K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.81K- 16.78% |
$341K - $397K
|
8.99K
$2.49M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 1.06% |
$342K - $398K
|
169K
$46.9M
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.86K- 11.3% |
$350K - $408K
|
14.6K
$4.06M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.87K- 37.86% |
$351K - $410K
|
3.07K
$851K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.92K- 51.23% |
$361K - $421K
|
1.83K
$507K
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-1.93K- 1.54% |
$363K - $423K
|
124K
$34.3M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.97K- 20.59% |
$370K - $431K
|
7.59K
$2.1M
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.08K- 12.91% |
$392K - $457K
|
14.1K
$3.9M
|