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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.83KNew |
$344K - $401K
|
1.83K
$507K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.82K+ 10.79% |
$342K - $399K
|
18.7K
$5.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.75KNew |
$329K - $384K
|
1.75K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.74KNew |
$327K - $381K
|
1.74K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.71KNew |
$321K - $374K
|
1.71K
$473K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7K+ 20.7% |
$319K - $372K
|
9.9K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.67KNew |
$315K - $367K
|
1.67K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.67K+ 38.35% |
$315K - $367K
|
6.04K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.67KNew |
$313K - $365K
|
1.67K
$462K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.66KNew |
$312K - $364K
|
1.66K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.64KNew |
$307K - $358K
|
1.64K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.6K+ 12.04% |
$301K - $351K
|
14.9K
$4.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.59K+ 5.78% |
$299K - $348K
|
29.1K
$8.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.57K+ 3.38% |
$294K - $343K
|
47.9K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.53K+ 7.41% |
$288K - $335K
|
22.2K
$6.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.5K+ 6.77% |
$282K - $329K
|
23.7K
$6.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 31.78% |
$281K - $327K
|
6.19K
$1.72M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.47KNew |
$277K - $323K
|
1.47K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.45KNew |
$273K - $318K
|
1.45K
$402K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$260K - $304K
|
1.39K
$384K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.38KNew |
$260K - $303K
|
1.38K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.34KNew |
$252K - $294K
|
1.34K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.34K+ 0.58% |
$252K - $293K
|
231K
$64.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.32K+ 13.03% |
$249K - $290K
|
11.5K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.32K+ 4.71% |
$247K - $288K
|
29.3K
$8.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
1.31K+ 3.37% |
$246K - $287K
|
40.2K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.3K+ 5.89% |
$245K - $286K
|
23.4K
$6.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 6.62% |
$241K - $281K
|
20.6K
$5.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
BUY
|
- |
1.27KNew |
$239K - $279K
|
1.27K
$353K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.26K+ 90.38% |
$237K - $276K
|
2.65K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.26KNew |
$236K - $275K
|
1.26K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.25K+ 6.8% |
$235K - $274K
|
19.6K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.22KNew |
$230K - $268K
|
1.22K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.22KNew |
$229K - $267K
|
1.22K
$338K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.21KNew |
$228K - $266K
|
1.21K
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.21K+ 1.51% |
$227K - $264K
|
81K
$22.5M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.2KNew |
$226K - $263K
|
1.2K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.2K+ 102.48% |
$226K - $263K
|
2.37K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.18K+ 75.32% |
$221K - $258K
|
2.74K
$760K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.17K+ 2.61% |
$221K - $257K
|
46.2K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.17K+ 4.11% |
$219K - $256K
|
29.6K
$8.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.15KNew |
$215K - $251K
|
1.15K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.13KNew |
$213K - $249K
|
1.13K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.13K+ 9.85% |
$212K - $248K
|
12.6K
$3.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.13K+ 3.12% |
$212K - $247K
|
37.2K
$10.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$206K - $241K
|
1.1K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 3.36% |
$204K - $238K
|
33.3K
$9.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08K+ 30.02% |
$202K - $236K
|
4.67K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.08K+ 42.73% |
$202K - $236K
|
3.59K
$996K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.07KNew |
$201K - $235K
|
1.07K
$297K
|