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 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.06K+ 0.59% |
$199K - $232K
|
180K
$49.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06K+ 16.72% |
$198K - $231K
|
7.37K
$2.04M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05KNew |
$198K - $230K
|
1.05K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.05K+ 13.94% |
$197K - $229K
|
8.56K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.03KNew |
$194K - $226K
|
1.03K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 24.41% |
$193K - $225K
|
5.24K
$1.45M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.02KNew |
$192K - $224K
|
1.02K
$283K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.02KNew |
$191K - $222K
|
1.02K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.01KNew |
$190K - $221K
|
1.01K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.01KNew |
$189K - $220K
|
1.01K
$279K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$189K - $220K
|
1.01K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1KNew |
$188K - $219K
|
1K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1KNew |
$188K - $219K
|
1K
$277K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1KNew |
$188K - $219K
|
1K
$277K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1KNew |
$188K - $219K
|
1K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
995New |
$187K - $218K
|
995
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
984New |
$185K - $216K
|
984
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
981New |
$184K - $215K
|
981
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
976New |
$183K - $214K
|
976
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
964New |
$181K - $211K
|
964
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
950+ 2.68% |
$179K - $208K
|
36.5K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
948New |
$178K - $208K
|
948
$263K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
942New |
$177K - $206K
|
942
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
942New |
$177K - $206K
|
942
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
941+ 27.09% |
$177K - $206K
|
4.41K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
939New |
$177K - $206K
|
939
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
937New |
$176K - $205K
|
937
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
936New |
$176K - $205K
|
936
$260K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
930New |
$175K - $204K
|
930
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
928+ 3.37% |
$174K - $203K
|
28.5K
$7.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
918+ 0.86% |
$173K - $201K
|
108K
$29.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
917New |
$172K - $201K
|
917
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
901+ 5.96% |
$169K - $197K
|
16K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
867+ 2.16% |
$163K - $190K
|
41K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
865+ 15.02% |
$163K - $190K
|
6.62K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
863+ 3.74% |
$162K - $189K
|
24K
$6.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
815+ 3.82% |
$153K - $179K
|
22.2K
$6.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
803+ 13.2% |
$151K - $176K
|
6.89K
$1.91M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
796New |
$150K - $174K
|
796
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
788+ 1.39% |
$148K - $173K
|
57.4K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
750+ 18.06% |
$141K - $164K
|
4.9K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
739+ 1.51% |
$139K - $162K
|
49.8K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
732+ 0.37% |
$138K - $160K
|
197K
$54.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
727+ 1.81% |
$137K - $159K
|
40.9K
$11.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
698+ 1.81% |
$131K - $153K
|
39.2K
$10.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
690+ 22.29% |
$130K - $151K
|
3.79K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
665+ 15.44% |
$125K - $146K
|
4.97K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
644+ 7.66% |
$121K - $141K
|
9.05K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
627+ 45.77% |
$118K - $137K
|
2K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
614New |
$115K - $135K
|
614
$170K
|