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
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
608+ 7.87% |
$114K - $133K
|
8.33K
$2.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
600+ 0.08% |
$113K - $132K
|
751K
$208M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
574+ 9.27% |
$108K - $126K
|
6.77K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
574+ 6.29% |
$108K - $126K
|
9.7K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
572+ 11.33% |
$108K - $125K
|
5.62K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
563+ 5.52% |
$106K - $123K
|
10.8K
$2.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
557+ 23.65% |
$105K - $122K
|
2.91K
$808K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
549+ 0.11% |
$103K - $120K
|
480K
$133M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
535+ 26.72% |
$101K - $117K
|
2.54K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
533+ 8.73% |
$100K - $117K
|
6.64K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
532+ 36.07% |
$100K - $117K
|
2.01K
$557K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
528+ 7.37% |
$99.3K - $116K
|
7.7K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
515+ 24.7% |
$96.8K - $113K
|
2.6K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
506+ 22.8% |
$95.1K - $111K
|
2.73K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
450+ 4.13% |
$84.6K - $98.6K
|
11.3K
$3.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
422New |
$79.3K - $92.5K
|
422
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
417+ 6.24% |
$78.4K - $91.4K
|
7.1K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
388+ 16.56% |
$72.9K - $85K
|
2.73K
$757K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
384New |
$72.2K - $84.2K
|
384
$106K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
375+ 0.36% |
$70.5K - $82.2K
|
103K
$28.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
375+ 15.79% |
$70.5K - $82.2K
|
2.75K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
360+ 0.75% |
$67.7K - $78.9K
|
48.2K
$13.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
353+ 30.75% |
$66.4K - $77.4K
|
1.5K
$416K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
338New |
$63.5K - $74.1K
|
338
$93.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
337+ 3.0% |
$63.4K - $73.9K
|
11.6K
$3.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
337+ 1.8% |
$63.4K - $73.9K
|
19K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
337+ 11.87% |
$63.4K - $73.9K
|
3.18K
$880K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
330New |
$62K - $72.3K
|
330
$91.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
329+ 5.07% |
$61.9K - $72.1K
|
6.81K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
325+ 15.37% |
$61.1K - $71.2K
|
2.44K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
317+ 2.54% |
$59.6K - $69.5K
|
12.8K
$3.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
310New |
$58.3K - $67.9K
|
310
$86K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
303+ 4.39% |
$57K - $66.4K
|
7.21K
$2M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
291New |
$54.7K - $63.8K
|
291
$80.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
264+ 4.09% |
$49.6K - $57.9K
|
6.72K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
262+ 7.26% |
$49.3K - $57.4K
|
3.87K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
257+ 44.85% |
$48.3K - $56.3K
|
830
$230K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
252+ 4.34% |
$47.4K - $55.2K
|
6.06K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
250+ 1.26% |
$47K - $54.8K
|
20.1K
$5.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
248+ 7.3% |
$46.6K - $54.4K
|
3.65K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
246+ 12.02% |
$46.2K - $53.9K
|
2.29K
$636K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
243+ 2.61% |
$45.7K - $53.3K
|
9.55K
$2.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
236+ 9.09% |
$44.4K - $51.7K
|
2.83K
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
233+ 2.97% |
$43.8K - $51.1K
|
8.08K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
226+ 5.41% |
$42.5K - $49.5K
|
4.4K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
220+ 2.58% |
$41.4K - $48.2K
|
8.75K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
206New |
$38.7K - $45.1K
|
206
$57.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
200+ 16.72% |
$37.6K - $43.8K
|
1.4K
$387K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
198+ 8.08% |
$37.2K - $43.4K
|
2.65K
$734K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
197+ 1.44% |
$37K - $43.2K
|
13.9K
$3.86M
|