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
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9+ 0.6% |
$1.69K - $1.97K
|
1.51K
$419K
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
9+ 0.42% |
$1.69K - $1.97K
|
2.17K
$601K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8+ 3.81% |
$1.5K - $1.75K
|
218
$60.5K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8+ 0.25% |
$1.5K - $1.75K
|
3.24K
$899K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.21% |
$1.5K - $1.75K
|
3.81K
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.34% |
$1.5K - $1.75K
|
2.34K
$649K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.35% |
$1.32K - $1.53K
|
2.01K
$556K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.12% |
$1.32K - $1.53K
|
5.77K
$1.6M
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7New |
$1.32K - $1.53K
|
7
$1.94K
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7+ 0.44% |
$1.32K - $1.53K
|
1.59K
$441K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.18% |
$1.32K - $1.53K
|
3.83K
$1.06M
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
6+ 0.38% |
$1.13K - $1.32K
|
1.59K
$441K
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.15% |
$1.13K - $1.32K
|
3.94K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 1.21% |
$1.13K - $1.32K
|
501
$139K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.27% |
$1.13K - $1.32K
|
2.23K
$619K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6+ 0.35% |
$1.13K - $1.32K
|
1.7K
$471K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$940 - $1.1K
|
779
$216K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.3% |
$940 - $1.1K
|
1.67K
$462K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5New |
$940 - $1.1K
|
5
$1.39K
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
5+ 0.47% |
$940 - $1.1K
|
1.08K
$298K
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5+ 0.02% |
$940 - $1.1K
|
24.7K
$6.85M
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$752 - $877
|
1.27K
$352K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$564 - $658
|
5.29K
$1.47M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3+ 0.16% |
$564 - $658
|
1.88K
$521K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.1% |
$564 - $658
|
3.09K
$856K
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.33% |
$564 - $658
|
908
$252K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3+ 0.13% |
$564 - $658
|
2.27K
$630K
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.03% |
$564 - $658
|
10.3K
$2.85M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.0% |
$564 - $658
|
73.7K
$20.4M
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.06% |
$564 - $658
|
4.89K
$1.36M
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.06% |
$564 - $658
|
5.2K
$1.44M
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$564 - $658
|
667
$185K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.05% |
$564 - $658
|
5.76K
$1.6M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.17% |
$376 - $438
|
1.21K
$336K
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$376 - $438
|
3.45K
$956K
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.18% |
$376 - $438
|
1.09K
$302K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$376 - $438
|
2
$555
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.16% |
$376 - $438
|
1.27K
$352K
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.06% |
$376 - $438
|
3.49K
$967K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$376 - $438
|
762
$211K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$376 - $438
|
2
$555
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2+ 0.13% |
$376 - $438
|
1.59K
$441K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.22% |
$188 - $219
|
46
$12.8K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$188 - $219
|
3.55K
$983K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1+ 0.05% |
$188 - $219
|
1.98K
$548K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.03% |
$188 - $219
|
3.53K
$978K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.02% |
$188 - $219
|
5.85K
$1.62M
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$188 - $219
|
1
$277
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$188 - $219
|
226
$62.7K
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1+ 0.09% |
$188 - $219
|
1.08K
$298K
|