Purchases and Sales Made in Q2 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD INFORMATION TECHNOLOG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85+ 3.03% |
$31.3K - $37.7K
|
2.89K
$1.85M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
85New |
$31.3K - $37.7K
|
85
$54.5K
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
85+ 8.06% |
$31.3K - $37.7K
|
1.14K
$731K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
85New |
$31.3K - $37.7K
|
85
$54.5K
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
84+ 0.29% |
$30.9K - $37.2K
|
29.2K
$18.7M
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
84+ 1.22% |
$30.9K - $37.2K
|
6.95K
$4.46M
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
75+ 7.43% |
$27.6K - $33.3K
|
1.09K
$696K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
75+ 4.68% |
$27.6K - $33.3K
|
1.68K
$1.08M
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.32% |
$26.9K - $32.4K
|
22.6K
$14.5M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
71+ 0.73% |
$26.2K - $31.5K
|
9.77K
$6.27M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
71+ 1.65% |
$26.2K - $31.5K
|
4.37K
$2.8M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
70+ 1.67% |
$25.8K - $31K
|
4.26K
$2.73M
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
70+ 45.16% |
$25.8K - $31K
|
225
$144K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
68+ 0.91% |
$25.1K - $30.2K
|
7.57K
$4.86M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
68+ 18.48% |
$25.1K - $30.2K
|
436
$280K
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
67+ 11.61% |
$24.7K - $29.7K
|
644
$413K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63+ 1.57% |
$23.2K - $27.9K
|
4.08K
$2.62M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
63New |
$23.2K - $27.9K
|
63
$40.4K
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
60+ 4.02% |
$22.1K - $26.6K
|
1.55K
$995K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60New |
$22.1K - $26.6K
|
60
$38.5K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 4.84% |
$22.1K - $26.6K
|
1.3K
$833K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
59+ 4.49% |
$21.7K - $26.2K
|
1.37K
$881K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
58+ 5.32% |
$21.4K - $25.7K
|
1.15K
$737K
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 11.6% |
$21.4K - $25.7K
|
558
$358K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
58+ 3.95% |
$21.4K - $25.7K
|
1.53K
$980K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
57New |
$21K - $25.3K
|
57
$36.6K
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
55+ 7.19% |
$20.3K - $24.4K
|
820
$526K
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
53+ 0.3% |
$19.5K - $23.5K
|
17.7K
$11.3M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
53New |
$19.5K - $23.5K
|
53
$34K
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
51New |
$18.8K - $22.6K
|
51
$32.7K
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
50+ 1.23% |
$18.4K - $22.2K
|
4.1K
$2.63M
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
50+ 2.14% |
$18.4K - $22.2K
|
2.39K
$1.53M
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
50+ 8.33% |
$18.4K - $22.2K
|
650
$417K
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
49+ 4.78% |
$18.1K - $21.7K
|
1.07K
$689K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 1.05% |
$18.1K - $21.7K
|
4.7K
$3.02M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 0.09% |
$17.7K - $21.3K
|
53.6K
$34.4M
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
48+ 2.56% |
$17.7K - $21.3K
|
1.93K
$1.23M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
46+ 1.99% |
$16.9K - $20.4K
|
2.36K
$1.52M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45New |
$16.6K - $20K
|
45
$28.9K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
45+ 3.69% |
$16.6K - $20K
|
1.26K
$811K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
43New |
$15.8K - $19.1K
|
43
$27.6K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
41New |
$15.1K - $18.2K
|
41
$26.3K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
40+ 0.92% |
$14.7K - $17.7K
|
4.4K
$2.82M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
40+ 3.25% |
$14.7K - $17.7K
|
1.27K
$814K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
39New |
$14.4K - $17.3K
|
39
$25K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
38+ 45.78% |
$14K - $16.8K
|
121
$77.6K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 0.7% |
$13.6K - $16.4K
|
5.34K
$3.42M
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
36+ 0.59% |
$13.3K - $16K
|
6.19K
$3.97M
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
35+ 3.62% |
$12.9K - $15.5K
|
1K
$643K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.29% |
$12.5K - $15.1K
|
2.68K
$1.72M
|