Purchases and Sales Made in Q3 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.16% |
$409 - $460
|
621
$388K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.13% |
$409 - $460
|
749
$467K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.17% |
$409 - $460
|
580
$362K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1+ 2.56% |
$409 - $460
|
40
$25K
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1+ 0.1% |
$409 - $460
|
974
$608K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.18% |
$409 - $460
|
560
$350K
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.1% |
$409 - $460
|
1.03K
$643K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.34% |
$409 - $460
|
293
$183K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$409 - $460
|
622
$388K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.06% |
$409 - $460
|
1.81K
$1.13M
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.15% |
$409 - $460
|
688
$429K
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.1% |
$409 - $460
|
1.01K
$627K
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.14% |
$409 - $460
|
724
$452K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.17% |
$409 - $460
|
580
$362K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.03% |
$409 - $460
|
3.45K
$2.15M
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 1.33% |
$409 - $460
|
76
$47.4K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.07% |
$409 - $460
|
1.37K
$853K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.07% |
$409 - $460
|
1.45K
$902K
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.08% |
$409 - $460
|
1.31K
$818K
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1- 0.02% |
$409 - $460
|
6.22K
$3.88M
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$409 - $460
|
30.6K
$19.1M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1- 0.12% |
$409 - $460
|
857
$535K
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1- 0.12% |
$409 - $460
|
831
$519K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$409 - $460
|
3.25K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1- 0.01% |
$409 - $460
|
6.95K
$4.34M
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$409 - $460
|
2.71K
$1.69M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 0.52% |
$819 - $919
|
386
$241K
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2- 0.09% |
$819 - $919
|
2.25K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.13% |
$819 - $919
|
1.52K
$949K
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2- 0.05% |
$819 - $919
|
3.75K
$2.34M
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2- 0.26% |
$819 - $919
|
769
$480K
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3- 0.1% |
$1.23K - $1.38K
|
2.95K
$1.84M
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-3- 5.0% |
$1.23K - $1.38K
|
57
$35.6K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4- 0.1% |
$1.64K - $1.84K
|
3.91K
$2.44M
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4- 0.5% |
$1.64K - $1.84K
|
800
$499K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4- 0.79% |
$1.64K - $1.84K
|
505
$315K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4- 30.77% |
$1.64K - $1.84K
|
9
$5.62K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 3.07% |
$2.05K - $2.3K
|
158
$98.6K
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5- 0.31% |
$2.05K - $2.3K
|
1.62K
$1.01M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.88% |
$2.05K - $2.3K
|
560
$350K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.19% |
$2.05K - $2.3K
|
2.67K
$1.67M
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-5- 0.79% |
$2.05K - $2.3K
|
627
$391K
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-6- 0.95% |
$2.46K - $2.76K
|
627
$391K
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-7- 0.88% |
$2.87K - $3.22K
|
793
$495K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-7- 1.15% |
$2.87K - $3.22K
|
600
$374K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7- 0.69% |
$2.87K - $3.22K
|
1.01K
$633K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 0.81% |
$2.87K - $3.22K
|
861
$537K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7- 0.88% |
$2.87K - $3.22K
|
791
$494K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-7- 50.0% |
$2.87K - $3.22K
|
7
$4.37K
|