Purchases and Sales Made in Q2 2024 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD INDUSTRIAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
15+ 1.41% |
$3.48K - $3.66K
|
1.08K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
14+ 0.38% |
$3.25K - $3.42K
|
3.69K
$982K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13+ 0.78% |
$3.02K - $3.17K
|
1.68K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 65.0% |
$3.02K - $3.17K
|
33
$8.79K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12New |
$2.79K - $2.93K
|
12
$3.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 2.35% |
$2.55K - $2.68K
|
479
$128K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.28% |
$2.32K - $2.44K
|
3.58K
$953K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 1.05% |
$2.32K - $2.44K
|
958
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5+ 0.54% |
$1.16K - $1.22K
|
937
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.45% |
$1.16K - $1.22K
|
1.11K
$296K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4+ 0.36% |
$929 - $976
|
1.12K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 1.38% |
$697 - $732
|
220
$58.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3+ 0.1% |
$697 - $732
|
2.91K
$775K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3+ 0.11% |
$697 - $732
|
2.77K
$738K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 6.25% |
$464 - $488
|
34
$9.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.07% |
$232 - $244
|
1.43K
$382K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.07% |
$232 - $244
|
1.43K
$382K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1New |
$232 - $244
|
1
$266
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.19% |
$232 - $244
|
536
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.03% |
$697 - $732
|
11.8K
$3.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3- 0.15% |
$697 - $732
|
2.02K
$539K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3- 0.25% |
$697 - $732
|
1.18K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.06% |
$929 - $976
|
6.66K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 22.22% |
$929 - $976
|
14
$3.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.28% |
$1.16K - $1.22K
|
1.78K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.26% |
$1.16K - $1.22K
|
1.95K
$521K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-6- 0.66% |
$1.39K - $1.46K
|
897
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-8- 0.53% |
$1.86K - $1.95K
|
1.49K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-8- 5.44% |
$1.86K - $1.95K
|
139
$37K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-10- 0.23% |
$2.32K - $2.44K
|
4.36K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-10- 0.03% |
$2.32K - $2.44K
|
38K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 42.31% |
$2.55K - $2.68K
|
15
$4K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13- 16.88% |
$3.02K - $3.17K
|
64
$17.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 8.05% |
$3.25K - $3.42K
|
160
$42.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14- 0.59% |
$3.25K - $3.42K
|
2.37K
$632K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-18- 1.67% |
$4.18K - $4.39K
|
1.06K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-19- 1.59% |
$4.41K - $4.64K
|
1.17K
$313K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-19- 10.33% |
$4.41K - $4.64K
|
165
$44K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-20- 0.63% |
$4.64K - $4.88K
|
3.18K
$847K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.74% |
$4.64K - $4.88K
|
2.68K
$715K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-21- 1.95% |
$4.88K - $5.12K
|
1.05K
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-21- 1.47% |
$4.88K - $5.12K
|
1.4K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-23- 0.2% |
$5.34K - $5.61K
|
11.7K
$3.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-23- 0.47% |
$5.34K - $5.61K
|
4.91K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24- 0.16% |
$5.57K - $5.86K
|
15.4K
$4.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24- 1.2% |
$5.57K - $5.86K
|
1.98K
$527K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-25- 0.76% |
$5.81K - $6.1K
|
3.25K
$867K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-25- 0.24% |
$5.81K - $6.1K
|
10.3K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.38% |
$5.81K - $6.1K
|
6.48K
$1.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28- 2.65% |
$6.5K - $6.83K
|
1.03K
$274K
|