Purchases and Sales Made in Q3 2023 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
534+ 64.18% |
$103K - $114K
|
1.37K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
533+ 37.32% |
$103K - $113K
|
1.96K
$520K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
491+ 16.54% |
$95.2K - $104K
|
3.46K
$917K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
443+ 0.48% |
$85.9K - $94.2K
|
92K
$24.4M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
434+ 20.05% |
$84.1K - $92.3K
|
2.6K
$689K
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
425+ 3.65% |
$82.4K - $90.4K
|
12.1K
$3.2M
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
411+ 2.81% |
$79.7K - $87.4K
|
15K
$3.98M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
346+ 21.54% |
$67.1K - $73.6K
|
1.95K
$517K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
344+ 1.1% |
$66.7K - $73.1K
|
31.7K
$8.41M
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
330+ 7.82% |
$64K - $70.2K
|
4.55K
$1.21M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
328+ 0.54% |
$63.6K - $69.7K
|
61.5K
$16.3M
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
324+ 1.4% |
$62.8K - $68.9K
|
23.5K
$6.22M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
317+ 59.14% |
$61.4K - $67.4K
|
853
$226K
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
312+ 3.16% |
$60.5K - $66.3K
|
10.2K
$2.7M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
311+ 5.43% |
$60.3K - $66.1K
|
6.04K
$1.6M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
301+ 3.16% |
$58.3K - $64K
|
9.81K
$2.6M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
296+ 8.07% |
$57.4K - $62.9K
|
3.97K
$1.05M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
280+ 1.53% |
$54.3K - $59.5K
|
18.6K
$4.94M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
244+ 1.86% |
$47.3K - $51.9K
|
13.3K
$3.53M
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
234+ 7.0% |
$45.4K - $49.7K
|
3.58K
$948K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
228New |
$44.2K - $48.5K
|
228
$60.4K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
223New |
$43.2K - $47.4K
|
223
$59.1K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
222+ 3.1% |
$43K - $47.2K
|
7.39K
$1.96M
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
216+ 0.72% |
$41.9K - $45.9K
|
30K
$7.96M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
207+ 31.17% |
$40.1K - $44K
|
871
$231K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
204+ 3.01% |
$39.5K - $43.4K
|
6.97K
$1.85M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
171+ 5700.0% |
$33.1K - $36.4K
|
174
$46.1K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
143+ 11.53% |
$27.7K - $30.4K
|
1.38K
$366K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
125+ 5.64% |
$24.2K - $26.6K
|
2.34K
$620K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125New |
$24.2K - $26.6K
|
125
$33.1K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
117+ 0.14% |
$22.7K - $24.9K
|
85.8K
$22.7M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
109+ 8.6% |
$21.1K - $23.2K
|
1.38K
$365K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
104+ 1.62% |
$20.2K - $22.1K
|
6.52K
$1.73M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
100+ 3.75% |
$19.4K - $21.3K
|
2.77K
$733K
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
97+ 4.89% |
$18.8K - $20.6K
|
2.08K
$551K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
94+ 8.7% |
$18.2K - $20K
|
1.18K
$311K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
92+ 9.78% |
$17.8K - $19.6K
|
1.03K
$274K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
83+ 6.42% |
$16.1K - $17.6K
|
1.38K
$364K
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
82+ 1.18% |
$15.9K - $17.4K
|
7.03K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82New |
$15.9K - $17.4K
|
82
$21.7K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78+ 0.97% |
$15.1K - $16.6K
|
8.11K
$2.15M
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
77+ 0.4% |
$14.9K - $16.4K
|
19.4K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
67New |
$13K - $14.2K
|
67
$17.8K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
57+ 0.91% |
$11K - $12.1K
|
6.32K
$1.67M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
51New |
$9.88K - $10.8K
|
51
$13.5K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50New |
$9.69K - $10.6K
|
50
$13.2K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
47+ 4.76% |
$9.11K - $9.99K
|
1.03K
$274K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
42+ 1.09% |
$8.14K - $8.93K
|
3.91K
$1.04M
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
42+ 1.56% |
$8.14K - $8.93K
|
2.73K
$722K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
27New |
$5.23K - $5.74K
|
27
$7.15K
|