Purchases and Sales Made in Q4 2023 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.3KNew |
$238K - $287K
|
1.3K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.3K+ 3.52% |
$238K - $286K
|
38.1K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.27K+ 7.15% |
$234K - $282K
|
19.1K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.25KNew |
$230K - $277K
|
1.25K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.16K+ 4.68% |
$212K - $256K
|
25.9K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.16KNew |
$212K - $256K
|
1.16K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.15KNew |
$212K - $255K
|
1.15K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.13KNew |
$208K - $250K
|
1.13K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.13KNew |
$208K - $250K
|
1.13K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.08KNew |
$198K - $238K
|
1.08K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.05KNew |
$192K - $231K
|
1.05K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1KNew |
$184K - $222K
|
1K
$267K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1KNew |
$184K - $221K
|
1K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$184K - $221K
|
1K
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
980New |
$180K - $217K
|
980
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
965New |
$177K - $213K
|
965
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
957+ 7.93% |
$176K - $212K
|
13K
$3.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
955New |
$175K - $211K
|
955
$254K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
948New |
$174K - $210K
|
948
$253K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
946New |
$174K - $209K
|
946
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
933New |
$171K - $206K
|
933
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
915+ 13.65% |
$168K - $202K
|
7.62K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
908+ 3.86% |
$167K - $201K
|
24.4K
$6.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
815+ 58.84% |
$150K - $180K
|
2.2K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
756+ 21.13% |
$139K - $167K
|
4.33K
$1.15M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
748+ 5.37% |
$137K - $165K
|
14.7K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
731+ 1.92% |
$134K - $162K
|
38.7K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
717+ 14.29% |
$132K - $159K
|
5.73K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
717+ 26.03% |
$132K - $159K
|
3.47K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
676+ 12.59% |
$124K - $149K
|
6.05K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
667+ 3.45% |
$123K - $148K
|
20K
$5.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
608New |
$112K - $134K
|
608
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
577+ 3.25% |
$106K - $128K
|
18.3K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
517+ 16.16% |
$95K - $114K
|
3.72K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
508New |
$93.4K - $112K
|
508
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
487New |
$89.5K - $108K
|
487
$130K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
480+ 34.71% |
$88.2K - $106K
|
1.86K
$496K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
466New |
$85.6K - $103K
|
466
$124K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
450+ 15.86% |
$82.7K - $99.5K
|
3.29K
$876K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
427+ 5.07% |
$78.5K - $94.4K
|
8.84K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
394+ 458.14% |
$72.4K - $87.1K
|
480
$128K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
391+ 33.28% |
$71.9K - $86.5K
|
1.57K
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
368New |
$67.6K - $81.4K
|
368
$98.1K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
358+ 4.7% |
$65.8K - $79.2K
|
7.98K
$2.13M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
341+ 1.06% |
$62.7K - $75.4K
|
32.6K
$8.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
328+ 1.03% |
$60.3K - $72.5K
|
32.1K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
327+ 4.3% |
$60.1K - $72.3K
|
7.93K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
308+ 1.79% |
$56.6K - $68.1K
|
17.5K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
307+ 35.25% |
$56.4K - $67.9K
|
1.18K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
297+ 4.92% |
$54.6K - $65.7K
|
6.33K
$1.69M
|