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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
285New |
$52.4K - $63K
|
285
$75.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
283New |
$52K - $62.6K
|
283
$75.4K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
268+ 2.63% |
$49.2K - $59.3K
|
10.5K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
264+ 19.35% |
$48.5K - $58.4K
|
1.63K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
255+ 1.09% |
$46.9K - $56.4K
|
23.6K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
236+ 0.67% |
$43.4K - $52.2K
|
35.6K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
232+ 8.93% |
$42.6K - $51.3K
|
2.83K
$754K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
211+ 20.41% |
$38.8K - $46.7K
|
1.25K
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
205New |
$37.7K - $45.3K
|
205
$54.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
199+ 9.29% |
$36.6K - $44K
|
2.34K
$624K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
191New |
$35.1K - $42.2K
|
191
$50.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
190+ 8.25% |
$34.9K - $42K
|
2.49K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
185+ 13.44% |
$34K - $40.9K
|
1.56K
$416K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
185+ 6.63% |
$34K - $40.9K
|
2.98K
$793K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
184+ 0.23% |
$33.8K - $40.7K
|
79.6K
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
177+ 2.54% |
$32.5K - $39.1K
|
7.15K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
150+ 18.32% |
$27.6K - $33.2K
|
969
$258K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
140+ 12.7% |
$25.7K - $31K
|
1.24K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
135+ 0.85% |
$24.8K - $29.9K
|
16K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
128New |
$23.5K - $28.3K
|
128
$34.1K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
126+ 0.91% |
$23.2K - $27.9K
|
14K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
121+ 5.89% |
$22.2K - $26.8K
|
2.17K
$579K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
96New |
$17.6K - $21.2K
|
96
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
93+ 4.47% |
$17.1K - $20.6K
|
2.17K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
92+ 4.63% |
$16.9K - $20.3K
|
2.08K
$555K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
75New |
$13.8K - $16.6K
|
75
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
73New |
$13.4K - $16.1K
|
73
$19.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
67+ 4.87% |
$12.3K - $14.8K
|
1.44K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65New |
$11.9K - $14.4K
|
65
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
64+ 0.91% |
$11.8K - $14.2K
|
7.07K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 7.64% |
$11.6K - $13.9K
|
888
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
62+ 1.15% |
$11.4K - $13.7K
|
5.44K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
60New |
$11K - $13.3K
|
60
$16K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 0.93% |
$10.8K - $13K
|
6.38K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
58+ 0.07% |
$10.7K - $12.8K
|
77.9K
$20.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
53New |
$9.74K - $11.7K
|
53
$14.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
50+ 58.82% |
$9.19K - $11.1K
|
135
$36K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43+ 0.66% |
$7.9K - $9.51K
|
6.56K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
40+ 2.42% |
$7.35K - $8.85K
|
1.69K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
38+ 2.5% |
$6.98K - $8.4K
|
1.56K
$415K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35New |
$6.43K - $7.74K
|
35
$9.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28+ 100.0% |
$5.15K - $6.19K
|
56
$14.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
28+ 5.94% |
$5.15K - $6.19K
|
499
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 5.4% |
$4.96K - $5.97K
|
527
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25New |
$4.59K - $5.53K
|
25
$6.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
25+ 1.57% |
$4.59K - $5.53K
|
1.61K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
16New |
$2.94K - $3.54K
|
16
$4.26K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$2.76K - $3.32K
|
15
$4K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14+ 0.32% |
$2.57K - $3.1K
|
4.43K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
14New |
$2.57K - $3.1K
|
14
$3.73K
|