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 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$2.39K - $2.87K
|
13
$3.46K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 0.75% |
$2.02K - $2.43K
|
1.48K
$393K
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
10+ 0.13% |
$1.84K - $2.21K
|
7.5K
$2M
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
10+ 0.75% |
$1.84K - $2.21K
|
1.35K
$359K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10+ 0.65% |
$1.84K - $2.21K
|
1.55K
$414K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.83% |
$1.65K - $1.99K
|
1.09K
$290K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
8+ 0.6% |
$1.47K - $1.77K
|
1.35K
$359K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 266.67% |
$1.47K - $1.77K
|
11
$2.93K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$1.29K - $1.55K
|
7
$1.87K
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7+ 0.32% |
$1.29K - $1.55K
|
2.21K
$589K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$735 - $885
|
3.91K
$1.04M
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.13% |
$551 - $663
|
2.26K
$601K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
3+ 0.28% |
$551 - $663
|
1.06K
$283K
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$368 - $442
|
1.88K
$502K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.05% |
$368 - $442
|
3.97K
$1.06M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.08% |
$368 - $442
|
2.39K
$637K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.81% |
$184 - $221
|
125
$33.3K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.79% |
$184 - $221
|
128
$34.1K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.72% |
$184 - $221
|
139
$37K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$184 - $221
|
5.9K
$1.57M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 4.48% |
$551 - $663
|
64
$17.1K
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-5- 0.43% |
$919 - $1.11K
|
1.15K
$306K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 7.69% |
$919 - $1.11K
|
60
$16K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-8- 7.62% |
$1.47K - $1.77K
|
97
$25.8K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 7.08% |
$1.47K - $1.77K
|
105
$28K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$1.84K - $2.21K
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11- 0.48% |
$2.02K - $2.43K
|
2.28K
$609K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12- 1.33% |
$2.21K - $2.65K
|
888
$237K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-14- 4.95% |
$2.57K - $3.1K
|
269
$71.7K
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-15- 1.44% |
$2.76K - $3.32K
|
1.03K
$274K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15- 0.89% |
$2.76K - $3.32K
|
1.67K
$444K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17- 0.33% |
$3.12K - $3.76K
|
5.09K
$1.36M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-18- 3.7% |
$3.31K - $3.98K
|
468
$125K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19- 10.33% |
$3.49K - $4.2K
|
165
$44K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 24.39% |
$3.68K - $4.42K
|
62
$16.5K
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-22- 2.68% |
$4.04K - $4.87K
|
800
$213K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-24- 5.66% |
$4.41K - $5.31K
|
400
$107K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26- 0.92% |
$4.78K - $5.75K
|
2.79K
$743K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 19.18% |
$5.15K - $6.19K
|
118
$31.4K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 1.64% |
$5.88K - $7.08K
|
1.92K
$512K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 0.48% |
$6.43K - $7.74K
|
7.27K
$1.94M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-36- 0.14% |
$6.62K - $7.96K
|
26K
$6.92M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36- 0.19% |
$6.62K - $7.96K
|
18.7K
$4.99M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-37- 1.5% |
$6.8K - $8.18K
|
2.44K
$649K
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-40- 2.63% |
$7.35K - $8.85K
|
1.48K
$395K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40- 48.19% |
$7.35K - $8.85K
|
43
$11.5K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-41- 1.82% |
$7.53K - $9.07K
|
2.21K
$588K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-45- 1.64% |
$8.27K - $9.95K
|
2.7K
$718K
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-47- 0.24% |
$8.64K - $10.4K
|
19.6K
$5.22M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-50- 4.03% |
$9.19K - $11.1K
|
1.19K
$318K
|