Latest Institutional Transactions on Vanguard Industrial ETF (VIS)
This table provides information on the latest institutional transactions involving Vanguard Industrial ETF (VIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
87+ 4.23% |
$15.9K - $17.9K
|
2.14K
$553K
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.02KNew |
$369K - $415K
|
2.02K
$521K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.38KNew |
$801K - $900K
|
4.38K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-151- 13.1% |
$27.6K - $31K
|
1K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
11.9KNew |
$2.18M - $2.45M
|
11.9K
$3.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.5KNew |
$639K - $718K
|
3.5K
$902K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-122- 36.42% |
$22.3K - $25.1K
|
213
$55K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27- 38.57% |
$4.9K - $5.32K
|
43
$11.1K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
19+ 5.21% |
$3.45K - $3.74K
|
384
$99.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 18.84% |
$24.9K - $27K
|
864
$223K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-282- 11.92% |
$51.2K - $55.5K
|
2.08K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
59New |
$10.7K - $11.6K
|
59
$15.2K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
260+ 520.0% |
$47.2K - $51.2K
|
310
$80K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-100- 50.0% |
$18.2K - $19.7K
|
100
$25.8K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-29.4K- 35.95% |
$5.35M - $5.8M
|
52.5K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
530+ 35.45% |
$96.2K - $104K
|
2.03K
$523K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.17K- 44.23% |
$1.12M - $1.21M
|
7.78K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
87New |
$15.8K - $17.1K
|
87
$22.5K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 98.52% |
$182K - $197K
|
15
$3.87K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.33% |
$182 - $197
|
308
$79.5K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-74- 3.69% |
$13.4K - $14.6K
|
1.93K
$498K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
83New |
$15.1K - $16.3K
|
83
$21.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-193- 9.65% |
$35K - $38K
|
1.81K
$466K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$9.08K - $9.84K
|
50
$12.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-639- 35.6% |
$116K - $126K
|
1.16K
$298K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.45KNew |
$233K - $279K
|
1.45K
$375K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
88New |
$14.1K - $16.9K
|
88
$22.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.12KNew |
$179K - $214K
|
1.12K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.72KNew |
$276K - $330K
|
1.72K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.64KClosed |
$423K - $506K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
105New |
$16.8K - $20.1K
|
105
$27.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
900New |
$144K - $173K
|
900
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$961 - $1.15K
|
6
$1.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.27KNew |
$203K - $243K
|
1.27K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
9New |
$1.44K - $1.73K
|
9
$2.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 50.0% |
$8.01K - $9.59K
|
50
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.86% |
$160 - $192
|
117
$30.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
4.3KNew |
$689K - $824K
|
4.3K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.43K+ 4.84% |
$550K - $658K
|
74.3K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.26KNew |
$202K - $242K
|
1.26K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
421New |
$67.5K - $80.7K
|
421
$109K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.4KNew |
$225K - $269K
|
1.4K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
510New |
$81.7K - $97.8K
|
510
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
43New |
$6.89K - $8.24K
|
43
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-23.8K- 95.02% |
$3.81M - $4.56M
|
1.25K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-26- 34.21% |
$4.17K - $4.99K
|
50
$12.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
260+ 92.2% |
$41.7K - $49.9K
|
542
$140K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-9- 60.0% |
$1.44K - $1.73K
|
6
$1.55K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-13- 8.18% |
$2.08K - $2.49K
|
146
$37.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
2.45KNew |
$393K - $470K
|
2.45K
$633K
|
|