Purchases and Sales Made in Q1 2023 in Vanguard Materials ETF (VAW)
This table provides information about the institutional ownership of Vanguard Materials ETF (VAW) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD MATERIALS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
302KNew |
$50.4M - $57M
|
302K
$57.7M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
298KNew |
$49.7M - $56.2M
|
298K
$56.9M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
117K+ 34.31% |
$19.5M - $22M
|
457K
$87.2M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
109K+ 317.86% |
$18.2M - $20.6M
|
144K
$27.4M
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
106K+ 414.65% |
$17.7M - $20.1M
|
132K
$25.2M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.5K+ 44.3% |
$9.42M - $10.7M
|
184K
$35.1M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.4K+ 17.43% |
$7.57M - $8.57M
|
306K
$58.4M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39KNew |
$6.49M - $7.35M
|
39K
$7.43M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.4K+ 17.86% |
$4.9M - $5.55M
|
194K
$37M
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27.1K+ 10.01% |
$4.51M - $5.11M
|
297K
$56.8M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.4K+ 211.07% |
$3.57M - $4.04M
|
31.6K
$6.03M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.9KNew |
$3.32M - $3.76M
|
19.9K
$3.8M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.8K+ 134.75% |
$3.3M - $3.73M
|
34.5K
$6.58M
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
18.7K+ 9243.07% |
$3.11M - $3.52M
|
18.9K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.1K+ 533.56% |
$2.85M - $3.23M
|
20.3K
$3.88M
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$2.06M - $2.34M
|
12.4K
$2.36M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38K+ 337.98% |
$1.23M - $1.39M
|
9.56K
$1.82M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.24K+ 2357.33% |
$1.21M - $1.37M
|
7.54K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7K+ 13.34% |
$1.17M - $1.32M
|
59.5K
$11.4M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.64KNew |
$1.11M - $1.25M
|
6.64K
$1.27M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.96KNew |
$993K - $1.12M
|
5.96K
$1.14M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.92KNew |
$986K - $1.12M
|
5.92K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.83KNew |
$971K - $1.1M
|
5.83K
$1.11M
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
5.72K+ 9.28% |
$953K - $1.08M
|
67.4K
$12.9M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.51K+ 57.28% |
$917K - $1.04M
|
15.1K
$2.89M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.38K+ 6.91% |
$896K - $1.01M
|
83.2K
$15.9M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.77K+ 47.46% |
$795K - $901K
|
14.8K
$2.83M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.55K+ 47.46% |
$757K - $858K
|
14.1K
$2.69M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35K+ 20.32% |
$724K - $820K
|
25.7K
$4.91M
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.76KNew |
$459K - $520K
|
2.76K
$526K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.73K+ 33.8% |
$455K - $516K
|
10.8K
$2.06M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.73K+ 33.8% |
$455K - $516K
|
10.8K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.46KNew |
$409K - $464K
|
2.46K
$469K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.28K+ 258.86% |
$379K - $430K
|
3.16K
$603K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.96K+ 1.01% |
$327K - $370K
|
196K
$37.3M
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.84K+ 20.33% |
$307K - $347K
|
10.9K
$2.08M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.72KNew |
$287K - $325K
|
1.72K
$329K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.71K+ 6.11% |
$286K - $323K
|
29.8K
$5.68M
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.66K+ 6.12% |
$277K - $314K
|
28.8K
$5.5M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.63K+ 62.94% |
$271K - $307K
|
4.21K
$803K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 9.2% |
$268K - $303K
|
19.1K
$3.64M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.51KNew |
$252K - $285K
|
1.51K
$288K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.47K+ 6.7% |
$244K - $276K
|
23.3K
$4.45M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 65.32% |
$240K - $272K
|
3.65K
$696K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.43KNew |
$238K - $270K
|
1.43K
$273K
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.33KNew |
$222K - $251K
|
1.33K
$254K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.32K+ 7.67% |
$220K - $250K
|
18.6K
$3.55M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.26K+ 6.0% |
$210K - $237K
|
22.2K
$4.24M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.25KNew |
$208K - $236K
|
1.25K
$239K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.23KNew |
$205K - $232K
|
1.23K
$235K
|