Purchases and Sales Made in Q3 2023 in Vanguard Materials ETF (VAW)
This table provides information about the institutional ownership of Vanguard Materials ETF (VAW) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
82New |
$14.1K - $15.5K
|
82
$15.6K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
62+ 0.54% |
$10.6K - $11.7K
|
11.5K
$2.19M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
53+ 2.18% |
$9.08K - $10K
|
2.48K
$473K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 8.8% |
$8.57K - $9.46K
|
618
$118K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50+ 0.46% |
$8.57K - $9.46K
|
10.8K
$2.07M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42New |
$7.2K - $7.94K
|
42
$8.01K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42+ 1.03% |
$7.2K - $7.94K
|
4.13K
$787K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32+ 5.5% |
$5.48K - $6.05K
|
614
$117K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
31New |
$5.31K - $5.86K
|
31
$5.91K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29+ 0.21% |
$4.97K - $5.49K
|
14K
$2.68M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.72% |
$4.97K - $5.49K
|
4.04K
$771K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
28+ 0.49% |
$4.8K - $5.3K
|
5.72K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
25+ 0.37% |
$4.28K - $4.73K
|
6.85K
$1.31M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 57.5% |
$3.94K - $4.35K
|
63
$12K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23New |
$3.94K - $4.35K
|
23
$4.39K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.4% |
$3.08K - $3.4K
|
4.55K
$867K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15New |
$2.57K - $2.84K
|
15
$2.86K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14New |
$2.4K - $2.65K
|
14
$2.67K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 400.0% |
$2.06K - $2.27K
|
15
$2.86K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.34% |
$1.88K - $2.08K
|
3.22K
$615K
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.46% |
$1.2K - $1.32K
|
1.52K
$289K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6New |
$1.03K - $1.13K
|
6
$1.14K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
6+ 3.06% |
$1.03K - $1.13K
|
202
$38.5K
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
6+ 0.51% |
$1.03K - $1.13K
|
1.18K
$225K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.21% |
$857 - $946
|
2.37K
$453K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$685 - $757
|
7.81K
$1.49M
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3+ 0.12% |
$514 - $567
|
2.46K
$470K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$514 - $567
|
7.88K
$1.5M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.05% |
$343 - $378
|
4.15K
$792K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 1.92% |
$343 - $378
|
106
$20.2K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.56% |
$171 - $189
|
178
$34K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.06% |
$171 - $189
|
1.81K
$345K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.27% |
$171 - $189
|
377
$71.9K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.2% |
$171 - $189
|
510
$97.3K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 0.56% |
$171 - $189
|
178
$34K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.19% |
$171 - $189
|
539
$103K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$171 - $189
|
3.24K
$617K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1- 0.02% |
$171 - $189
|
6K
$1.14M
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-4- 0.33% |
$685 - $757
|
1.23K
$234K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4- 0.11% |
$685 - $757
|
3.74K
$713K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 55.56% |
$857 - $946
|
4
$763
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-7- 0.1% |
$1.2K - $1.32K
|
7.22K
$1.38M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12- 0.64% |
$2.06K - $2.27K
|
1.86K
$355K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-14- 6.97% |
$2.4K - $2.65K
|
187
$35.7K
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17- 0.82% |
$2.91K - $3.22K
|
2.05K
$391K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 2.5% |
$4.28K - $4.73K
|
977
$186K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-25- 5.23% |
$4.28K - $4.73K
|
453
$86.4K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 2.07% |
$4.28K - $4.73K
|
1.18K
$226K
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-25- 0.59% |
$4.28K - $4.73K
|
4.23K
$808K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 5.81% |
$5.14K - $5.67K
|
486
$92.7K
|