Purchases and Sales Made in Q1 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INFORMATION TECHNOLOG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 2.68% |
$4.98K - $6.17K
|
612
$332K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
16+ 0.29% |
$4.98K - $6.17K
|
5.59K
$3.03M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
15+ 68.18% |
$4.67K - $5.78K
|
37
$20.1K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 5.73% |
$4.67K - $5.78K
|
277
$150K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.2% |
$4.36K - $5.4K
|
6.95K
$3.78M
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
14+ 0.85% |
$4.36K - $5.4K
|
1.66K
$902K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14+ 1400.0% |
$4.36K - $5.4K
|
15
$8.15K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13New |
$4.04K - $5.01K
|
13
$7.06K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.35% |
$3.73K - $4.63K
|
3.48K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12+ 0.37% |
$3.73K - $4.63K
|
3.29K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
12+ 27.27% |
$3.73K - $4.63K
|
56
$30.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12+ 1.85% |
$3.73K - $4.63K
|
662
$360K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.44% |
$3.42K - $4.24K
|
2.51K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
11+ 1.05% |
$3.42K - $4.24K
|
1.05K
$573K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.2% |
$3.42K - $4.24K
|
5.65K
$3.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10New |
$3.11K - $3.85K
|
10
$5.43K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10+ 0.63% |
$3.11K - $3.85K
|
1.6K
$871K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10+ 1.0% |
$3.11K - $3.85K
|
1.01K
$549K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9+ 16.07% |
$2.8K - $3.47K
|
65
$35.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9+ 1.06% |
$2.8K - $3.47K
|
859
$467K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
8New |
$2.49K - $3.08K
|
8
$4.35K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
8New |
$2.49K - $3.08K
|
8
$4.35K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.19% |
$2.49K - $3.08K
|
4.3K
$2.33M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 0.55% |
$2.18K - $2.7K
|
1.29K
$701K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 0.22% |
$2.18K - $2.7K
|
3.25K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.08% |
$2.18K - $2.7K
|
8.33K
$4.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
7+ 0.82% |
$2.18K - $2.7K
|
860
$467K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 66.67% |
$1.87K - $2.31K
|
15
$8.15K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 0.15% |
$1.87K - $2.31K
|
4.1K
$2.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.96% |
$1.87K - $2.31K
|
633
$344K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.37% |
$1.87K - $2.31K
|
1.61K
$875K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6+ 0.83% |
$1.87K - $2.31K
|
729
$396K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 7.58% |
$1.56K - $1.93K
|
71
$38.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 22.73% |
$1.56K - $1.93K
|
27
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$1.56K - $1.93K
|
2.19K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$1.56K - $1.93K
|
5
$2.72K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
5+ 0.18% |
$1.56K - $1.93K
|
2.71K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.21% |
$1.56K - $1.93K
|
2.42K
$1.32M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.01% |
$933 - $1.16K
|
25.8K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.0% |
$933 - $1.16K
|
82K
$44.6M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.16% |
$933 - $1.16K
|
1.87K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.2% |
$933 - $1.16K
|
1.47K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.15% |
$933 - $1.16K
|
2K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.14% |
$933 - $1.16K
|
2.13K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3+ 0.15% |
$933 - $1.16K
|
1.96K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.34% |
$933 - $1.16K
|
894
$486K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$933 - $1.16K
|
7.91K
$4.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
3+ 0.08% |
$933 - $1.16K
|
3.6K
$1.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.3% |
$622 - $771
|
662
$360K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.22% |
$622 - $771
|
904
$491K
|