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 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.29% |
$622 - $771
|
687
$440K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.3% |
$622 - $771
|
662
$424K
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
2+ 0.11% |
$622 - $771
|
1.88K
$1.2M
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.1% |
$311 - $385
|
1K
$642K
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$311 - $385
|
1.37K
$877K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$311 - $385
|
656
$420K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$311 - $385
|
750
$480K
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.02% |
$311 - $385
|
4.97K
$3.18M
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.1% |
$311 - $385
|
1.01K
$644K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.15% |
$311 - $385
|
654
$418K
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$311 - $385
|
748
$479K
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$311 - $385
|
1.02K
$653K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.09% |
$311 - $385
|
1.11K
$710K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$311 - $385
|
860
$550K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$311 - $385
|
6.53K
$4.18M
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$311 - $385
|
1.28K
$818K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$311 - $385
|
1.04K
$665K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.16% |
$311 - $385
|
637
$408K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$311 - $385
|
277
$177K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$311 - $385
|
2.94K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.07% |
$311 - $385
|
1.54K
$984K
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.12% |
$311 - $385
|
868
$555K
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.12% |
$311 - $385
|
836
$535K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.19% |
$311 - $385
|
540
$346K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.33% |
$311 - $385
|
44
$28.2K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$311 - $385
|
1.08K
$690K
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1+ 0.04% |
$311 - $385
|
2.53K
$1.62M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.13% |
$311 - $385
|
781
$500K
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.05% |
$311 - $385
|
2.07K
$1.32M
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.03% |
$311 - $385
|
3.3K
$2.11M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- 0.38% |
$622 - $771
|
530
$339K
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2- 6.45% |
$622 - $771
|
29
$18.6K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.16% |
$933 - $1.16K
|
1.92K
$1.23M
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-4- 0.19% |
$1.24K - $1.54K
|
2.09K
$1.33M
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-4- 0.25% |
$1.24K - $1.54K
|
1.61K
$1.03M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-4- 3.1% |
$1.24K - $1.54K
|
125
$80K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 0.56% |
$1.56K - $1.93K
|
887
$568K
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5- 0.62% |
$1.56K - $1.93K
|
806
$516K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5- 0.62% |
$1.56K - $1.93K
|
800
$512K
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-5- 0.26% |
$1.56K - $1.93K
|
1.89K
$1.21M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5- 0.47% |
$1.56K - $1.93K
|
1.07K
$682K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-6- 0.5% |
$1.87K - $2.31K
|
1.2K
$765K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6- 0.35% |
$1.87K - $2.31K
|
1.7K
$1.09M
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6- 3.73% |
$1.87K - $2.31K
|
155
$99.2K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6- 0.13% |
$1.87K - $2.31K
|
4.76K
$3.05M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.71% |
$1.87K - $2.31K
|
841
$538K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.12% |
$1.87K - $2.31K
|
4.92K
$3.15M
|