Purchases and Sales Made in Q1 2024 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q1 2024. 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 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.12KNew |
$519K - $596K
|
1.12K
$699K
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.11K+ 7.9% |
$514K - $590K
|
15.2K
$9.44M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 5.63% |
$508K - $583K
|
20.6K
$12.8M
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.1KNew |
$508K - $583K
|
1.1K
$684K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.08K+ 41.46% |
$497K - $570K
|
3.67K
$2.28M
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.07KNew |
$494K - $566K
|
1.07K
$664K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 72.64% |
$491K - $563K
|
2.52K
$1.57M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.01K+ 5.75% |
$466K - $534K
|
18.5K
$11.5M
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.01K+ 97.58% |
$465K - $534K
|
2.04K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1KNew |
$463K - $531K
|
1K
$622K
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
993New |
$459K - $526K
|
993
$617K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
973+ 39.98% |
$450K - $516K
|
3.41K
$2.12M
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
936New |
$433K - $496K
|
936
$582K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
918+ 18.77% |
$424K - $487K
|
5.81K
$3.61M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
912+ 0.8% |
$422K - $484K
|
115K
$71.8M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
909+ 16.16% |
$420K - $482K
|
6.54K
$4.06M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
905+ 13.62% |
$418K - $480K
|
7.55K
$4.69M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
902New |
$417K - $478K
|
902
$561K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
883+ 10.3% |
$408K - $468K
|
9.46K
$5.88M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
882New |
$408K - $468K
|
882
$548K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
878+ 35.6% |
$406K - $465K
|
3.34K
$2.08M
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
866+ 5.92% |
$400K - $459K
|
15.5K
$9.63M
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
836New |
$386K - $443K
|
836
$520K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
821New |
$379K - $435K
|
821
$510K
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
820New |
$379K - $435K
|
820
$510K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
816New |
$377K - $433K
|
816
$507K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
808+ 93.84% |
$373K - $428K
|
1.67K
$1.04M
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
794+ 10.52% |
$367K - $421K
|
8.34K
$5.18M
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
782New |
$361K - $415K
|
782
$486K
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
779New |
$360K - $413K
|
779
$484K
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
768New |
$355K - $407K
|
768
$477K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
768New |
$355K - $407K
|
768
$477K
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
765+ 3.79% |
$354K - $406K
|
21K
$13M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
761+ 21.17% |
$352K - $403K
|
4.36K
$2.71M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
758+ 17.53% |
$350K - $402K
|
5.08K
$3.16M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
758+ 2.16% |
$350K - $402K
|
35.9K
$22.3M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
747+ 10.04% |
$345K - $396K
|
8.19K
$5.09M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
741+ 7.95% |
$342K - $393K
|
10.1K
$6.25M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
741+ 8.05% |
$342K - $393K
|
9.94K
$6.18M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
731+ 63.68% |
$338K - $388K
|
1.88K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
716New |
$331K - $380K
|
716
$445K
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
710+ 141.15% |
$328K - $376K
|
1.21K
$754K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
707New |
$327K - $375K
|
707
$439K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
705New |
$326K - $374K
|
705
$438K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
704+ 3.48% |
$325K - $373K
|
21K
$13M
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
703New |
$325K - $373K
|
703
$437K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
701+ 2.39% |
$324K - $372K
|
30K
$18.7M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
699+ 9.62% |
$323K - $371K
|
7.97K
$4.95M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
695+ 6.38% |
$321K - $368K
|
11.6K
$7.21M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
688New |
$318K - $365K
|
688
$428K
|