Purchases and Sales Made in Q2 2024 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56+ 20.0% |
$26.9K - $33K
|
336
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
55New |
$26.4K - $32.4K
|
55
$34.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
55+ 12.85% |
$26.4K - $32.4K
|
483
$305K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
54+ 37.24% |
$25.9K - $31.8K
|
199
$125K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
54+ 4.53% |
$25.9K - $31.8K
|
1.25K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
54+ 23.48% |
$25.9K - $31.8K
|
284
$179K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
52+ 9.87% |
$25K - $30.6K
|
579
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
52+ 3.57% |
$25K - $30.6K
|
1.51K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
51+ 3.35% |
$24.5K - $30K
|
1.57K
$991K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
50+ 192.31% |
$24K - $29.4K
|
76
$47.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
50+ 0.31% |
$24K - $29.4K
|
16.2K
$10.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
50+ 8.98% |
$24K - $29.4K
|
607
$383K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$24K - $29.4K
|
50
$31.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
50+ 8.4% |
$24K - $29.4K
|
645
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50+ 2.27% |
$24K - $29.4K
|
2.26K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
50+ 7.61% |
$24K - $29.4K
|
707
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49+ 0.34% |
$23.5K - $28.9K
|
14.6K
$9.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
49+ 3.22% |
$23.5K - $28.9K
|
1.57K
$991K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
47+ 10.35% |
$22.6K - $27.7K
|
501
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 7.42% |
$22.6K - $27.7K
|
680
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
47+ 7.91% |
$22.6K - $27.7K
|
641
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46New |
$22.1K - $27.1K
|
46
$29K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
45+ 2.05% |
$21.6K - $26.5K
|
2.25K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44+ 5.42% |
$21.1K - $25.9K
|
856
$540K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
43+ 1.19% |
$20.6K - $25.3K
|
3.66K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 12.03% |
$20.2K - $24.7K
|
391
$247K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
41+ 1.69% |
$19.7K - $24.1K
|
2.46K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41+ 0.41% |
$19.7K - $24.1K
|
9.98K
$6.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
40+ 1.58% |
$19.2K - $23.6K
|
2.57K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 4.52% |
$19.2K - $23.6K
|
925
$583K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
40+ 4.03% |
$19.2K - $23.6K
|
1.03K
$651K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
38+ 3.93% |
$18.2K - $22.4K
|
1K
$633K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
37+ 3.08% |
$17.8K - $21.8K
|
1.24K
$780K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37+ 0.92% |
$17.8K - $21.8K
|
4.06K
$2.56M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
37New |
$17.8K - $21.8K
|
37
$23.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
34New |
$16.3K - $20K
|
34
$21.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34+ 9.16% |
$16.3K - $20K
|
405
$255K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
34+ 1.31% |
$16.3K - $20K
|
2.63K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
33New |
$15.8K - $19.4K
|
33
$20.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
33+ 47.14% |
$15.8K - $19.4K
|
103
$64.9K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
31+ 2.24% |
$14.9K - $18.3K
|
1.42K
$893K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 7.06% |
$14.4K - $17.7K
|
455
$287K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
30+ 1.94% |
$14.4K - $17.7K
|
1.58K
$996K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
30+ 0.08% |
$14.4K - $17.7K
|
36.5K
$23M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
29+ 4.75% |
$13.9K - $17.1K
|
640
$404K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
27New |
$13K - $15.9K
|
27
$17K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27+ 2.83% |
$13K - $15.9K
|
980
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
27+ 0.5% |
$13K - $15.9K
|
5.44K
$3.43M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
27+ 0.5% |
$13K - $15.9K
|
5.44K
$3.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.71% |
$12.5K - $15.3K
|
3.68K
$2.32M
|