Purchases and Sales Made in Q3 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-124- 5.03% |
$50.8K - $57K
|
2.34K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-126- 2.86% |
$51.6K - $57.9K
|
4.27K
$2.7M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-127- 1.7% |
$52K - $58.4K
|
7.37K
$4.65M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-130- 0.45% |
$53.2K - $59.7K
|
29.1K
$18.4M
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-131- 11.02% |
$53.6K - $60.2K
|
1.06K
$668K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-133- 32.36% |
$54.5K - $61.1K
|
278
$176K
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-137- 6.63% |
$56.1K - $63K
|
1.93K
$1.22M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-138- 14.2% |
$56.5K - $63.4K
|
834
$527K
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-140- 11.35% |
$57.3K - $64.3K
|
1.09K
$690K
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-140- 1.39% |
$57.3K - $64.3K
|
9.94K
$6.28M
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-145- 5.99% |
$59.4K - $66.6K
|
2.28K
$1.44M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-148- 6.95% |
$60.6K - $68K
|
1.98K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-153- 14.49% |
$62.6K - $70.3K
|
903
$570K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-153- 11.14% |
$62.6K - $70.3K
|
1.22K
$771K
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-155- 15.67% |
$63.5K - $71.2K
|
834
$527K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-156- 1.48% |
$63.9K - $71.7K
|
10.4K
$6.56M
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-156- 0.72% |
$63.9K - $71.7K
|
21.6K
$13.7M
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-156- 1.03% |
$63.9K - $71.7K
|
15.1K
$9.51M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-157- 2.11% |
$64.3K - $72.2K
|
7.28K
$4.6M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-158- 0.96% |
$64.7K - $72.6K
|
16.3K
$10.3M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-158- 0.96% |
$64.7K - $72.6K
|
16.3K
$10.3M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-159- 3.69% |
$65.1K - $73.1K
|
4.15K
$2.62M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-164- 0.09% |
$67.1K - $75.4K
|
191K
$121M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-167- 2.16% |
$68.4K - $76.7K
|
7.56K
$4.78M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-167- 3.04% |
$68.4K - $76.7K
|
5.33K
$3.37M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-172- 10.17% |
$70.4K - $79K
|
1.52K
$960K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-174- 4.35% |
$71.2K - $80K
|
3.83K
$2.42M
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-174- 12.63% |
$71.2K - $80K
|
1.2K
$760K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-176- 2.32% |
$72.1K - $80.9K
|
7.39K
$4.67M
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-178- 2.51% |
$72.9K - $81.8K
|
6.92K
$4.37M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-180- 13.31% |
$73.7K - $82.7K
|
1.17K
$740K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-182- 3.6% |
$74.5K - $83.6K
|
4.88K
$3.08M
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-183- 3.31% |
$74.9K - $84.1K
|
5.35K
$3.38M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-184- 1.4% |
$75.3K - $84.6K
|
13K
$8.18M
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-192- 2.88% |
$78.6K - $88.2K
|
6.48K
$4.09M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-192- 15.24% |
$78.6K - $88.2K
|
1.07K
$675K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-193- 2.09% |
$79K - $88.7K
|
9.05K
$5.72M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-197- 1.11% |
$80.7K - $90.5K
|
17.6K
$11.1M
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-199- 6.05% |
$81.5K - $91.5K
|
3.09K
$1.95M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-200- 3.61% |
$81.9K - $91.9K
|
5.34K
$3.38M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-203- 9.02% |
$83.1K - $93.3K
|
2.05K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-203- 9.51% |
$83.1K - $93.3K
|
1.93K
$1.22M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-208- 18.1% |
$85.2K - $95.6K
|
941
$594K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-208- 22.06% |
$85.2K - $95.6K
|
735
$464K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-214- 5.16% |
$87.6K - $98.4K
|
3.93K
$2.48M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-216- 3.45% |
$88.4K - $99.3K
|
6.05K
$3.82M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-219- 2.04% |
$89.7K - $101K
|
10.5K
$6.65M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-219- 8.36% |
$89.7K - $101K
|
2.4K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-222- 4.46% |
$90.9K - $102K
|
4.76K
$3M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-223- 0.69% |
$91.3K - $102K
|
32K
$20.2M
|