Purchases and Sales Made in Q4 2022 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6+ 0.35% |
$1.81K - $2.1K
|
1.7K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.12% |
$1.5K - $1.75K
|
4.1K
$2.72M
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5+ 0.52% |
$1.5K - $1.75K
|
971
$645K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4+ 0.53% |
$1.2K - $1.4K
|
752
$500K
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4+ 0.22% |
$1.2K - $1.4K
|
1.78K
$1.19M
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.4% |
$1.2K - $1.4K
|
1K
$666K
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4+ 0.48% |
$1.2K - $1.4K
|
838
$557K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.15% |
$1.2K - $1.4K
|
2.62K
$1.74M
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$903 - $1.05K
|
747
$497K
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.32% |
$903 - $1.05K
|
932
$620K
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.44% |
$903 - $1.05K
|
685
$455K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3+ 0.15% |
$903 - $1.05K
|
2.07K
$1.37M
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$903 - $1.05K
|
749
$498K
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
3+ 0.45% |
$903 - $1.05K
|
675
$449K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$602 - $698
|
5.63K
$3.75M
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2+ 0.25% |
$602 - $698
|
811
$539K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.31% |
$602 - $698
|
655
$435K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$602 - $698
|
2.93K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2+ 0.28% |
$602 - $698
|
716
$476K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.54% |
$602 - $698
|
374
$249K
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.22% |
$602 - $698
|
902
$600K
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2+ 0.3% |
$602 - $698
|
679
$451K
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.04% |
$602 - $698
|
4.97K
$3.3M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.21% |
$602 - $698
|
966
$642K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1+ 0.05% |
$301 - $349
|
1.93K
$1.28M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1+ 2.56% |
$301 - $349
|
40
$26.6K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.45% |
$301 - $349
|
225
$150K
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.05% |
$301 - $349
|
2.13K
$1.41M
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$301 - $349
|
276
$183K
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 1.22% |
$301 - $349
|
83
$55.2K
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$301 - $349
|
1.1K
$730K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.22% |
$301 - $349
|
465
$309K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.64% |
$301 - $349
|
158
$105K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$301 - $349
|
2.3K
$1.53M
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.11% |
$301 - $349
|
920
$612K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$301 - $349
|
1.74K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$301 - $349
|
1
$665
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.47% |
$301 - $349
|
69
$45.9K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.18% |
$301 - $349
|
551
$366K
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.07% |
$301 - $349
|
1.54K
$1.02M
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.02% |
$301 - $349
|
6.16K
$4.09M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.01% |
$301 - $349
|
14.8K
$9.83M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-3- 12.0% |
$903 - $1.05K
|
22
$14.6K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3- 0.12% |
$903 - $1.05K
|
2.57K
$1.71M
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-4- 0.14% |
$1.2K - $1.4K
|
2.92K
$1.94M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.11% |
$1.2K - $1.4K
|
3.48K
$2.32M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-4- 0.2% |
$1.2K - $1.4K
|
2.05K
$1.36M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5- 0.1% |
$1.5K - $1.75K
|
5.1K
$3.39M
|