Purchases and Sales Made in Q4 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.36KNew |
$942K - $1.15M
|
2.36K
$1.42M
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.34K+ 50.91% |
$934K - $1.14M
|
6.93K
$4.17M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.28KNew |
$911K - $1.11M
|
2.28K
$1.37M
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.21KNew |
$885K - $1.08M
|
2.21K
$1.33M
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.2K+ 7.87% |
$879K - $1.07M
|
30.1K
$18.1M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.18KNew |
$870K - $1.06M
|
2.18K
$1.31M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.12K+ 32.84% |
$847K - $1.03M
|
8.58K
$5.16M
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.09KNew |
$835K - $1.02M
|
2.09K
$1.26M
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.03KNew |
$811K - $988K
|
2.03K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 10.14% |
$807K - $983K
|
21.9K
$13.2M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.02K+ 2.56% |
$806K - $981K
|
80.8K
$48.7M
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.01KNew |
$802K - $977K
|
2.01K
$1.21M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.01K+ 6.07% |
$802K - $977K
|
35.1K
$21.1M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.98KNew |
$793K - $966K
|
1.98K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.98KNew |
$791K - $963K
|
1.98K
$1.19M
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.97KNew |
$788K - $960K
|
1.97K
$1.19M
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.93K+ 159.88% |
$769K - $937K
|
3.13K
$1.88M
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.91K+ 0.94% |
$762K - $928K
|
204K
$123M
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.91KNew |
$761K - $927K
|
1.91K
$1.15M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$761K - $927K
|
1.91K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.88K+ 179.77% |
$749K - $913K
|
2.92K
$1.76M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.85K+ 958.55% |
$739K - $901K
|
2.04K
$1.23M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 17.84% |
$703K - $857K
|
11.6K
$7M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.75K+ 3.12% |
$699K - $851K
|
57.8K
$34.8M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.74K+ 2.81% |
$693K - $845K
|
63.6K
$38.3M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.66K+ 31.13% |
$664K - $809K
|
7K
$4.21M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.66KNew |
$661K - $806K
|
1.66K
$996K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.55K+ 3.71% |
$617K - $752K
|
43.2K
$26M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.53K+ 80.38% |
$612K - $746K
|
3.44K
$2.07M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.5KNew |
$598K - $728K
|
1.5K
$901K
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.48K+ 11.28% |
$593K - $722K
|
14.6K
$8.81M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.48K+ 4.85% |
$592K - $721K
|
32K
$19.3M
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.47K+ 243.28% |
$586K - $714K
|
2.07K
$1.25M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.46K+ 10.09% |
$585K - $712K
|
16K
$9.62M
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.45K+ 494.56% |
$581K - $708K
|
1.75K
$1.05M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.45K+ 23.36% |
$580K - $707K
|
7.67K
$4.62M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.43K+ 67.21% |
$573K - $698K
|
3.57K
$2.15M
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.39KNew |
$553K - $674K
|
1.39K
$834K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 25.98% |
$539K - $656K
|
6.54K
$3.94M
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.34K+ 48.15% |
$535K - $652K
|
4.12K
$2.48M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.33K+ 140.76% |
$533K - $649K
|
2.28K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.33K+ 3.94% |
$533K - $649K
|
35.1K
$21.2M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.3K+ 60.88% |
$519K - $632K
|
3.43K
$2.07M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.27KNew |
$507K - $618K
|
1.27K
$765K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.25K+ 23.25% |
$501K - $610K
|
6.64K
$4M
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.23K+ 216.49% |
$493K - $601K
|
1.8K
$1.09M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21K+ 0.09% |
$481K - $587K
|
1.35M
$812M
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.2K+ 148.14% |
$478K - $583K
|
2.01K
$1.21M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.16K+ 21.34% |
$464K - $566K
|
6.61K
$3.98M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 4.16% |
$454K - $553K
|
28.4K
$17.1M
|