Purchases and Sales Made in Q1 2023 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INDUSTRIAL ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
120+ 6.44% |
$21.8K - $23.6K
|
1.98K
$525K
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
110+ 3.13% |
$20K - $21.7K
|
3.62K
$959K
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
110+ 1.8% |
$20K - $21.7K
|
6.22K
$1.65M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
108New |
$19.6K - $21.3K
|
108
$28.6K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
96New |
$17.4K - $18.9K
|
96
$25.4K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
93+ 0.45% |
$16.9K - $18.3K
|
20.8K
$5.5M
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
90+ 0.44% |
$16.3K - $17.7K
|
20.4K
$5.39M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
87New |
$15.8K - $17.1K
|
87
$23K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
86New |
$15.6K - $16.9K
|
86
$22.8K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83New |
$15.1K - $16.3K
|
83
$22K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
83New |
$15.1K - $16.3K
|
83
$22K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
67+ 14.29% |
$12.2K - $13.2K
|
536
$142K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
59New |
$10.7K - $11.6K
|
59
$15.6K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
59+ 0.56% |
$10.7K - $11.6K
|
10.5K
$2.79M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56+ 0.8% |
$10.2K - $11K
|
7.1K
$1.88M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
51+ 0.47% |
$9.26K - $10K
|
10.8K
$2.86M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$9.08K - $9.84K
|
50
$13.2K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
46+ 3.84% |
$8.35K - $9.06K
|
1.24K
$329K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
42+ 0.97% |
$7.63K - $8.27K
|
4.39K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
42+ 0.58% |
$7.63K - $8.27K
|
7.26K
$1.92M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
33New |
$5.99K - $6.5K
|
33
$8.74K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
33+ 33.33% |
$5.99K - $6.5K
|
132
$34.9K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 5.96% |
$5.63K - $6.1K
|
551
$146K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$4.54K - $4.92K
|
25
$6.62K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
22+ 0.79% |
$3.99K - $4.33K
|
2.81K
$743K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
19+ 5.21% |
$3.45K - $3.74K
|
384
$102K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.34% |
$3.27K - $3.54K
|
5.35K
$1.42M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
18+ 9.89% |
$3.27K - $3.54K
|
200
$52.9K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
15+ 1.44% |
$2.72K - $2.95K
|
1.06K
$280K
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
13+ 0.2% |
$2.36K - $2.56K
|
6.54K
$1.73M
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
11+ 0.41% |
$2K - $2.17K
|
2.69K
$713K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11+ 0.62% |
$2K - $2.17K
|
1.79K
$474K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.46% |
$1.45K - $1.57K
|
1.75K
$463K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
8+ 0.59% |
$1.45K - $1.57K
|
1.37K
$363K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7+ 1.56% |
$1.27K - $1.38K
|
455
$120K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.24% |
$1.09K - $1.18K
|
2.46K
$650K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.14% |
$726 - $787
|
2.85K
$754K
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
4+ 0.05% |
$726 - $787
|
7.49K
$1.98M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.22% |
$545 - $591
|
1.34K
$354K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.03% |
$545 - $591
|
11.2K
$2.97M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$545 - $591
|
3
$794
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$363 - $394
|
1.16K
$306K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.08% |
$182 - $197
|
1.3K
$345K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.06% |
$182 - $197
|
1.7K
$451K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 3.33% |
$182 - $197
|
31
$8.21K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.33% |
$182 - $197
|
308
$81.5K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.12% |
$182 - $197
|
846
$224K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.05% |
$182 - $197
|
2.2K
$583K
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-3- 0.11% |
$545 - $591
|
2.8K
$741K
|