Purchases and Sales Made in Q4 2020 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
2.23K+ 83.75% |
$316K - $381K
|
4.9K
$1.27M
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.09KNew |
$296K - $357K
|
2.09K
$542K
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 580.34% |
$289K - $348K
|
2.39K
$619K
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 0.68% |
$283K - $341K
|
298K
$77.2M
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.99KNew |
$282K - $339K
|
1.99K
$516K
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.91K+ 6.79% |
$271K - $326K
|
30K
$7.79M
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.65KNew |
$234K - $282K
|
1.65K
$428K
|
|
Feb 04, 2021
Q4 2020
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.56K+ 109.09% |
$221K - $266K
|
2.99K
$775K
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.5KNew |
$213K - $256K
|
1.5K
$389K
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.43K+ 76.0% |
$203K - $244K
|
3.31K
$859K
|
|
Feb 12, 2021
Q4 2020
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.38KNew |
$196K - $235K
|
1.38K
$358K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.37K+ 10.06% |
$195K - $234K
|
15K
$3.9M
|
|
Jan 19, 2021
Q4 2020
|
Lake Street Financial LLC
|
BUY
|
- |
1.36KNew |
$193K - $233K
|
1.36K
$353K
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
BUY
|
- |
1.36KNew |
$193K - $232K
|
1.36K
$353K
|
|
Feb 10, 2021
Q4 2020
|
Montis Financial, LLC
|
BUY
|
- |
1.35KNew |
$191K - $230K
|
1.35K
$349K
|
|
Jan 19, 2021
Q4 2020
|
Patten & Patten Inc
|
BUY
|
- |
1.31KNew |
$185K - $223K
|
1.31K
$338K
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.3KNew |
$185K - $222K
|
1.3K
$338K
|
|
Feb 02, 2021
Q4 2020
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.27KNew |
$180K - $217K
|
1.27K
$329K
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
BUY
|
- |
1.26KNew |
$179K - $215K
|
1.26K
$327K
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.25KNew |
$177K - $213K
|
1.25K
$323K
|
|
Jan 12, 2021
Q4 2020
|
Mc Adam, LLC
|
BUY
|
- |
1.16KNew |
$164K - $198K
|
1.16K
$301K
|
|
Jan 29, 2021
Q4 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.1K+ 22.95% |
$156K - $188K
|
5.91K
$1.53M
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.09K+ 52.11% |
$154K - $186K
|
3.18K
$824K
|
|
Feb 12, 2021
Q4 2020
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$152K - $183K
|
1.07K
$278K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.05K+ 2.92% |
$149K - $180K
|
37.1K
$9.61M
|
|
Jan 28, 2021
Q4 2020
|
Bray Capital Advisors
|
BUY
|
- |
1.02K+ 38.59% |
$144K - $173K
|
3.65K
$945K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 5.0% |
$144K - $173K
|
21.3K
$5.51M
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.01KNew |
$143K - $173K
|
1.01K
$262K
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
981New |
$139K - $167K
|
981
$254K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
906New |
$128K - $155K
|
906
$235K
|
|
Feb 02, 2021
Q4 2020
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
876+ 8.86% |
$124K - $149K
|
10.8K
$2.79M
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
839New |
$119K - $143K
|
839
$218K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
810+ 4.42% |
$115K - $138K
|
19.2K
$4.97M
|
|
Jan 19, 2022
Q4 2020
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
795+ 10.49% |
$113K - $136K
|
8.38K
$2.17M
|
|
Feb 16, 2021
Q4 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
772+ 33.22% |
$109K - $132K
|
3.1K
$803K
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
700New |
$99.2K - $119K
|
700
$182K
|
|
Feb 08, 2021
Q4 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
667+ 0.71% |
$94.5K - $114K
|
94.2K
$24.4M
|
|
Feb 16, 2021
Q4 2020
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
663+ 34.25% |
$94K - $113K
|
2.6K
$674K
|
|
Feb 03, 2021
Q4 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
660+ 21.24% |
$93.5K - $113K
|
3.77K
$977K
|
|
Jan 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
655+ 19.93% |
$92.8K - $112K
|
3.94K
$1.02M
|
|
Jan 22, 2021
Q4 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
610New |
$86.4K - $104K
|
610
$158K
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
606+ 6.28% |
$85.9K - $103K
|
10.3K
$2.66M
|
|
Feb 16, 2021
Q4 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
514+ 14.94% |
$72.8K - $87.7K
|
3.95K
$1.03M
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
BUY
|
- |
500New |
$70.9K - $85.3K
|
500
$130K
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
475+ 18.63% |
$67.3K - $81K
|
3.03K
$784K
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
429+ 5.38% |
$60.8K - $73.2K
|
8.4K
$2.18M
|
|
Feb 05, 2021
Q4 2020
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
415+ 3.18% |
$58.8K - $70.8K
|
13.5K
$3.49M
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
400+ 259.74% |
$56.7K - $68.3K
|
554
$144K
|
|
Jan 26, 2021
Q4 2020
|
Quaker Wealth Management, LLC
|
BUY
|
- |
385+ 1.59% |
$54.6K - $65.7K
|
24.5K
$6.36M
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
379New |
$53.7K - $64.7K
|
379
$98.3K
|