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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
363+ 9.84% |
$51.4K - $61.9K
|
4.05K
$1.05M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
333+ 5.9% |
$47.2K - $56.8K
|
5.98K
$1.55M
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
331+ 8.45% |
$46.9K - $56.5K
|
4.25K
$1.1M
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
325+ 15.28% |
$46.1K - $55.5K
|
2.45K
$636K
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
311+ 10.16% |
$44.1K - $53.1K
|
3.37K
$874K
|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
310+ 3.56% |
$43.9K - $52.9K
|
9.02K
$2.34M
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
309New |
$43.8K - $52.7K
|
309
$80.1K
|
|
Feb 09, 2021
Q4 2020
|
Nvwm, LLC
|
BUY
|
- |
280New |
$39.7K - $47.8K
|
280
$72.6K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
222New |
$31.5K - $37.9K
|
222
$57.6K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
222+ 888.0% |
$31.5K - $37.9K
|
247
$64K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
213New |
$30.2K - $36.3K
|
213
$55.2K
|
|
Feb 01, 2021
Q4 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
199+ 5.84% |
$28.2K - $34K
|
3.6K
$935K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
193+ 4.59% |
$27.4K - $32.9K
|
4.4K
$1.14M
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
169+ 4.76% |
$24K - $28.8K
|
3.72K
$965K
|
|
Mar 19, 2021
Q4 2020
|
Curi Wealth Management, LLC
|
BUY
|
- |
156New |
$22.1K - $26.6K
|
156
$40.5K
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150New |
$21.3K - $25.6K
|
150
$38.9K
|
|
Feb 16, 2021
Q4 2020
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
149+ 3.28% |
$21.1K - $25.4K
|
4.7K
$1.22M
|
|
Feb 02, 2021
Q4 2020
|
Rba Wealth Management, LLC
|
BUY
|
- |
145+ 4.54% |
$20.5K - $24.7K
|
3.34K
$866K
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124New |
$17.6K - $21.2K
|
124
$32.2K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
118+ 3.75% |
$16.7K - $20.1K
|
3.26K
$846K
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
113+ 3.92% |
$16K - $19.3K
|
3K
$777K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
110New |
$15.6K - $18.8K
|
110
$28.5K
|
|
Feb 05, 2021
Q4 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
110+ 0.67% |
$15.6K - $18.8K
|
16.5K
$4.27M
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
110New |
$15.6K - $18.8K
|
110
$28.5K
|
|
Feb 11, 2021
Q4 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
101+ 6.27% |
$14.3K - $17.2K
|
1.71K
$444K
|
|
Jan 27, 2021
Q4 2020
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 6.27% |
$14.2K - $17.1K
|
1.7K
$440K
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
BUY
|
- |
93+ 11.45% |
$13.2K - $15.9K
|
905
$235K
|
|
Jan 19, 2021
Q4 2020
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
93+ 0.65% |
$13.2K - $15.9K
|
14.4K
$3.72M
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
85+ 100.0% |
$12K - $14.5K
|
170
$44.1K
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
78New |
$11.1K - $13.3K
|
78
$20.2K
|
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75New |
$10.6K - $12.8K
|
75
$19.4K
|
|
Jan 20, 2021
Q4 2020
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
72+ 1.24% |
$10.2K - $12.3K
|
5.88K
$1.53M
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
71+ 61.21% |
$10.1K - $12.1K
|
187
$48.5K
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
60New |
$8.5K - $10.2K
|
60
$15.6K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58+ 3.25% |
$8.22K - $9.9K
|
1.85K
$478K
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47+ 1.02% |
$6.66K - $8.02K
|
4.65K
$1.21M
|
|
Dec 19, 2023
Q4 2020
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
40New |
$5.67K - $6.83K
|
40
$10.4K
|
|
Mar 19, 2021
Q4 2020
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
39New |
$5.53K - $6.65K
|
39
$10.1K
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
38+ 2.12% |
$5.39K - $6.48K
|
1.83K
$475K
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
32+ 2.13% |
$4.54K - $5.46K
|
1.53K
$398K
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
24+ 0.37% |
$3.4K - $4.1K
|
6.45K
$1.67M
|
|
Feb 11, 2021
Q4 2020
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
23+ 0.36% |
$3.26K - $3.92K
|
6.38K
$1.65M
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
23+ 0.34% |
$3.26K - $3.92K
|
6.84K
$1.77M
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
22+ 0.92% |
$3.12K - $3.75K
|
2.41K
$625K
|
|
Feb 01, 2021
Q4 2020
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
13New |
$1.84K - $2.22K
|
13
$3.37K
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11+ 52.38% |
$1.56K - $1.88K
|
32
$8.3K
|
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$1.42K - $1.71K
|
10
$2.59K
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$850 - $1.02K
|
6
$1.56K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6New |
$850 - $1.02K
|
6
$1.56K
|
|
Feb 12, 2021
Q4 2020
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6New |
$850 - $1.02K
|
6
$1.56K
|