Purchases and Sales Made in Q4 2024 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q4 2024. 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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
94+ 1.43% |
$23.9K - $26.3K
|
6.69K
$1.77M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
89+ 55.28% |
$22.6K - $24.9K
|
250
$66.3K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
69+ 0.7% |
$17.6K - $19.3K
|
9.89K
$2.63M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66+ 111.86% |
$16.8K - $18.5K
|
125
$33.2K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50+ 6.39% |
$12.7K - $14K
|
832
$221K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
43+ 2.94% |
$10.9K - $12K
|
1.5K
$399K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33+ 2.5% |
$8.39K - $9.23K
|
1.35K
$359K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.56% |
$8.39K - $9.23K
|
5.92K
$1.57M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
28New |
$7.12K - $7.83K
|
28
$7.43K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25+ 0.37% |
$6.36K - $6.99K
|
6.84K
$1.81M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.89% |
$6.36K - $6.99K
|
2.84K
$752K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24New |
$6.11K - $6.71K
|
24
$6.37K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
23+ 23.96% |
$5.85K - $6.43K
|
119
$31.6K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
21+ 0.88% |
$5.34K - $5.87K
|
2.4K
$636K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
20+ 0.71% |
$5.09K - $5.59K
|
2.85K
$756K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
14+ 1.3% |
$3.56K - $3.92K
|
1.09K
$290K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11New |
$2.8K - $3.08K
|
11
$2.92K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
10+ 0.74% |
$2.54K - $2.8K
|
1.37K
$362K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
9+ 2.01% |
$2.29K - $2.52K
|
457
$121K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.27% |
$1.78K - $1.96K
|
2.62K
$694K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.64% |
$1.78K - $1.96K
|
1.1K
$292K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.42% |
$1.53K - $1.68K
|
1.42K
$377K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.1% |
$1.02K - $1.12K
|
3.84K
$1.02M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4+ 0.25% |
$1.02K - $1.12K
|
1.62K
$430K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3+ 0.07% |
$763 - $839
|
4.21K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.62% |
$509 - $559
|
323
$85.7K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$509 - $559
|
2.79K
$740K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 3.23% |
$254 - $280
|
32
$8.49K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 1.69% |
$254 - $280
|
60
$15.9K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$254 - $280
|
877
$233K
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-11- 0.36% |
$2.8K - $3.08K
|
3.08K
$818K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 0.47% |
$3.05K - $3.36K
|
2.56K
$680K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-14- 0.38% |
$3.56K - $3.92K
|
3.63K
$964K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 30.0% |
$3.82K - $4.2K
|
35
$9.29K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-21- 0.1% |
$5.34K - $5.87K
|
20.2K
$5.37M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-24- 6.59% |
$6.11K - $6.71K
|
340
$90.2K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-32- 2.36% |
$8.14K - $8.95K
|
1.32K
$351K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36- 3.69% |
$9.16K - $10.1K
|
939
$249K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-50- 5.59% |
$12.7K - $14K
|
845
$224K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-55- 2.38% |
$14K - $15.4K
|
2.25K
$598K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-59- 2.14% |
$15K - $16.5K
|
2.7K
$717K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 3.35% |
$15.3K - $16.8K
|
1.73K
$460K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-70- 0.68% |
$17.8K - $19.6K
|
10.2K
$2.7M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-70- 8.53% |
$17.8K - $19.6K
|
751
$199K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-85- 86.73% |
$21.6K - $23.8K
|
13
$3.45K
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-98- 7.6% |
$24.9K - $27.4K
|
1.19K
$316K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-115- 3.14% |
$29.3K - $32.2K
|
3.54K
$940K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-118- 6.62% |
$30K - $33K
|
1.67K
$442K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-151- 0.95% |
$38.4K - $42.2K
|
15.8K
$4.19M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-154- 1.24% |
$39.2K - $43.1K
|
12.2K
$3.24M
|