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 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
172+ 7.47% |
$43.8K - $48.1K
|
2.47K
$586K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
165+ 1178.57% |
$42K - $46.2K
|
179
$42.4K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
165New |
$42K - $46.2K
|
165
$39.1K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164+ 3.02% |
$41.7K - $45.9K
|
5.6K
$1.33M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
155+ 1.01% |
$39.4K - $43.4K
|
15.5K
$3.67M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
132+ 1.83% |
$33.6K - $36.9K
|
7.34K
$1.74M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
130+ 11.88% |
$33.1K - $36.4K
|
1.22K
$290K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
128New |
$32.6K - $35.8K
|
128
$30.3K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
127+ 1.77% |
$32.3K - $35.5K
|
7.3K
$1.73M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
124+ 10.39% |
$31.5K - $34.7K
|
1.32K
$312K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
115New |
$29.3K - $32.2K
|
115
$27.2K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
113+ 6.64% |
$28.7K - $31.6K
|
1.82K
$430K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
104New |
$26.5K - $29.1K
|
104
$24.6K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
103+ 8.66% |
$26.2K - $28.8K
|
1.29K
$306K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 3.96% |
$25.4K - $28K
|
2.63K
$622K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
94+ 1.43% |
$23.9K - $26.3K
|
6.69K
$1.58M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
92New |
$23.4K - $25.7K
|
92
$21.8K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
89+ 55.28% |
$22.6K - $24.9K
|
250
$59.2K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85+ 19.77% |
$21.6K - $23.8K
|
515
$122K
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
84+ 1.24% |
$21.4K - $23.5K
|
6.87K
$1.63M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83+ 15.49% |
$21.1K - $23.2K
|
619
$147K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
82+ 0.94% |
$20.9K - $22.9K
|
8.77K
$2.08M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
82+ 4.35% |
$20.9K - $22.9K
|
1.97K
$466K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
78New |
$19.8K - $21.8K
|
78
$18.5K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
71+ 2.07% |
$18.1K - $19.9K
|
3.51K
$831K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
70New |
$17.8K - $19.6K
|
70
$16.6K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
69+ 0.7% |
$17.6K - $19.3K
|
9.89K
$2.34M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66+ 0.35% |
$16.8K - $18.5K
|
18.8K
$4.45M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
66New |
$16.8K - $18.5K
|
66
$15.6K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66+ 111.86% |
$16.8K - $18.5K
|
125
$29.6K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66+ 0.15% |
$16.8K - $18.5K
|
42.7K
$10.1M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54+ 0.41% |
$13.7K - $15.1K
|
13.1K
$3.11M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51+ 0.19% |
$13K - $14.3K
|
27.3K
$6.46M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50+ 6.39% |
$12.7K - $14K
|
832
$197K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
48+ 2.53% |
$12.2K - $13.4K
|
1.95K
$461K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45New |
$11.4K - $12.6K
|
45
$10.7K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
44New |
$11.2K - $12.3K
|
44
$10.4K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
43+ 2.94% |
$10.9K - $12K
|
1.5K
$356K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
42+ 0.66% |
$10.7K - $11.7K
|
6.36K
$1.51M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
40+ 1.25% |
$10.2K - $11.2K
|
3.23K
$765K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39+ 0.05% |
$9.92K - $10.9K
|
75.3K
$17.8M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
38+ 7.93% |
$9.67K - $10.6K
|
517
$122K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.56% |
$8.39K - $9.23K
|
5.92K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.56% |
$8.39K - $9.23K
|
5.92K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33+ 2.5% |
$8.39K - $9.23K
|
1.35K
$321K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30+ 33.33% |
$7.63K - $8.39K
|
120
$28.4K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
29New |
$7.38K - $8.11K
|
29
$6.87K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
28New |
$7.12K - $7.83K
|
28
$6.63K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
28+ 7.67% |
$7.12K - $7.83K
|
393
$93.1K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.89% |
$6.36K - $6.99K
|
2.84K
$672K
|