Purchases and Sales Made in Q1 2023 in Vanguard Communication Service (VOX)
This table provides information about the institutional ownership of Vanguard Communication Service (VOX) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD COMMUNICATION SERVICE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
418+ 18.41% |
$34.8K - $42.3K
|
2.69K
$425K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
409+ 8.91% |
$34K - $41.4K
|
5K
$791K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
389+ 3.76% |
$32.4K - $39.4K
|
10.7K
$1.7M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
388+ 2.54% |
$32.3K - $39.3K
|
15.7K
$2.48M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
377+ 4.2% |
$31.4K - $38.2K
|
9.36K
$1.48M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
335+ 11.02% |
$27.9K - $33.9K
|
3.38K
$534K
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
330+ 2.65% |
$27.4K - $33.4K
|
12.8K
$2.02M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
315+ 7.16% |
$26.2K - $31.9K
|
4.72K
$745K
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
314+ 10.09% |
$26.1K - $31.8K
|
3.43K
$542K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
306+ 13.33% |
$25.5K - $31K
|
2.6K
$411K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
303+ 41.51% |
$25.2K - $30.7K
|
1.03K
$163K
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
295+ 0.94% |
$24.5K - $29.9K
|
31.7K
$5.01M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
288+ 9.2% |
$24K - $29.1K
|
3.42K
$541K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
281+ 9.28% |
$23.4K - $28.4K
|
3.31K
$523K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
264New |
$22K - $26.7K
|
264
$41.7K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
255+ 1.22% |
$21.2K - $25.8K
|
21.2K
$3.36M
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
233+ 0.59% |
$19.4K - $23.6K
|
39.6K
$6.27M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
176+ 9.02% |
$14.6K - $17.8K
|
2.13K
$336K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
176New |
$14.6K - $17.8K
|
176
$27.8K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
168+ 8.57% |
$14K - $17K
|
2.13K
$336K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
161+ 1.62% |
$13.4K - $16.3K
|
10.1K
$1.6M
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
110+ 5.61% |
$9.15K - $11.1K
|
2.07K
$327K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
103New |
$8.57K - $10.4K
|
103
$16.3K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 136.99% |
$8.32K - $10.1K
|
173
$27.4K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
94New |
$7.82K - $9.51K
|
94
$14.9K
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
71New |
$5.91K - $7.19K
|
71
$11.2K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
69+ 160.47% |
$5.74K - $6.98K
|
112
$17.7K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
63+ 572.73% |
$5.24K - $6.38K
|
74
$11.7K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
61+ 1.51% |
$5.07K - $6.17K
|
4.09K
$647K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$4.16K - $5.06K
|
50
$7.91K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47New |
$3.91K - $4.76K
|
47
$7.43K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
43+ 2.44% |
$3.58K - $4.35K
|
1.81K
$286K
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
41+ 1.3% |
$3.41K - $4.15K
|
3.2K
$505K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
36+ 0.72% |
$2.99K - $3.64K
|
5.04K
$796K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32+ 0.08% |
$2.66K - $3.24K
|
41.3K
$6.52M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
27+ 46.55% |
$2.25K - $2.73K
|
85
$13.4K
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
27+ 64.29% |
$2.25K - $2.73K
|
69
$10.9K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
17+ 0.33% |
$1.41K - $1.72K
|
5.17K
$817K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
17+ 130.77% |
$1.41K - $1.72K
|
30
$4.74K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14New |
$1.16K - $1.42K
|
14
$2.21K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12New |
$998 - $1.21K
|
12
$1.9K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11New |
$915 - $1.11K
|
11
$1.74K
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
11+ 0.34% |
$915 - $1.11K
|
3.29K
$521K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
8+ 5.26% |
$665 - $810
|
160
$25.3K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
7+ 0.19% |
$582 - $708
|
3.63K
$575K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7+ 0.31% |
$582 - $708
|
2.27K
$359K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$499 - $607
|
6
$949
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$416 - $506
|
11.9K
$1.88M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$416 - $506
|
5
$791
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.12% |
$83.2 - $101
|
90
$14.2K
|