Purchases and Sales Made in Q1 2024 in Vanguard Materials ETF (VAW)
This table provides information about the institutional ownership of Vanguard Materials ETF (VAW) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD MATERIALS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.13KNew |
$203K - $231K
|
1.13K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1KNew |
$198K - $225K
|
1.1K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 103.57% |
$198K - $225K
|
2.16K
$459K
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.04K+ 1.49% |
$186K - $212K
|
70.7K
$15M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1KNew |
$180K - $204K
|
1K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
998+ 9.53% |
$179K - $204K
|
11.5K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
989New |
$178K - $202K
|
989
$210K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
987New |
$177K - $202K
|
987
$209K
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
986New |
$177K - $202K
|
986
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
753New |
$135K - $154K
|
753
$160K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
751+ 2.42% |
$135K - $154K
|
31.8K
$6.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
735+ 12.38% |
$132K - $150K
|
6.67K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
678+ 6163.64% |
$122K - $139K
|
689
$146K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
661+ 1.7% |
$119K - $135K
|
39.6K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
567+ 22.44% |
$102K - $116K
|
3.09K
$657K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
485+ 9.59% |
$87.1K - $99.1K
|
5.54K
$1.18M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
483+ 255.56% |
$86.8K - $98.7K
|
672
$143K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
472+ 1.95% |
$84.8K - $96.5K
|
24.7K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
453New |
$81.4K - $92.6K
|
453
$96.1K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
453+ 5.24% |
$81.4K - $92.6K
|
9.09K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
449+ 123.69% |
$80.7K - $91.8K
|
812
$172K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
439+ 7.09% |
$78.9K - $89.7K
|
6.63K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
429+ 2.9% |
$77.1K - $87.7K
|
15.2K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
407+ 2.29% |
$73.1K - $83.2K
|
18.2K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
393+ 2.73% |
$70.6K - $80.3K
|
14.8K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
385+ 22.86% |
$69.2K - $78.7K
|
2.07K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
329+ 4.97% |
$59.1K - $67.3K
|
6.95K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
298+ 0.81% |
$53.5K - $60.9K
|
37.1K
$7.87M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
288+ 29.09% |
$51.7K - $58.9K
|
1.28K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
265+ 1.2% |
$47.6K - $54.2K
|
22.3K
$4.73M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
251+ 17.37% |
$45.1K - $51.3K
|
1.7K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
250New |
$44.9K - $51.1K
|
250
$53K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
247+ 4116.67% |
$44.4K - $50.5K
|
253
$53.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
247+ 2.66% |
$44.4K - $50.5K
|
9.52K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
235+ 1.53% |
$42.2K - $48K
|
15.6K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
211+ 2.32% |
$37.9K - $43.1K
|
9.3K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
206+ 2.89% |
$37K - $42.1K
|
7.33K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
203+ 14.43% |
$36.5K - $41.5K
|
1.61K
$342K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
199+ 0.49% |
$35.7K - $40.7K
|
40.7K
$8.63M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
178+ 86.83% |
$32K - $36.4K
|
383
$81.3K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
171+ 48.72% |
$30.7K - $35K
|
522
$111K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
169+ 2.42% |
$30.4K - $34.5K
|
7.14K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
154+ 13.92% |
$27.7K - $31.5K
|
1.26K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
150+ 3.72% |
$26.9K - $30.7K
|
4.19K
$888K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
150+ 3.78% |
$26.9K - $30.7K
|
4.12K
$875K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
135+ 1.23% |
$24.3K - $27.6K
|
11.1K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
128+ 1.13% |
$23K - $26.2K
|
11.5K
$2.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
96+ 2.11% |
$17.2K - $19.6K
|
4.64K
$985K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
82New |
$14.7K - $16.8K
|
82
$17.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
81+ 3.74% |
$14.6K - $16.6K
|
2.25K
$477K
|