Purchases and Sales Made in Q1 2025 in Vanguard Materials ETF (VAW)
This table provides information about the institutional ownership of Vanguard Materials ETF (VAW) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
73+ 3.99% |
$13.6K - $14.8K
|
1.9K
$384K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
69+ 5.39% |
$12.8K - $14K
|
1.35K
$272K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
64+ 14.13% |
$11.9K - $13K
|
517
$104K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
50+ 2.95% |
$9.29K - $10.1K
|
1.75K
$352K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
49New |
$9.1K - $9.92K
|
49
$9.88K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46New |
$8.54K - $9.31K
|
46
$9.28K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41New |
$7.61K - $8.3K
|
41
$8.27K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
35+ 0.4% |
$6.5K - $7.09K
|
8.76K
$1.77M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34+ 2.69% |
$6.31K - $6.88K
|
1.3K
$262K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
34New |
$6.31K - $6.88K
|
34
$6.86K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
33+ 10.75% |
$6.13K - $6.68K
|
340
$68.6K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
33+ 1.91% |
$6.13K - $6.68K
|
1.76K
$355K
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
30+ 1.07% |
$5.57K - $6.07K
|
2.83K
$571K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
30New |
$5.57K - $6.07K
|
30
$6.05K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
28+ 0.57% |
$5.2K - $5.67K
|
4.94K
$997K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27New |
$5.01K - $5.47K
|
27
$5.44K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
26+ 0.44% |
$4.83K - $5.26K
|
5.89K
$1.19M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 32.84% |
$4.09K - $4.45K
|
89
$17.9K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 5.16% |
$3.9K - $4.25K
|
428
$86.3K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
20+ 1.51% |
$3.71K - $4.05K
|
1.35K
$272K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19+ 0.35% |
$3.53K - $3.85K
|
5.4K
$1.09M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.19% |
$2.79K - $3.04K
|
8.09K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
14+ 0.35% |
$2.6K - $2.83K
|
3.99K
$805K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
11+ 137.5% |
$2.04K - $2.23K
|
19
$3.83K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8+ 0.56% |
$1.49K - $1.62K
|
1.45K
$291K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.36% |
$1.3K - $1.42K
|
1.97K
$396K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
6New |
$1.11K - $1.21K
|
6
$1.21K
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5+ 0.37% |
$929 - $1.01K
|
1.34K
$270K
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$743 - $810
|
4
$807
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.12% |
$743 - $810
|
3.26K
$657K
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.05% |
$371 - $405
|
4.17K
$841K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 0.53% |
$371 - $405
|
381
$76.8K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.07% |
$371 - $405
|
2.74K
$552K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 2.08% |
$371 - $405
|
98
$19.8K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2New |
$371 - $405
|
2
$403
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.37% |
$371 - $405
|
536
$108K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.56% |
$371 - $405
|
357
$72K
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.1% |
$371 - $405
|
2.04K
$411K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3- 0.15% |
$557 - $607
|
2.03K
$410K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-7- 0.45% |
$1.3K - $1.42K
|
1.53K
$309K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-8- 1.27% |
$1.49K - $1.62K
|
623
$126K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.21% |
$1.49K - $1.62K
|
3.78K
$762K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10- 4.81% |
$1.86K - $2.02K
|
198
$39.9K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12- 0.32% |
$2.23K - $2.43K
|
3.71K
$748K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 42.86% |
$2.23K - $2.43K
|
16
$3.23K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12- 0.8% |
$2.23K - $2.43K
|
1.48K
$298K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14- 0.98% |
$2.6K - $2.83K
|
1.41K
$285K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15- 0.2% |
$2.79K - $3.04K
|
7.59K
$1.53M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-17- 1.03% |
$3.16K - $3.44K
|
1.63K
$328K
|