Purchases and Sales Made in Q4 2023 in Vanguard Materials ETF (VAW)
This table provides information about the institutional ownership of Vanguard Materials ETF (VAW) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.06KNew |
$171K - $203K
|
1.06K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.01K+ 13.45% |
$164K - $194K
|
8.51K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
998+ 6.93% |
$162K - $192K
|
15.4K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
990New |
$161K - $190K
|
990
$196K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
950New |
$154K - $182K
|
950
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
907+ 18.04% |
$147K - $174K
|
5.94K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
763+ 16.01% |
$124K - $146K
|
5.53K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
676+ 1.87% |
$110K - $130K
|
36.8K
$7.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
675+ 5.14% |
$110K - $130K
|
13.8K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
672+ 0.22% |
$109K - $129K
|
309K
$61.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
656+ 21.83% |
$107K - $126K
|
3.66K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
560New |
$91K - $107K
|
560
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
559New |
$90.8K - $107K
|
559
$111K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
494New |
$80.3K - $94.8K
|
494
$97.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
420+ 16.23% |
$68.3K - $80.6K
|
3.01K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
384+ 11.41% |
$62.4K - $73.7K
|
3.75K
$742K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
384+ 5.63% |
$62.4K - $73.7K
|
7.2K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
351New |
$57K - $67.4K
|
351
$69.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
350New |
$56.9K - $67.2K
|
350
$69.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
350New |
$56.9K - $67.2K
|
350
$69.3K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
303+ 17.4% |
$49.2K - $58.2K
|
2.04K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 4.97% |
$45.5K - $53.7K
|
5.92K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
269+ 3.93% |
$43.7K - $51.6K
|
7.12K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
245+ 10.74% |
$39.8K - $47K
|
2.53K
$500K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
203+ 7.47% |
$33K - $39K
|
2.92K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
186+ 7.95% |
$30.2K - $35.7K
|
2.53K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
182New |
$29.6K - $34.9K
|
182
$36K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
182New |
$29.6K - $34.9K
|
182
$36K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
168+ 84.0% |
$27.3K - $32.2K
|
368
$72.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
155New |
$25.2K - $29.8K
|
155
$30.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
145+ 4.43% |
$23.6K - $27.8K
|
3.42K
$677K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
144+ 7.78% |
$23.4K - $27.6K
|
2K
$395K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
143+ 3.5% |
$23.2K - $27.5K
|
4.23K
$837K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
139+ 14.23% |
$22.6K - $26.7K
|
1.12K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
134+ 27.57% |
$21.8K - $25.7K
|
620
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
131New |
$21.3K - $25.1K
|
131
$25.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
126+ 1.16% |
$20.5K - $24.2K
|
11K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
125+ 61.88% |
$20.3K - $24K
|
327
$64.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
120+ 0.13% |
$19.5K - $23K
|
92.2K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
115New |
$18.7K - $22.1K
|
115
$22.8K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
110+ 3.06% |
$17.9K - $21.1K
|
3.7K
$733K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
101+ 1.1% |
$16.4K - $19.4K
|
9.27K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 100.0% |
$16.3K - $19.2K
|
200
$39.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
97+ 5.92% |
$15.8K - $18.6K
|
1.74K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
90+ 31.91% |
$14.6K - $17.3K
|
372
$73.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
87+ 4.04% |
$14.1K - $16.7K
|
2.24K
$444K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
85+ 1.47% |
$13.8K - $16.3K
|
5.88K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
85+ 2.52% |
$13.8K - $16.3K
|
3.46K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
81New |
$13.2K - $15.5K
|
81
$16K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
78New |
$12.7K - $15K
|
78
$15.4K
|