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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
78+ 1.0% |
$12.7K - $15K
|
7.89K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
77+ 2.21% |
$12.5K - $14.8K
|
3.56K
$705K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
76+ 0.7% |
$12.4K - $14.6K
|
10.9K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
75New |
$12.2K - $14.4K
|
75
$14.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
75+ 3.85% |
$12.2K - $14.4K
|
2.02K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
73+ 66.97% |
$11.9K - $14K
|
182
$36K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
68+ 0.43% |
$11.1K - $13.1K
|
15.8K
$3.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
62New |
$10.1K - $11.9K
|
62
$12.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
62+ 1.08% |
$10.1K - $11.9K
|
5.78K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
61+ 1.25% |
$9.91K - $11.7K
|
4.95K
$980K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 22.77% |
$7.48K - $8.83K
|
248
$49.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
46+ 0.26% |
$7.48K - $8.83K
|
17.8K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
45New |
$7.31K - $8.64K
|
45
$8.91K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
40New |
$6.5K - $7.68K
|
40
$7.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
32New |
$5.2K - $6.14K
|
32
$6.34K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
31+ 100.0% |
$5.04K - $5.95K
|
62
$12.3K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31+ 5.05% |
$5.04K - $5.95K
|
645
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
30+ 0.57% |
$4.88K - $5.76K
|
5.27K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29New |
$4.71K - $5.57K
|
29
$5.74K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
26+ 0.81% |
$4.23K - $4.99K
|
3.25K
$643K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18+ 1.01% |
$2.93K - $3.46K
|
1.81K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
17+ 0.95% |
$2.76K - $3.26K
|
1.8K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16New |
$2.6K - $3.07K
|
16
$3.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$2.28K - $2.69K
|
14
$2.77K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14+ 0.45% |
$2.28K - $2.69K
|
3.14K
$621K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
11+ 0.93% |
$1.79K - $2.11K
|
1.19K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
10New |
$1.63K - $1.92K
|
10
$1.98K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.42% |
$1.63K - $1.92K
|
2.38K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.21% |
$1.3K - $1.54K
|
3.75K
$742K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.14% |
$975 - $1.15K
|
4.16K
$823K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$813 - $960
|
5
$990
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.06% |
$650 - $768
|
381
$75.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4+ 8.89% |
$650 - $768
|
49
$9.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.21% |
$650 - $768
|
1.87K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.28% |
$650 - $768
|
1.45K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$488 - $576
|
2.06K
$408K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 60.0% |
$488 - $576
|
8
$1.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 1.79% |
$163 - $192
|
57
$11.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$163 - $192
|
1
$198
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.19% |
$163 - $192
|
540
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.38% |
$163 - $192
|
43
$8.51K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.56% |
$163 - $192
|
177
$35K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1- 0.01% |
$163 - $192
|
12.2K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 1.89% |
$325 - $384
|
104
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5- 0.08% |
$813 - $960
|
5.99K
$1.19M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 12.2% |
$1.63K - $1.92K
|
72
$14.3K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 13.33% |
$1.63K - $1.92K
|
65
$12.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-12- 0.95% |
$1.95K - $2.3K
|
1.25K
$248K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14- 1.3% |
$2.28K - $2.69K
|
1.06K
$210K
|