Latest Institutional Transactions on Vanguard Information Technolog (VGT)
This table provides information on the latest institutional transactions involving Vanguard Information Technolog (VGT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.41% |
$6.29K - $7.13K
|
2.71K
$1.53M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.12% |
$572 - $648
|
828
$467K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 2.37% |
$720K - $816K
|
51.8K
$29.3M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
756+ 30.81% |
$432K - $490K
|
3.21K
$1.81M
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-10- 2.01% |
$5.72K - $6.48K
|
487
$275K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-515- 8.41% |
$294K - $334K
|
5.61K
$3.17M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
99New |
$56.6K - $64.1K
|
99
$55.9K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
95+ 18.23% |
$54.3K - $61.6K
|
616
$348K
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
425New |
$243K - $275K
|
425
$240K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-276- 5.07% |
$158K - $179K
|
5.17K
$2.92M
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1+ 0.29% |
$572 - $648
|
349
$197K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.94K+ 39.72% |
$1.11M - $1.26M
|
6.81K
$3.85M
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-29- 7.82% |
$16.6K - $18.8K
|
342
$193K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-63- 2.69% |
$36K - $40.8K
|
2.28K
$1.29M
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-10- 0.6% |
$5.72K - $6.48K
|
1.66K
$934K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
310+ 1.46% |
$177K - $201K
|
21.6K
$12.2M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.57K+ 13.41% |
$1.47M - $1.66M
|
21.7K
$12.2M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.61K+ 18.61% |
$1.49M - $1.69M
|
16.6K
$9.39M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-48- 1.19% |
$27.4K - $31.1K
|
3.99K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-25- 0.61% |
$14.3K - $16.2K
|
4.07K
$2.3M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8- 0.81% |
$4.57K - $5.18K
|
983
$555K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
205+ 28.01% |
$117K - $133K
|
937
$529K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-32.9K- 78.0% |
$18.8M - $21.3M
|
9.28K
$5.24M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
408+ 289.36% |
$233K - $264K
|
549
$310K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
515New |
$294K - $334K
|
515
$291K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
796KNew |
$455M - $516M
|
796K
$449M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
119New |
$68K - $77.1K
|
119
$67.2K
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
200New |
$114K - $130K
|
200
$113K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16- 0.25% |
$9.15K - $10.4K
|
6.39K
$3.61M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-89- 1.59% |
$50.9K - $57.7K
|
5.53K
$3.12M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.18% |
$572 - $648
|
563
$318K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.96K- 45.99% |
$1.12M - $1.27M
|
2.3K
$1.3M
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
376+ 2.21% |
$215K - $244K
|
17.4K
$9.83M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.65K- 34.22% |
$945K - $1.07M
|
3.18K
$1.79M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
771New |
$441K - $500K
|
771
$435K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
51+ 12.94% |
$29.2K - $33K
|
445
$251K
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
367New |
$210K - $238K
|
367
$207K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-185- 0.9% |
$106K - $120K
|
20.5K
$11.6M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
350New |
$200K - $227K
|
350
$198K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
240+ 10.46% |
$137K - $156K
|
2.53K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
167+ 5.12% |
$95.5K - $108K
|
3.43K
$1.94M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-112- 22.9% |
$64K - $72.6K
|
377
$213K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16- 3.07% |
$9.15K - $10.4K
|
505
$285K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-166- 7.41% |
$94.9K - $108K
|
2.08K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
85+ 25.0% |
$48.6K - $55.1K
|
425
$240K
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-373- 2.13% |
$213K - $242K
|
17.1K
$9.68M
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-27- 7.42% |
$15.4K - $17.5K
|
337
$190K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 6.59% |
$34.9K - $39.5K
|
987
$557K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-93- 6.07% |
$53.2K - $60.3K
|
1.44K
$812K
|