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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
461New |
$250K - $298K
|
461
$306K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28.5K+ 656.56% |
$15.5M - $18.4M
|
32.9K
$21.8M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-137- 7.18% |
$74.3K - $88.5K
|
1.77K
$1.18M
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.95K+ 796.57% |
$2.14M - $2.55M
|
4.45K
$2.96M
|
|
May 07, 2025
Q1 2025
|
Taiyo Life Insurance CO
|
SELL
|
- |
-39.5K- 15.71% |
$21.4M - $25.5M
|
212K
$141M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-79- 10.59% |
$42.8K - $51.1K
|
667
$443K
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-622- 2.28% |
$337K - $402K
|
26.7K
$17.8M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-8- 2.02% |
$4.34K - $5.17K
|
388
$258K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
130+ 3.88% |
$70.5K - $84K
|
3.48K
$2.31M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
668+ 2.62% |
$362K - $432K
|
26.1K
$17.4M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
67+ 8.09% |
$36.3K - $43.3K
|
895
$595K
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
19+ 1.59% |
$10.3K - $12.3K
|
1.21K
$805K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-35- 7.19% |
$19K - $22.6K
|
452
$300K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-17- 0.83% |
$9.22K - $11K
|
2.04K
$1.36M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.36K+ 5.43% |
$1.82M - $2.17M
|
65.2K
$43.3M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 13.93% |
$783K - $933K
|
11.8K
$7.84M
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
345+ 9.74% |
$187K - $223K
|
3.89K
$2.58M
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-38- 5.86% |
$20.6K - $24.6K
|
610
$406K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-39- 6.68% |
$21.2K - $25.2K
|
545
$362K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.3K- 2.51% |
$18.1M - $21.5M
|
1.29M
$859M
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-2.34K- 15.06% |
$1.27M - $1.51M
|
13.2K
$8.77M
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
SELL
|
- |
-500- 45.45% |
$271K - $323K
|
600
$399K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
834+ 75.75% |
$452K - $539K
|
1.94K
$1.29M
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-138- 19.88% |
$74.8K - $89.2K
|
556
$370K
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
73+ 1.09% |
$39.6K - $47.2K
|
6.8K
$4.52M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-458- 25.63% |
$248K - $296K
|
1.33K
$883K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-92- 15.57% |
$49.9K - $59.5K
|
499
$332K
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.2KNew |
$651K - $776K
|
1.2K
$798K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-200K- 99.82% |
$108M - $129M
|
369
$245K
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.03K+ 30.22% |
$560K - $667K
|
4.45K
$2.96M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
129New |
$70K - $83.4K
|
129
$85.8K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-135- 10.78% |
$73.2K - $87.3K
|
1.12K
$743K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.4K- 61.08% |
$7.27M - $8.66M
|
8.54K
$5.67M
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
446+ 2.56% |
$242K - $288K
|
17.9K
$11.9M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
200+ 21.88% |
$108K - $129K
|
1.11K
$741K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-150- 13.27% |
$81.4K - $97K
|
980
$651K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
75+ 300.0% |
$40.7K - $48.5K
|
100
$66.5K
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1+ 0.09% |
$542 - $646
|
1.14K
$755K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-22- 3.51% |
$11.9K - $14.2K
|
604
$402K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
735+ 10.47% |
$399K - $475K
|
7.76K
$5.16M
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-2- 0.39% |
$1.08K - $1.29K
|
516
$343K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-100- 1.93% |
$54.2K - $64.6K
|
5.08K
$3.38M
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1+ 0.21% |
$542 - $646
|
471
$313K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.9K- 23.96% |
$1.57M - $1.88M
|
9.21K
$6.12M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
173+ 5.39% |
$93.8K - $112K
|
3.38K
$2.25M
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-33- 1.08% |
$17.9K - $21.3K
|
3.03K
$2.01M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.57K- 16.87% |
$849K - $1.01M
|
7.71K
$5.13M
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-57- 6.13% |
$30.9K - $36.8K
|
873
$580K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-620- 2.66% |
$336K - $401K
|
22.7K
$15.1M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
445New |
$241K - $288K
|
445
$296K
|