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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-443- 2.46% |
$240K - $286K
|
17.5K
$11.7M
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
197+ 28.35% |
$107K - $127K
|
892
$593K
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$542 - $646
|
465
$309K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
429+ 31.04% |
$233K - $277K
|
1.81K
$1.2M
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$542 - $646
|
1.02K
$681K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-141- 50.0% |
$76.5K - $91.1K
|
141
$93.7K
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.39% |
$1.08K - $1.29K
|
513
$341K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
951+ 7.35% |
$516K - $615K
|
13.9K
$9.23M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.07% |
$3.25K - $3.88K
|
9.21K
$6.12M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-741- 1.97% |
$402K - $479K
|
36.9K
$24.5M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 1.99% |
$8.14K - $9.7K
|
767
$510K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-238- 30.13% |
$129K - $154K
|
552
$367K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
110+ 28.5% |
$59.7K - $71.1K
|
496
$330K
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.05K+ 20.84% |
$2.74M - $3.26M
|
29.3K
$19.5M
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-19- 1.34% |
$10.3K - $12.3K
|
1.4K
$929K
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-182- 3.52% |
$98.7K - $118K
|
4.99K
$3.32M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-397- 2.48% |
$215K - $257K
|
15.6K
$10.4M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8- 1.54% |
$4.34K - $5.17K
|
513
$341K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
678+ 10.22% |
$368K - $438K
|
7.31K
$4.86M
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-15- 37.5% |
$8.14K - $9.7K
|
25
$16.6K
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-25- 10.96% |
$13.6K - $16.2K
|
203
$135K
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-35- 36.84% |
$19K - $22.6K
|
60
$39.9K
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-15- 1.13% |
$8.14K - $9.7K
|
1.32K
$876K
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
573New |
$311K - $370K
|
573
$381K
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
159+ 8.87% |
$86.2K - $103K
|
1.95K
$1.3M
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
106+ 6.14% |
$57.5K - $68.5K
|
1.83K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.7K+ 15.41% |
$923K - $1.1M
|
12.7K
$8.47M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.38K- 6.62% |
$4.55M - $5.42M
|
118K
$78.6M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-224- 2.52% |
$121K - $145K
|
8.65K
$5.75M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 2.67% |
$8.68K - $10.3K
|
616
$409K
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
29+ 2.82% |
$15.7K - $18.7K
|
1.06K
$702K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.24K+ 20.28% |
$670K - $798K
|
7.33K
$4.87M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
566+ 7.46% |
$307K - $366K
|
8.15K
$5.42M
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.28K- 64.62% |
$696K - $830K
|
703
$467K
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
63+ 0.53% |
$34.2K - $40.7K
|
12K
$8.01M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
151+ 1.06% |
$81.9K - $97.6K
|
14.4K
$9.6M
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
311+ 26.0% |
$169K - $201K
|
1.51K
$1M
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
199+ 147.41% |
$108K - $129K
|
334
$222K
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-16- 2.06% |
$8.68K - $10.3K
|
760
$505K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-699- 30.97% |
$379K - $452K
|
1.56K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-298- 23.05% |
$162K - $193K
|
995
$661K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
127+ 11.87% |
$68.9K - $82.1K
|
1.2K
$796K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-20- 0.83% |
$10.8K - $12.9K
|
2.4K
$1.59M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.14KNew |
$618K - $737K
|
1.14K
$758K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-27- 0.72% |
$14.6K - $17.5K
|
3.73K
$2.48M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-101- 7.95% |
$54.8K - $65.3K
|
1.17K
$778K
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
198+ 24.38% |
$107K - $128K
|
1.01K
$671K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.18% |
$1.08K - $1.29K
|
1.1K
$733K
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2+ 0.26% |
$1.08K - $1.29K
|
778
$517K
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.43KNew |
$2.94M - $3.51M
|
5.43K
$3.61M
|