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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
63New |
$23.2K - $27.9K
|
63
$35.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
4.65KNew |
$1.71M - $2.06M
|
4.65K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16- 22.54% |
$5.89K - $7.09K
|
55
$31.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-487- 1.68% |
$179K - $216K
|
28.5K
$16.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-65- 9.42% |
$23.9K - $28.8K
|
625
$353K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-333- 46.9% |
$123K - $148K
|
377
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
85New |
$31.3K - $37.7K
|
85
$48K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9- 4.0% |
$3.32K - $3.99K
|
216
$122K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.52K- 62.99% |
$927K - $1.12M
|
1.48K
$835K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
702New |
$259K - $311K
|
702
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
26.9KNew |
$9.89M - $11.9M
|
26.9K
$15.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
478New |
$176K - $212K
|
478
$270K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-55- 12.88% |
$20.3K - $24.4K
|
372
$210K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-38- 1.04% |
$14K - $16.8K
|
3.61K
$2.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.67K- 3.38% |
$615K - $740K
|
47.6K
$26.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
927New |
$342K - $411K
|
927
$523K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
513New |
$189K - $227K
|
513
$290K
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
497New |
$183K - $220K
|
497
$281K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
178+ 247.22% |
$65.6K - $78.9K
|
250
$141K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5- 11.36% |
$1.84K - $2.22K
|
39
$22K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
50+ 2.14% |
$18.4K - $22.2K
|
2.39K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 0.48% |
$1.84K - $2.22K
|
1.04K
$587K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
35.6KNew |
$13.1M - $15.8M
|
35.6K
$20.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-816- 2.99% |
$301K - $362K
|
26.5K
$14.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
515New |
$190K - $228K
|
515
$291K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-100- 3.71% |
$36.8K - $44.3K
|
2.59K
$1.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-252- 30.14% |
$92.8K - $112K
|
584
$330K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
43New |
$15.8K - $19.1K
|
43
$24.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
491New |
$181K - $218K
|
491
$277K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
500New |
$184K - $222K
|
500
$282K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-142- 19.53% |
$52.3K - $63K
|
585
$330K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
9.26K+ 413.95% |
$3.41M - $4.11M
|
11.5K
$6.49M
|
|
| Q1 2023 | |||||||
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.56KClosed |
$484K - $599K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
29New |
$9.02K - $11.2K
|
29
$16.4K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9+ 16.07% |
$2.8K - $3.47K
|
65
$36.7K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.72K+ 312.53% |
$846K - $1.05M
|
3.59K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
205KNew |
$63.7M - $78.9M
|
205K
$116M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.66K- 50.0% |
$1.14M - $1.41M
|
3.66K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.59KNew |
$1.12M - $1.38M
|
3.59K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-918K- 99.74% |
$286M - $354M
|
2.39K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
8New |
$2.49K - $3.08K
|
8
$4.52K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$428K - $530K
|
1.38K
$776K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
35New |
$10.9K - $13.5K
|
35
$19.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-157- 99.37% |
$48.8K - $60.5K
|
1
$565
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
195New |
$60.7K - $75.2K
|
195
$110K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.72K+ 312.53% |
$846K - $1.05M
|
3.59K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
603New |
$188K - $232K
|
603
$340K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
163+ 465.71% |
$50.7K - $62.8K
|
198
$112K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
519New |
$161K - $200K
|
519
$293K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.86KNew |
$1.82M - $2.26M
|
5.86K
$3.31M
|
|