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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-47- 8.62% |
$14.1K - $16.4K
|
498
$331K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
389+ 5.02% |
$117K - $136K
|
8.14K
$5.41M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
675New |
$203K - $236K
|
675
$449K
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-51.2K- 95.44% |
$15.4M - $17.9M
|
2.45K
$1.63M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8New |
$2.41K - $2.79K
|
8
$5.32K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
82New |
$24.7K - $28.6K
|
82
$54.5K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
31New |
$9.33K - $10.8K
|
31
$20.6K
|
|
Q3 2022 | |||||||
Feb 13, 2025
Q3 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-678Closed |
$208K - $265K
|
0
$0
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-36Closed |
$11.1K - $14.1K
|
0
$0
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
205New |
$63K - $80.2K
|
205
$136K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.05K- 31.74% |
$631K - $803K
|
4.42K
$2.93M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-772- 21.55% |
$237K - $302K
|
2.81K
$1.87M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$61.5K - $78.2K
|
200
$133K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 87.65% |
$4.21M - $5.36M
|
1.93K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
18.7KNew |
$5.75M - $7.32M
|
18.7K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
32+ 8.7% |
$9.84K - $12.5K
|
400
$266K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7- 7.45% |
$2.15K - $2.74K
|
87
$57.8K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.28KClosed |
$1.01M - $1.28M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-21- 0.44% |
$6.45K - $8.21K
|
4.79K
$3.18M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.14K+ 576.13% |
$2.2M - $2.79M
|
8.38K
$5.57M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.81K+ 5.24% |
$863K - $1.1M
|
56.4K
$37.5M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
655New |
$201K - $256K
|
655
$435K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 15.55% |
$342K - $435K
|
8.26K
$5.49M
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-100- 10.05% |
$30.7K - $39.1K
|
895
$595K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
40+ 0.24% |
$12.3K - $15.6K
|
16.9K
$11.2M
|
|
Nov 10, 2022
Q3 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-690- 49.29% |
$212K - $270K
|
710
$472K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
136+ 0.34% |
$41.8K - $53.2K
|
39.6K
$26.4M
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
31New |
$9.53K - $12.1K
|
31
$20.6K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
192New |
$59K - $75.1K
|
192
$128K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 1.92% |
$615 - $782
|
106
$70.5K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
529New |
$163K - $207K
|
529
$352K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
36New |
$11.1K - $14.1K
|
36
$23.9K
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.71KNew |
$527K - $670K
|
1.71K
$1.14M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.13K- 5.27% |
$347K - $442K
|
20.3K
$13.5M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.03K+ 7.06% |
$625K - $795K
|
30.9K
$20.5M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
2.38KNew |
$731K - $929K
|
2.38K
$1.58M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
1.72KNew |
$530K - $674K
|
1.72K
$1.15M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
1.93K+ 24.13% |
$593K - $755K
|
9.93K
$6.6M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.09% |
$307 - $391
|
1.16K
$772K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
240New |
$73.8K - $93.8K
|
240
$160K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8- 3.1% |
$2.46K - $3.13K
|
250
$166K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.04KNew |
$320K - $407K
|
1.04K
$691K
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-272- 12.73% |
$83.6K - $106K
|
1.87K
$1.24M
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
15New |
$4.61K - $5.87K
|
15
$9.97K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
20+ 2.68% |
$6.15K - $7.82K
|
766
$509K
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1KNew |
$307K - $391K
|
1K
$665K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.4KNew |
$738K - $938K
|
2.4K
$1.6M
|
|
Oct 19, 2022
Q3 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
795New |
$244K - $311K
|
795
$528K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
67.9KNew |
$20.9M - $26.5M
|
67.9K
$45.1M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-80- 9.64% |
$24.6K - $31.3K
|
750
$499K
|