Purchases and Sales Made in Q1 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INFORMATION TECHNOLOG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-141- 0.79% |
$43.9K - $54.4K
|
17.7K
$11.4M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-142- 3.88% |
$44.2K - $54.7K
|
3.52K
$2.27M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-146- 3.71% |
$45.4K - $56.3K
|
3.79K
$2.44M
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-147- 12.66% |
$45.7K - $56.7K
|
1.01K
$653K
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-147- 3.09% |
$45.7K - $56.7K
|
4.61K
$2.97M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-148- 3.09% |
$46K - $57K
|
4.64K
$2.99M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-148- 17.62% |
$46K - $57K
|
692
$446K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 5.73% |
$46.7K - $57.8K
|
2.47K
$1.59M
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-151- 18.11% |
$47K - $58.2K
|
683
$440K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-152- 3.25% |
$47.3K - $58.6K
|
4.52K
$2.91M
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-155- 22.83% |
$48.2K - $59.7K
|
524
$338K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-157- 99.37% |
$48.8K - $60.5K
|
1
$644
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-157- 0.6% |
$48.8K - $60.5K
|
25.9K
$16.7M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-158- 2.91% |
$49.2K - $60.9K
|
5.26K
$3.39M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-160- 8.8% |
$49.8K - $61.7K
|
1.66K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-161- 6.5% |
$50.1K - $62.1K
|
2.32K
$1.49M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-162- 47.93% |
$50.4K - $62.4K
|
176
$113K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-163- 7.09% |
$50.7K - $62.8K
|
2.14K
$1.38M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-164- 17.23% |
$51K - $63.2K
|
788
$508K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-165- 2.9% |
$51.3K - $63.6K
|
5.53K
$3.56M
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-170- 3.09% |
$52.9K - $65.5K
|
5.33K
$3.44M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-172- 5.24% |
$53.5K - $66.3K
|
3.11K
$2.01M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-176- 1.22% |
$54.8K - $67.8K
|
14.3K
$9.2M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-177- 1.14% |
$55.1K - $68.2K
|
15.3K
$9.88M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-188- 2.34% |
$58.5K - $72.5K
|
7.84K
$5.05M
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-189- 30.68% |
$58.8K - $72.9K
|
427
$275K
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-190- 14.38% |
$59.1K - $73.2K
|
1.13K
$729K
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-192- 21.65% |
$59.7K - $74K
|
695
$448K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-198- 11.11% |
$61.6K - $76.3K
|
1.58K
$1.02M
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-200- 24.13% |
$62.2K - $77.1K
|
629
$405K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-203- 9.04% |
$63.2K - $78.3K
|
2.04K
$1.32M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-206- 19.06% |
$64.1K - $79.4K
|
875
$564K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-213- 34.08% |
$66.3K - $82.1K
|
412
$266K
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-214- 3.55% |
$66.6K - $82.5K
|
5.82K
$3.75M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-220- 27.88% |
$68.5K - $84.8K
|
569
$367K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-222- 2.21% |
$69.1K - $85.6K
|
9.83K
$6.33M
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-226- 4.83% |
$70.3K - $87.1K
|
4.45K
$2.87M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-228- 9.38% |
$70.9K - $87.9K
|
2.2K
$1.42M
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-230- 1.39% |
$71.6K - $88.7K
|
16.3K
$10.5M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-235- 20.76% |
$73.1K - $90.6K
|
897
$578K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-238- 8.74% |
$74.1K - $91.7K
|
2.49K
$1.6M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-238- 3.11% |
$74.1K - $91.7K
|
7.41K
$4.77M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-240- 1.55% |
$74.7K - $92.5K
|
15.3K
$9.83M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-240- 2.14% |
$74.7K - $92.5K
|
11K
$7.09M
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-242- 25.47% |
$75.3K - $93.3K
|
708
$456K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-244- 7.98% |
$75.9K - $94.1K
|
2.81K
$1.81M
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-247- 16.16% |
$76.9K - $95.2K
|
1.28K
$826K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-248- 9.9% |
$77.2K - $95.6K
|
2.26K
$1.45M
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-250- 10.96% |
$77.8K - $96.4K
|
2.03K
$1.31M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-255- 14.24% |
$79.3K - $98.3K
|
1.54K
$990K
|