Purchases and Sales Made in Q2 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 0.21% |
$2.58K - $3.1K
|
3.29K
$2.12M
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-7- 1.06% |
$2.58K - $3.1K
|
652
$420K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 0.13% |
$2.58K - $3.1K
|
5.2K
$3.35M
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7- 0.56% |
$2.58K - $3.1K
|
1.23K
$795K
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-7- 0.24% |
$2.58K - $3.1K
|
2.95K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-8- 0.32% |
$2.95K - $3.55K
|
2.48K
$1.6M
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8- 1.01% |
$2.95K - $3.55K
|
781
$503K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9- 4.0% |
$3.32K - $3.99K
|
216
$139K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9- 1.23% |
$3.32K - $3.99K
|
723
$466K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-10- 0.85% |
$3.68K - $4.43K
|
1.16K
$750K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 0.66% |
$3.68K - $4.43K
|
1.5K
$967K
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-10- 0.99% |
$3.68K - $4.43K
|
1K
$644K
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 1.46% |
$3.68K - $4.43K
|
673
$434K
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-11- 2.11% |
$4.05K - $4.88K
|
511
$329K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-11- 1.07% |
$4.05K - $4.88K
|
1.02K
$655K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-12- 0.2% |
$4.42K - $5.32K
|
6K
$3.87M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-13- 0.66% |
$4.79K - $5.76K
|
1.95K
$1.26M
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-13- 0.38% |
$4.79K - $5.76K
|
3.45K
$2.22M
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-13- 0.28% |
$4.79K - $5.76K
|
4.68K
$3.02M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-13- 0.56% |
$4.79K - $5.76K
|
2.29K
$1.48M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-14- 1.36% |
$5.16K - $6.21K
|
1.02K
$657K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 7.95% |
$5.16K - $6.21K
|
162
$104K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 7.95% |
$5.16K - $6.21K
|
162
$104K
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-15- 0.19% |
$5.53K - $6.65K
|
7.69K
$4.96M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-15- 0.37% |
$5.53K - $6.65K
|
4.05K
$2.61M
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.56% |
$5.53K - $6.65K
|
2.68K
$1.72M
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15- 1.35% |
$5.53K - $6.65K
|
1.09K
$704K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16- 22.54% |
$5.89K - $7.09K
|
55
$35.4K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 10.19% |
$5.89K - $7.09K
|
141
$90.9K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16- 0.67% |
$5.89K - $7.09K
|
2.39K
$1.54M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.06% |
$5.89K - $7.09K
|
27.3K
$17.6M
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-17- 1.94% |
$6.26K - $7.54K
|
858
$553K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-17- 0.63% |
$6.26K - $7.54K
|
2.7K
$1.74M
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-17- 0.72% |
$6.26K - $7.54K
|
2.36K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-17- 4.59% |
$6.26K - $7.54K
|
353
$227K
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-18- 1.3% |
$6.63K - $7.98K
|
1.37K
$880K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-19- 28.36% |
$7K - $8.42K
|
48
$30.9K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19- 0.82% |
$7K - $8.42K
|
2.3K
$1.48M
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-20- 1.2% |
$7.37K - $8.87K
|
1.65K
$1.06M
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 0.32% |
$7.37K - $8.87K
|
6.14K
$3.95M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.58% |
$7.37K - $8.87K
|
3.4K
$2.19M
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-20- 0.96% |
$7.37K - $8.87K
|
2.07K
$1.33M
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 7.22% |
$7.37K - $8.87K
|
257
$166K
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-21- 1.3% |
$7.74K - $9.31K
|
1.59K
$1.02M
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-22- 4.89% |
$8.1K - $9.75K
|
428
$276K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 2.76% |
$8.1K - $9.75K
|
775
$499K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-22- 0.55% |
$8.1K - $9.75K
|
4K
$2.58M
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-22- 42.31% |
$8.1K - $9.75K
|
30
$19.3K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-23- 0.66% |
$8.47K - $10.2K
|
3.46K
$2.23M
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-23- 4.0% |
$8.47K - $10.2K
|
552
$356K
|