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 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-103- 11.98% |
$37.9K - $45.7K
|
757
$488K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 10.24% |
$38.7K - $46.6K
|
920
$593K
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-106- 8.65% |
$39.1K - $47K
|
1.12K
$722K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-107- 12.72% |
$39.4K - $47.4K
|
734
$473K
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-107- 6.16% |
$39.4K - $47.4K
|
1.63K
$1.05M
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-114- 9.97% |
$42K - $50.5K
|
1.03K
$663K
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-115- 8.3% |
$42.4K - $51K
|
1.27K
$818K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-115- 9.11% |
$42.4K - $51K
|
1.15K
$740K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-118- 0.88% |
$43.5K - $52.3K
|
13.3K
$8.58M
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-118- 0.21% |
$43.5K - $52.3K
|
55.2K
$35.5M
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-120- 1.04% |
$44.2K - $53.2K
|
11.4K
$7.37M
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-120- 7.32% |
$44.2K - $53.2K
|
1.52K
$979K
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-121- 1.43% |
$44.6K - $53.7K
|
8.34K
$5.37M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-121- 2.12% |
$44.6K - $53.7K
|
5.6K
$3.61M
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-122- 2.29% |
$44.9K - $54.1K
|
5.21K
$3.36M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-123- 7.61% |
$45.3K - $54.5K
|
1.49K
$963K
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-125- 17.01% |
$46.1K - $55.4K
|
610
$393K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-126- 0.71% |
$46.4K - $55.9K
|
17.5K
$11.3M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-126- 21.72% |
$46.4K - $55.9K
|
454
$293K
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-127- 15.19% |
$46.8K - $56.3K
|
709
$457K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-127- 8.22% |
$46.8K - $56.3K
|
1.42K
$914K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-128- 14.53% |
$47.2K - $56.8K
|
753
$485K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-130- 4.18% |
$47.9K - $57.6K
|
2.98K
$1.92M
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-130- 7.02% |
$47.9K - $57.6K
|
1.72K
$1.11M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-133- 2.68% |
$49K - $59K
|
4.84K
$3.12M
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-136- 1.27% |
$50.1K - $60.3K
|
10.6K
$6.83M
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-137- 3.36% |
$50.5K - $60.7K
|
3.94K
$2.54M
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-137- 20.45% |
$50.5K - $60.7K
|
533
$343K
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-138- 1.38% |
$50.8K - $61.2K
|
9.83K
$6.34M
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-138- 0.96% |
$50.8K - $61.2K
|
14.3K
$9.22M
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-142- 19.53% |
$52.3K - $63K
|
585
$377K
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-142- 4.86% |
$52.3K - $63K
|
2.78K
$1.79M
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-142- 10.59% |
$52.3K - $63K
|
1.2K
$773K
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-142- 0.64% |
$52.3K - $63K
|
22K
$14.2M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-143- 0.51% |
$52.7K - $63.4K
|
28K
$18M
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-145- 14.74% |
$53.4K - $64.3K
|
839
$541K
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-148- 1.36% |
$54.5K - $65.6K
|
10.8K
$6.93M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-153- 5.43% |
$56.4K - $67.8K
|
2.66K
$1.72M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-156- 2.57% |
$57.5K - $69.2K
|
5.9K
$3.8M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-157- 0.69% |
$57.8K - $69.6K
|
22.6K
$14.6M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-158- 27.77% |
$58.2K - $70.1K
|
411
$265K
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-159- 2.19% |
$58.6K - $70.5K
|
7.1K
$4.57M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-162- 1.27% |
$59.7K - $71.8K
|
12.6K
$8.13M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-169- 11.95% |
$62.3K - $74.9K
|
1.25K
$802K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-170- 30.74% |
$62.6K - $75.4K
|
383
$247K
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-171- 1.54% |
$63K - $75.8K
|
10.9K
$7.02M
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-173- 3.58% |
$63.7K - $76.7K
|
4.65K
$3M
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-175- 10.05% |
$64.5K - $77.6K
|
1.57K
$1.01M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-177- 24.65% |
$65.2K - $78.5K
|
541
$349K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-186- 20.97% |
$68.5K - $82.5K
|
701
$452K
|