Purchases and Sales Made in Q3 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
833+ 6.15% |
$341K - $383K
|
14.4K
$9.07M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
826+ 4.23% |
$338K - $380K
|
20.4K
$12.8M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
795+ 19.42% |
$325K - $365K
|
4.89K
$3.08M
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
772+ 14.82% |
$316K - $355K
|
5.98K
$3.77M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
770+ 144.74% |
$315K - $354K
|
1.3K
$821K
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
744New |
$305K - $342K
|
744
$469K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
742New |
$304K - $341K
|
742
$468K
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
739New |
$303K - $340K
|
739
$466K
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
713New |
$292K - $328K
|
713
$450K
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
687+ 17.06% |
$281K - $316K
|
4.72K
$2.97M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
685+ 39.5% |
$280K - $315K
|
2.42K
$1.53M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
680New |
$278K - $313K
|
680
$429K
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
679+ 45.18% |
$278K - $312K
|
2.18K
$1.38M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
675New |
$276K - $310K
|
675
$426K
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
649New |
$266K - $298K
|
649
$409K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
647+ 46.95% |
$265K - $297K
|
2.03K
$1.28M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
643+ 13.55% |
$263K - $296K
|
5.39K
$3.4M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
615New |
$252K - $283K
|
615
$388K
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
612+ 54.5% |
$251K - $281K
|
1.74K
$1.09M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
611New |
$250K - $281K
|
611
$385K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
587+ 10.0% |
$240K - $270K
|
6.46K
$4.07M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
580+ 13.61% |
$237K - $267K
|
4.84K
$3.05M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
571New |
$234K - $262K
|
571
$360K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
570+ 4.08% |
$233K - $262K
|
14.5K
$9.17M
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
564New |
$231K - $259K
|
564
$356K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
563+ 45.22% |
$230K - $259K
|
1.81K
$1.14M
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
557+ 4.42% |
$228K - $256K
|
13.1K
$8.29M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
553+ 5.29% |
$226K - $254K
|
11K
$6.93M
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
551New |
$226K - $253K
|
551
$347K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
544+ 24.78% |
$223K - $250K
|
2.74K
$1.73M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
540+ 22.82% |
$221K - $248K
|
2.91K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
540New |
$221K - $248K
|
540
$340K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
540New |
$221K - $248K
|
540
$340K
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
538+ 1.56% |
$220K - $247K
|
35K
$22.1M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
538+ 3.64% |
$220K - $247K
|
15.3K
$9.66M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
537+ 53.43% |
$220K - $247K
|
1.54K
$972K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
531New |
$217K - $244K
|
531
$335K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
525+ 41.53% |
$215K - $241K
|
1.79K
$1.13M
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
525New |
$215K - $241K
|
525
$331K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
520New |
$213K - $239K
|
520
$328K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
515New |
$211K - $237K
|
515
$325K
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
507New |
$208K - $233K
|
507
$320K
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
504New |
$206K - $232K
|
504
$318K
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
502New |
$206K - $231K
|
502
$317K
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
500New |
$205K - $230K
|
500
$315K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
500New |
$205K - $230K
|
500
$315K
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
499+ 30.69% |
$204K - $229K
|
2.13K
$1.34M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
499New |
$204K - $229K
|
499
$315K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
497New |
$203K - $228K
|
497
$313K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
495New |
$203K - $227K
|
495
$312K
|