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 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
62+ 11.9% |
$25.4K - $28.5K
|
583
$368K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
61New |
$25K - $28K
|
61
$38.5K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
60+ 6.82% |
$24.6K - $27.6K
|
940
$593K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
59+ 1.35% |
$24.2K - $27.1K
|
4.44K
$2.8M
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
57+ 8.14% |
$23.3K - $26.2K
|
757
$477K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
57+ 0.82% |
$23.3K - $26.2K
|
7.01K
$4.42M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
56New |
$22.9K - $25.7K
|
56
$35.3K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
56+ 5.37% |
$22.9K - $25.7K
|
1.1K
$693K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
56+ 7.83% |
$22.9K - $25.7K
|
771
$486K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
54+ 0.64% |
$22.1K - $24.8K
|
8.5K
$5.36M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 3.98% |
$22.1K - $24.8K
|
1.41K
$890K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
51+ 1.94% |
$20.9K - $23.4K
|
2.67K
$1.69M
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
51+ 1.21% |
$20.9K - $23.4K
|
4.28K
$2.7M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51+ 0.39% |
$20.9K - $23.4K
|
13K
$8.21M
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
50+ 0.22% |
$20.5K - $23K
|
22.6K
$14.3M
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
50+ 9.62% |
$20.5K - $23K
|
570
$359K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
50+ 16.67% |
$20.5K - $23K
|
350
$221K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
50+ 0.21% |
$20.5K - $23K
|
24.2K
$15.3M
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
50+ 0.28% |
$20.5K - $23K
|
17.9K
$11.3M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
49+ 4.44% |
$20.1K - $22.5K
|
1.15K
$727K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
48+ 2.05% |
$19.7K - $22.1K
|
2.39K
$1.51M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
46+ 1.96% |
$18.8K - $21.1K
|
2.39K
$1.51M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
44+ 0.55% |
$18K - $20.2K
|
8.01K
$5.05M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
44+ 2.52% |
$18K - $20.2K
|
1.79K
$1.13M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
43+ 0.99% |
$17.6K - $19.8K
|
4.37K
$2.75M
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
43+ 0.3% |
$17.6K - $19.8K
|
14.4K
$9.05M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
42+ 0.13% |
$17.2K - $19.3K
|
33K
$20.8M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
42+ 4.2% |
$17.2K - $19.3K
|
1.04K
$657K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
42+ 2.35% |
$17.2K - $19.3K
|
1.83K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
41+ 315.38% |
$16.8K - $18.8K
|
54
$34K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
41+ 2.41% |
$16.8K - $18.8K
|
1.74K
$1.1M
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40New |
$16.4K - $18.4K
|
40
$25.2K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
40+ 5.0% |
$16.4K - $18.4K
|
840
$530K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 4.81% |
$16K - $17.9K
|
850
$536K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
39+ 3.58% |
$16K - $17.9K
|
1.13K
$711K
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
36+ 0.09% |
$14.7K - $16.5K
|
40.8K
$25.7M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
36+ 1.57% |
$14.7K - $16.5K
|
2.33K
$1.47M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 6.63% |
$14.3K - $16.1K
|
563
$355K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
35New |
$14.3K - $16.1K
|
35
$22.1K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
34+ 5.25% |
$13.9K - $15.6K
|
682
$430K
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
34+ 4.89% |
$13.9K - $15.6K
|
730
$460K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
34+ 1.91% |
$13.9K - $15.6K
|
1.81K
$1.14M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33+ 1.05% |
$13.5K - $15.2K
|
3.18K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30+ 1.56% |
$12.3K - $13.8K
|
1.95K
$1.23M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.16% |
$12.3K - $13.8K
|
19.3K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 333.33% |
$12.3K - $13.8K
|
39
$24.6K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
30+ 1.08% |
$12.3K - $13.8K
|
2.81K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29+ 0.4% |
$11.9K - $13.3K
|
7.26K
$4.58M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27+ 112.5% |
$11.1K - $12.4K
|
51
$32.2K
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 1.06% |
$10.6K - $11.9K
|
2.48K
$1.56M
|