Purchases and Sales Made in Q4 2022 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
627New |
$189K - $219K
|
627
$401K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
625New |
$188K - $218K
|
625
$400K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
610New |
$184K - $213K
|
610
$391K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600New |
$181K - $210K
|
600
$384K
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
600+ 29.07% |
$181K - $210K
|
2.66K
$1.71M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
599+ 2.59% |
$180K - $209K
|
23.8K
$15.2M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
596+ 13.48% |
$179K - $208K
|
5.02K
$3.21M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
594New |
$179K - $207K
|
594
$380K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
582+ 6.26% |
$175K - $203K
|
9.88K
$6.33M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
580+ 2.69% |
$174K - $203K
|
22.1K
$14.2M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
576+ 17.2% |
$173K - $201K
|
3.92K
$2.51M
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
570+ 4.85% |
$171K - $199K
|
12.3K
$7.9M
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
562+ 4.75% |
$169K - $196K
|
12.4K
$7.93M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
559+ 45.34% |
$168K - $195K
|
1.79K
$1.15M
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
555+ 5.84% |
$167K - $194K
|
10.1K
$6.44M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
535+ 76.32% |
$161K - $187K
|
1.24K
$791K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
527New |
$159K - $184K
|
527
$337K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
527New |
$159K - $184K
|
527
$337K
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
523+ 14.45% |
$157K - $183K
|
4.14K
$2.65M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
518+ 31.41% |
$156K - $181K
|
2.17K
$1.39M
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
509+ 2.46% |
$153K - $178K
|
21.2K
$13.6M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
494+ 11.49% |
$149K - $172K
|
4.79K
$3.07M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
483New |
$145K - $169K
|
483
$309K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
482New |
$145K - $168K
|
482
$309K
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
480+ 5.13% |
$144K - $168K
|
9.84K
$6.3M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
474+ 9.24% |
$143K - $166K
|
5.61K
$3.59M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
465+ 1.86% |
$140K - $162K
|
25.4K
$16.3M
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
459+ 1.43% |
$138K - $160K
|
32.5K
$20.8M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
459+ 45.04% |
$138K - $160K
|
1.48K
$946K
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
459+ 6.01% |
$138K - $160K
|
8.1K
$5.19M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
442+ 13.73% |
$133K - $154K
|
3.66K
$2.34M
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
435+ 62.86% |
$131K - $152K
|
1.13K
$722K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
433+ 37.65% |
$130K - $151K
|
1.58K
$1.01M
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
428+ 30.42% |
$129K - $149K
|
1.84K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
406+ 59.79% |
$122K - $142K
|
1.09K
$695K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
405+ 51.59% |
$122K - $141K
|
1.19K
$762K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
400+ 53.98% |
$120K - $140K
|
1.14K
$730K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
390+ 16.83% |
$117K - $136K
|
2.71K
$1.73M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
389+ 5.02% |
$117K - $136K
|
8.14K
$5.21M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
388New |
$117K - $135K
|
388
$248K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
378New |
$114K - $132K
|
378
$242K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
378+ 1.66% |
$114K - $132K
|
23.1K
$14.8M
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
372+ 8.25% |
$112K - $130K
|
4.88K
$3.12M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
367New |
$110K - $128K
|
367
$235K
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
362+ 8.24% |
$109K - $126K
|
4.76K
$3.04M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
362New |
$109K - $126K
|
362
$232K
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
362+ 5.29% |
$109K - $126K
|
7.2K
$4.61M
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
357+ 12.48% |
$107K - $125K
|
3.22K
$2.06M
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
350New |
$105K - $122K
|
350
$224K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
347+ 1.07% |
$104K - $121K
|
32.9K
$21.1M
|