Purchases and Sales Made in Q4 2023 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.4K- 61.82% |
$3.36M - $4.09M
|
5.19K
$3.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.94K- 18.08% |
$3.57M - $4.35M
|
40.5K
$26.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 52.29% |
$4.26M - $5.19M
|
9.74K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-11K- 16.15% |
$4.38M - $5.34M
|
56.9K
$37.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14K- 62.1% |
$5.59M - $6.82M
|
8.55K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 8.51% |
$5.66M - $6.89M
|
152K
$101M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-14.4K- 40.16% |
$5.76M - $7.01M
|
21.5K
$14.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.8K- 4.69% |
$7.9M - $9.63M
|
402K
$267M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.6K- 42.23% |
$9.03M - $11M
|
30.9K
$20.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25.9K- 86.14% |
$10.4M - $12.6M
|
4.17K
$2.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-34.4K- 95.09% |
$13.7M - $16.7M
|
1.78K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-45K- 66.12% |
$18M - $21.9M
|
23K
$15.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.7K- 2.3% |
$18.3M - $22.3M
|
1.94M
$1.29B
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 49.7% |
$18.3M - $22.3M
|
46.3K
$30.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-79.4K- 9.85% |
$31.7M - $38.6M
|
726K
$483M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-107K- 91.64% |
$42.8M - $52.1M
|
9.77K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-116K- 24.72% |
$46.3M - $56.4M
|
353K
$235M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 35.73% |
$48.7M - $59.3M
|
219K
$146M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-346K- 6.3% |
$138M - $169M
|
5.15M
$3.42B
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-351K- 76.19% |
$140M - $171M
|
110K
$73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.19M- 6.93% |
$477M - $581M
|
16M
$10.7B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43M- 99.79% |
$571M - $695M
|
2.96K
$1.97M
|