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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
193+ 3.92% |
$77.1K - $94K
|
5.11K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
192+ 4.44% |
$76.7K - $93.5K
|
4.52K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
192+ 1.63% |
$76.7K - $93.5K
|
12K
$7.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
188+ 37.3% |
$75.1K - $91.5K
|
692
$447K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
187+ 6.04% |
$74.7K - $91K
|
3.28K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
186+ 0.66% |
$74.3K - $90.5K
|
28.3K
$18.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
184+ 2.3% |
$73.5K - $89.6K
|
8.19K
$5.29M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
182+ 8.59% |
$72.7K - $88.6K
|
2.3K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
182New |
$72.7K - $88.6K
|
182
$117K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
176+ 12.05% |
$70.3K - $85.7K
|
1.64K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
175+ 3.71% |
$69.9K - $85.2K
|
4.89K
$3.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
175+ 9.68% |
$69.9K - $85.2K
|
1.98K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
174+ 14.4% |
$69.5K - $84.7K
|
1.38K
$892K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
171+ 19.45% |
$68.3K - $83.2K
|
1.05K
$678K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
169+ 31.3% |
$67.5K - $82.3K
|
709
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
167+ 7.21% |
$66.7K - $81.3K
|
2.48K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
163+ 0.92% |
$65.1K - $79.3K
|
17.9K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
163+ 2.98% |
$65.1K - $79.3K
|
5.63K
$3.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
162+ 0.46% |
$64.7K - $78.9K
|
35.5K
$22.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162New |
$64.7K - $78.9K
|
162
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
162+ 2.19% |
$64.7K - $78.9K
|
7.58K
$4.89M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
160+ 6.97% |
$63.9K - $77.9K
|
2.46K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
160+ 7.39% |
$63.9K - $77.9K
|
2.33K
$1.5M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
160+ 7.39% |
$63.9K - $77.9K
|
2.33K
$1.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
155+ 18.45% |
$61.9K - $75.5K
|
995
$642K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
155New |
$61.9K - $75.5K
|
155
$100K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
155+ 2.2% |
$61.9K - $75.5K
|
7.19K
$4.64M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
154New |
$61.5K - $75K
|
154
$99.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
153+ 19.34% |
$61.1K - $74.5K
|
944
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
150+ 625.0% |
$59.9K - $73K
|
174
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
149+ 9.07% |
$59.5K - $72.5K
|
1.79K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
145+ 28.77% |
$57.9K - $70.6K
|
649
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
143+ 4.62% |
$57.1K - $69.6K
|
3.24K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
143+ 2.65% |
$57.1K - $69.6K
|
5.55K
$3.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
140New |
$55.9K - $68.2K
|
140
$90.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
139+ 87.97% |
$55.5K - $67.7K
|
297
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
137New |
$54.7K - $66.7K
|
137
$88.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
136+ 3.49% |
$54.3K - $66.2K
|
4.03K
$2.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
134+ 4.22% |
$53.5K - $65.2K
|
3.31K
$2.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
131+ 23.73% |
$52.3K - $63.8K
|
683
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
130+ 5.54% |
$51.9K - $63.3K
|
2.48K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130New |
$51.9K - $63.3K
|
130
$83.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
128+ 24.95% |
$51.1K - $62.3K
|
641
$414K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
127+ 14.8% |
$50.7K - $61.8K
|
985
$636K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
125+ 7.18% |
$49.9K - $60.8K
|
1.87K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
125New |
$49.9K - $60.8K
|
125
$80.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
125+ 9.56% |
$49.9K - $60.8K
|
1.43K
$924K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
124+ 5.18% |
$49.5K - $60.4K
|
2.52K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
122+ 0.26% |
$48.7K - $59.4K
|
47.2K
$30.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
120+ 19.39% |
$47.9K - $58.4K
|
739
$477K
|