Purchases and Sales Made in Q4 2024 in Vanguard Information Technolog (VGT)
This table provides information about the institutional ownership of Vanguard Information Technolog (VGT) during Q4 2024. 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 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 1.45% |
$8K - $9.07K
|
979
$651K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
14+ 1.98% |
$8K - $9.07K
|
721
$479K
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 1.43% |
$8K - $9.07K
|
996
$662K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
14+ 0.7% |
$8K - $9.07K
|
2.02K
$1.34M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
14New |
$8K - $9.07K
|
14
$9.31K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14New |
$8K - $9.07K
|
14
$9.31K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
13+ 1.1% |
$7.43K - $8.42K
|
1.2K
$795K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.09% |
$7.43K - $8.42K
|
14.9K
$9.91M
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 13.0% |
$7.43K - $8.42K
|
113
$75.1K
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
12+ 0.1% |
$6.86K - $7.78K
|
12.1K
$8.07M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12+ 0.57% |
$6.86K - $7.78K
|
2.11K
$1.4M
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
12+ 3.51% |
$6.86K - $7.78K
|
354
$235K
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
12+ 0.27% |
$6.86K - $7.78K
|
4.43K
$2.94M
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
12+ 16.9% |
$6.86K - $7.78K
|
83
$55.2K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12New |
$6.86K - $7.78K
|
12
$7.98K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$6.29K - $7.13K
|
13.9K
$9.26M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.41% |
$6.29K - $7.13K
|
2.71K
$1.8M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 19.3% |
$6.29K - $7.13K
|
68
$45.2K
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11+ 1.86% |
$6.29K - $7.13K
|
603
$401K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 0.13% |
$6.29K - $7.13K
|
8.6K
$5.72M
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11+ 2.54% |
$6.29K - $7.13K
|
444
$295K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10+ 1.28% |
$5.72K - $6.48K
|
793
$527K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 1.23% |
$5.72K - $6.48K
|
823
$547K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
10+ 2.24% |
$5.72K - $6.48K
|
457
$304K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10New |
$5.72K - $6.48K
|
10
$6.65K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
10+ 1.43% |
$5.72K - $6.48K
|
710
$472K
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
10+ 2.54% |
$5.72K - $6.48K
|
404
$269K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 5.03% |
$5.15K - $5.83K
|
188
$125K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9+ 3.52% |
$5.15K - $5.83K
|
265
$176K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.4% |
$4.57K - $5.18K
|
2K
$1.33M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8+ 0.75% |
$4.57K - $5.18K
|
1.07K
$711K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
8+ 0.58% |
$4.57K - $5.18K
|
1.39K
$926K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8+ 0.29% |
$4.57K - $5.18K
|
2.77K
$1.84M
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.88% |
$4K - $4.54K
|
805
$535K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 2.13% |
$4K - $4.54K
|
336
$223K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 4.61% |
$4K - $4.54K
|
159
$106K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7New |
$4K - $4.54K
|
7
$4.65K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7+ 0.21% |
$4K - $4.54K
|
3.36K
$2.23M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 3.09% |
$3.43K - $3.89K
|
200
$133K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6+ 1.64% |
$3.43K - $3.89K
|
371
$247K
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.27% |
$3.43K - $3.89K
|
2.2K
$1.46M
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.26% |
$2.86K - $3.24K
|
1.92K
$1.27M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.21% |
$2.86K - $3.24K
|
2.35K
$1.56M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.27% |
$2.86K - $3.24K
|
1.88K
$1.25M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5+ 1.28% |
$2.86K - $3.24K
|
397
$264K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.1% |
$2.86K - $3.24K
|
4.97K
$3.3M
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5+ 0.26% |
$2.86K - $3.24K
|
1.93K
$1.28M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.55% |
$2.29K - $2.59K
|
733
$487K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.3% |
$2.29K - $2.59K
|
1.32K
$879K
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
4+ 0.48% |
$2.29K - $2.59K
|
834
$554K
|