Latest Institutional Transactions on Vanguard Industrial ETF (VIS)
This table provides information on the latest institutional transactions involving Vanguard Industrial ETF (VIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
102KNew |
$18.7M - $21M
|
102K
$24M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-917- 5.89% |
$168K - $188K
|
14.7K
$3.44M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.26KNew |
$1.33M - $1.49M
|
7.26K
$1.7M
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 50.0% |
$366K - $411K
|
2K
$470K
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.01KNew |
$368K - $414K
|
2.01K
$473K
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.6KNew |
$3.23M - $3.63M
|
17.6K
$4.15M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
65+ 0.6% |
$11.9K - $13.4K
|
10.9K
$2.55M
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.02KNew |
$369K - $415K
|
2.02K
$474K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
87+ 4.23% |
$15.9K - $17.9K
|
2.14K
$503K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.38KNew |
$801K - $900K
|
4.38K
$1.03M
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-151- 13.1% |
$27.6K - $31K
|
1K
$235K
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
11.9KNew |
$2.18M - $2.45M
|
11.9K
$2.8M
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.5KNew |
$639K - $718K
|
3.5K
$821K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
700+ 29.69% |
$128K - $144K
|
3.06K
$718K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10- 9.26% |
$1.83K - $2.06K
|
98
$23K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-122- 36.42% |
$22.3K - $25.1K
|
213
$50K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16K+ 121.23% |
$2.9M - $3.15M
|
29.2K
$6.85M
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
19+ 5.21% |
$3.45K - $3.74K
|
384
$90.2K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-92- 2.79% |
$16.7K - $18.1K
|
3.21K
$754K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-282- 11.92% |
$51.2K - $55.5K
|
2.08K
$490K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 18.84% |
$24.9K - $27K
|
864
$203K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
59New |
$10.7K - $11.6K
|
59
$13.9K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
260+ 520.0% |
$47.2K - $51.2K
|
310
$72.8K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
96New |
$17.4K - $18.9K
|
96
$22.6K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-100- 50.0% |
$18.2K - $19.7K
|
100
$23.5K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-29.4K- 35.95% |
$5.35M - $5.8M
|
52.5K
$12.3M
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
530+ 35.45% |
$96.2K - $104K
|
2.03K
$476K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250+ 100.0% |
$45.4K - $49.2K
|
500
$117K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.17K- 44.23% |
$1.12M - $1.21M
|
7.78K
$1.83M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 60.0% |
$5.45K - $5.91K
|
20
$4.7K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
350New |
$63.6K - $68.9K
|
350
$82.2K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
87New |
$15.8K - $17.1K
|
87
$20.4K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-416- 72.22% |
$75.5K - $81.9K
|
160
$37.6K
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 98.52% |
$182K - $197K
|
15
$3.52K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.33% |
$182 - $197
|
308
$72.4K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 3.33% |
$182 - $197
|
31
$7.28K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-74- 3.69% |
$13.4K - $14.6K
|
1.93K
$453K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
83New |
$15.1K - $16.3K
|
83
$19.5K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.33KNew |
$242K - $262K
|
1.33K
$312K
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-3- 0.11% |
$545 - $591
|
2.8K
$658K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-193- 9.65% |
$35K - $38K
|
1.81K
$424K
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1K- 36.32% |
$182K - $197K
|
1.75K
$412K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$9.08K - $9.84K
|
50
$11.7K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
33New |
$5.99K - $6.5K
|
33
$7.75K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-56- 5.02% |
$10.2K - $11K
|
1.06K
$249K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-22- 1.86% |
$3.99K - $4.33K
|
1.16K
$273K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-639- 35.6% |
$116K - $126K
|
1.16K
$272K
|
|
Q4 2022 | |||||||
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.16KNew |
$205K - $223K
|
1.16K
$273K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
88New |
$15.5K - $16.9K
|
88
$20.7K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.96% |
$176 - $192
|
105
$24.7K
|