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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
9New |
$1.58K - $1.73K
|
9
$2.1K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 50.0% |
$8.8K - $9.59K
|
50
$11.7K
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.27KNew |
$223K - $243K
|
1.27K
$296K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$1.06K - $1.15K
|
6
$1.4K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
900New |
$158K - $173K
|
900
$210K
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.64KClosed |
$465K - $506K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.12KNew |
$197K - $214K
|
1.12K
$261K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.72KNew |
$303K - $330K
|
1.72K
$402K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.86% |
$176 - $192
|
117
$27.4K
|
|
Feb 14, 2023
Q4 2022
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
4.3KNew |
$757K - $824K
|
4.3K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.43K+ 4.84% |
$604K - $658K
|
74.3K
$17.4M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.26KNew |
$222K - $242K
|
1.26K
$295K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
105New |
$18.5K - $20.1K
|
105
$24.6K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
421New |
$74.1K - $80.7K
|
421
$98.5K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
510New |
$89.8K - $97.8K
|
510
$119K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
43New |
$7.57K - $8.24K
|
43
$10.1K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.4KNew |
$247K - $269K
|
1.4K
$328K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 19.12% |
$35.2K - $38.3K
|
846
$198K
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-23.8K- 95.02% |
$4.19M - $4.56M
|
1.25K
$291K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-26- 34.21% |
$4.58K - $4.99K
|
50
$11.7K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
610New |
$107K - $117K
|
610
$143K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
260+ 92.2% |
$45.8K - $49.9K
|
542
$127K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-9- 60.0% |
$1.58K - $1.73K
|
6
$1.4K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$17.6K - $19.2K
|
100
$23.4K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-13- 8.18% |
$2.29K - $2.49K
|
146
$34.1K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
2.45KNew |
$432K - $470K
|
2.45K
$573K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-125- 2.62% |
$22K - $24K
|
4.64K
$1.09M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$880 - $959
|
5
$1.17K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9- 0.34% |
$1.58K - $1.73K
|
2.63K
$614K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
56New |
$9.86K - $10.7K
|
56
$13.1K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$528 - $575
|
3
$702
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.37K- 51.92% |
$241K - $262K
|
1.27K
$296K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$880 - $959
|
5
$1.17K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-301- 7.28% |
$53K - $57.7K
|
3.83K
$896K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
344New |
$60.5K - $66K
|
344
$80.4K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
86New |
$15.1K - $16.5K
|
86
$20.1K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$3.34K - $3.64K
|
19
$4.44K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
33New |
$5.81K - $6.33K
|
33
$7.72K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-44- 15.77% |
N/A
|
235
$55K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.01K+ 29.04% |
N/A
|
4.49K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.11KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.31K- 9.36% |
N/A
|
32.1K
$7.5M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.63KClosed |
N/A
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
376+ 22.43% |
N/A
|
2.05K
$480K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.27K- 52.6% |
N/A
|
1.14K
$267K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-355- 2.62% |
N/A
|
13.2K
$3.08M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-120- 81.63% |
N/A
|
27
$6.31K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
30New |
N/A
|
30
$7.02K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23+ 18.25% |
N/A
|
149
$34.8K
|