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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 19.18% |
$5.15K - $6.19K
|
118
$31.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Polianta LTD
|
BUY
|
- |
26.6KNew |
$4.89M - $5.88M
|
26.6K
$7.1M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
24New |
$4.65K - $5.1K
|
24
$6.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
580New |
$112K - $123K
|
580
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-139- 22.79% |
$26.9K - $29.6K
|
471
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.12KNew |
$991K - $1.09M
|
5.12K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.93KNew |
$568K - $623K
|
2.93K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-681- 90.08% |
$132K - $145K
|
75
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.1KClosed |
$2.15M - $2.35M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$2.89M - $3.17M
|
14.9K
$3.97M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.52K- 1.95% |
$295K - $324K
|
76.4K
$20.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7New |
$1.36K - $1.49K
|
7
$1.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 50.0% |
$19.4K - $21.3K
|
100
$26.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$1.94K - $2.13K
|
10
$2.67K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.08KNew |
$209K - $230K
|
1.08K
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$427K - $468K
|
2.2K
$587K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$571K - $626K
|
2.95K
$786K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
51New |
$9.88K - $10.8K
|
51
$13.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
223New |
$43.2K - $47.4K
|
223
$59.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.84KNew |
$357K - $392K
|
1.84K
$492K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
13+ 0.49% |
$2.52K - $2.76K
|
2.65K
$706K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-70- 1.47% |
$13.6K - $14.9K
|
4.69K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
567+ 9.17% |
$110K - $121K
|
6.75K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-200- 12.33% |
$38.8K - $42.5K
|
1.42K
$379K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1.63KNew |
$317K - $347K
|
1.63K
$436K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 1.6% |
$4.85K - $5.32K
|
1.53K
$409K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
228New |
$44.2K - $48.5K
|
228
$60.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.57KNew |
$693K - $760K
|
3.57K
$954K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.34K- 13.03% |
$259K - $284K
|
8.93K
$2.38M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
199KNew |
$36.5M - $41M
|
199K
$53.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
102KNew |
$18.7M - $21M
|
102K
$27.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-917- 5.89% |
$168K - $188K
|
14.7K
$3.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.26KNew |
$1.33M - $1.49M
|
7.26K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 50.0% |
$366K - $411K
|
2K
$534K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.01KNew |
$368K - $414K
|
2.01K
$537K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
65+ 0.6% |
$11.9K - $13.4K
|
10.9K
$2.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.02KNew |
$369K - $415K
|
2.02K
$539K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
87+ 4.23% |
$15.9K - $17.9K
|
2.14K
$572K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.38KNew |
$801K - $900K
|
4.38K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-151- 13.1% |
$27.6K - $31K
|
1K
$267K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
11.9KNew |
$2.18M - $2.45M
|
11.9K
$3.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.5KNew |
$639K - $718K
|
3.5K
$933K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-122- 36.42% |
$22.3K - $25.1K
|
213
$56.8K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27- 38.57% |
$4.9K - $5.32K
|
43
$11.5K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
19+ 5.21% |
$3.45K - $3.74K
|
384
$102K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-282- 11.92% |
$51.2K - $55.5K
|
2.08K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 18.84% |
$24.9K - $27K
|
864
$231K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
59New |
$10.7K - $11.6K
|
59
$15.7K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250+ 100.0% |
$45.4K - $49.2K
|
500
$133K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
530+ 35.45% |
$96.2K - $104K
|
2.03K
$540K
|
|