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 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-13- 8.18% |
$2.08K - $2.49K
|
146
$35.6K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
2.45KNew |
$393K - $470K
|
2.45K
$597K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-125- 2.62% |
$20K - $24K
|
4.64K
$1.13M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$801 - $959
|
5
$1.22K
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.37K- 51.92% |
$219K - $262K
|
1.27K
$309K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
86New |
$13.8K - $16.5K
|
86
$21K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
344New |
$55.1K - $66K
|
344
$83.8K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$801 - $959
|
5
$1.22K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-301- 7.28% |
$48.2K - $57.7K
|
3.83K
$934K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$3.04K - $3.64K
|
19
$4.63K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
33New |
$5.29K - $6.33K
|
33
$8.04K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$1.58K - $1.91K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-44- 15.77% |
$6.93K - $8.4K
|
235
$57.3K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.01K+ 29.04% |
$159K - $193K
|
4.49K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.11KClosed |
$806K - $976K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.31K- 9.36% |
$521K - $632K
|
32.1K
$7.81M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.63KClosed |
$414K - $501K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
376+ 22.43% |
$59.2K - $71.8K
|
2.05K
$500K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-355- 2.62% |
$55.9K - $67.7K
|
13.2K
$3.21M
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.27K- 52.6% |
$199K - $242K
|
1.14K
$278K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-120- 81.63% |
$18.9K - $22.9K
|
27
$6.58K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23+ 18.25% |
$3.62K - $4.39K
|
149
$36.3K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
30New |
$4.73K - $5.73K
|
30
$7.31K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-48- 41.03% |
$7.56K - $9.16K
|
69
$16.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
197New |
$31K - $37.6K
|
197
$48K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
40+ 12.5% |
$6.3K - $7.63K
|
360
$87.7K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10- 20.0% |
$1.58K - $1.91K
|
40
$9.75K
|
|
Q2 2022 | |||||||
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3KClosed |
$479K - $580K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.05K- 11.77% |
$167K - $202K
|
7.84K
$1.91M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-66Closed |
$10.5K - $12.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18New |
$2.88K - $3.48K
|
18
$4.39K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-160- 45.71% |
$25.6K - $31K
|
190
$46.3K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6New |
$959 - $1.16K
|
6
$1.46K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.85KNew |
$295K - $357K
|
1.85K
$450K
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
16.7KNew |
$2.66M - $3.23M
|
16.7K
$4.06M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-197Closed |
$31.5K - $38.1K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1- 0.04% |
$160 - $193
|
2.53K
$615K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-550Closed |
$87.9K - $106K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-232- 27.88% |
$37.1K - $44.9K
|
600
$146K
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1KClosed |
$160K - $193K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-9.91KClosed |
$1.58M - $1.92M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-175- 6.81% |
$28K - $33.9K
|
2.4K
$583K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-235- 86.08% |
$37.5K - $45.5K
|
38
$9.26K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
405New |
$64.7K - $78.3K
|
405
$98.7K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-24.1K- 88.56% |
$3.85M - $4.66M
|
3.12K
$759K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 9.09% |
$160 - $193
|
10
$2.44K
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-910- 28.58% |
$145K - $176K
|
2.27K
$554K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-44- 0.37% |
$7.03K - $8.51K
|
12K
$2.92M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.66KClosed |
$905K - $1.1M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-88- 15.17% |
$14.1K - $17K
|
492
$120K
|