Latest Institutional Purchases of Vanguard Industrial ETF (VIS)
This list provides information on the latest institutional transactions involving Vanguard Industrial ETF (VIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
260+ 92.2% |
$41.7K - $49.9K
|
542
$139K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
105New |
$16.8K - $20.1K
|
105
$27K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
88New |
$14.1K - $16.9K
|
88
$22.6K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
86New |
$13.8K - $16.5K
|
86
$22.1K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
56New |
$8.97K - $10.7K
|
56
$14.4K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
43New |
$6.89K - $8.24K
|
43
$11.1K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
33New |
$5.29K - $6.33K
|
33
$8.48K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$3.04K - $3.64K
|
19
$4.88K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
9New |
$1.44K - $1.73K
|
9
$2.31K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$961 - $1.15K
|
6
$1.54K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$801 - $959
|
5
$1.29K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$801 - $959
|
5
$1.29K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.86% |
$160 - $192
|
117
$30.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.01K+ 29.04% |
$159K - $193K
|
4.49K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
376+ 22.43% |
$59.2K - $71.8K
|
2.05K
$527K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
197New |
$31K - $37.6K
|
197
$50.6K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
40+ 12.5% |
$6.3K - $7.63K
|
360
$92.5K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
30New |
$4.73K - $5.73K
|
30
$7.71K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23+ 18.25% |
$3.62K - $4.39K
|
149
$38.3K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
16.7KNew |
$2.66M - $3.23M
|
16.7K
$4.29M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.85KNew |
$295K - $357K
|
1.85K
$475K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.66KNew |
$266K - $322K
|
1.66K
$427K
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.42KNew |
$228K - $275K
|
1.42K
$366K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
405New |
$64.7K - $78.3K
|
405
$104K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
27New |
$4.31K - $5.22K
|
27
$6.94K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
20New |
$3.2K - $3.87K
|
20
$5.14K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18New |
$2.88K - $3.48K
|
18
$4.63K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
16New |
$2.56K - $3.1K
|
16
$4.11K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6New |
$959 - $1.16K
|
6
$1.54K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4New |
$639 - $774
|
4
$1.03K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.15KNew |
$208K - $236K
|
1.15K
$296K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
312New |
$56.3K - $64.1K
|
312
$80.2K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
218New |
$39.4K - $44.8K
|
218
$56K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
200New |
$36.1K - $41.1K
|
200
$51.4K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
130+ 228.07% |
$23.5K - $26.7K
|
187
$48.1K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101New |
$18.2K - $20.7K
|
101
$26K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$18.1K - $20.5K
|
100
$25.7K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
15New |
$2.71K - $3.08K
|
15
$3.86K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 2.56% |
$181 - $205
|
40
$10.3K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
PUT |
29.4KNew |
$5.58M - $6.1M
|
29.4K
$7.55M
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.63KNew |
$1.07M - $1.17M
|
5.63K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.63KNew |
$499K - $546K
|
2.63K
$676K
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.42KNew |
$270K - $295K
|
1.42K
$366K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.33KNew |
$253K - $277K
|
1.33K
$343K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
274New |
$52K - $56.9K
|
274
$70.4K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
187New |
$35.5K - $38.8K
|
187
$48.1K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
150New |
$28.5K - $31.1K
|
150
$38.6K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
49New |
$9.3K - $10.2K
|
49
$12.6K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
46New |
$8.73K - $9.55K
|
46
$11.8K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$6.58M - $7.04M
|
35K
$9M
|