Purchases and Sales Made in Q1 2023 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INDUSTRIAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.15KNew |
$208K - $226K
|
1.15K
$291K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.14K+ 6.84% |
$206K - $224K
|
17.7K
$4.5M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.14K+ 6.84% |
$206K - $224K
|
17.7K
$4.5M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.12KNew |
$203K - $220K
|
1.12K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.12K+ 10.37% |
$203K - $220K
|
11.9K
$3.01M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.11K+ 63.2% |
$201K - $218K
|
2.86K
$725K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$195K - $211K
|
1.07K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06KNew |
$192K - $208K
|
1.06K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.05K+ 54.72% |
$191K - $207K
|
2.97K
$754K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
997+ 8.13% |
$181K - $196K
|
13.3K
$3.37M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
890+ 16.2% |
$162K - $175K
|
6.38K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
814+ 22.17% |
$148K - $160K
|
4.49K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
782+ 31.93% |
$142K - $154K
|
3.23K
$820K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
742+ 8.28% |
$135K - $146K
|
9.7K
$2.46M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
675+ 9.87% |
$123K - $133K
|
7.51K
$1.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
667+ 2.14% |
$121K - $131K
|
31.8K
$8.07M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
649+ 14.3% |
$118K - $128K
|
5.19K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
555+ 38.62% |
$101K - $109K
|
1.99K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
535+ 4.4% |
$97.1K - $105K
|
12.7K
$3.22M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
530+ 35.45% |
$96.2K - $104K
|
2.03K
$514K
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
502+ 4.51% |
$91.2K - $98.8K
|
11.6K
$2.95M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
500+ 3.76% |
$90.8K - $98.4K
|
13.8K
$3.5M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
472New |
$85.7K - $92.9K
|
472
$120K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
451+ 9.18% |
$81.9K - $88.8K
|
5.36K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
450+ 3.19% |
$81.7K - $88.6K
|
14.5K
$3.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
422+ 3.45% |
$76.6K - $83.1K
|
12.6K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
418+ 4.92% |
$75.9K - $82.3K
|
8.91K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
407+ 6.25% |
$73.9K - $80.1K
|
6.92K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
359+ 6.48% |
$65.2K - $70.7K
|
5.9K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
350New |
$63.6K - $68.9K
|
350
$88.8K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
346+ 3.9% |
$62.8K - $68.1K
|
9.22K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
300+ 3.95% |
$54.5K - $59.1K
|
7.9K
$2.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
279+ 4.56% |
$50.7K - $54.9K
|
6.39K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
269+ 19.81% |
$48.8K - $53K
|
1.63K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
260+ 520.0% |
$47.2K - $51.2K
|
310
$78.7K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250+ 100.0% |
$45.4K - $49.2K
|
500
$127K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
245+ 10.17% |
$44.5K - $48.2K
|
2.65K
$674K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
217+ 13.67% |
$39.4K - $42.7K
|
1.8K
$458K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
213+ 3.69% |
$38.7K - $41.9K
|
5.99K
$1.52M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
201New |
$36.5K - $39.6K
|
201
$51K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
192+ 2.4% |
$34.9K - $37.8K
|
8.18K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
181+ 0.85% |
$32.9K - $35.6K
|
21.6K
$5.48M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
181+ 1.78% |
$32.9K - $35.6K
|
10.4K
$2.63M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
179+ 6.81% |
$32.5K - $35.2K
|
2.81K
$713K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
161+ 4.21% |
$29.2K - $31.7K
|
3.99K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
153New |
$27.8K - $30.1K
|
153
$38.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
149+ 9.34% |
$27.1K - $29.3K
|
1.75K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
142+ 6.0% |
$25.8K - $28K
|
2.51K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 18.84% |
$24.9K - $27K
|
864
$219K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
127New |
$23.1K - $25K
|
127
$32.2K
|