Purchases and Sales Made in Q1 2024 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.93K+ 7.55% |
$621K - $714K
|
41.7K
$10.6M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.86KNew |
$607K - $699K
|
2.86K
$726K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.75K+ 3.83% |
$584K - $672K
|
74.7K
$19M
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.7K+ 22.62% |
$572K - $658K
|
14.6K
$3.71M
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.68KNew |
$568K - $654K
|
2.68K
$680K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.46KNew |
$523K - $601K
|
2.46K
$625K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.29K+ 67.68% |
$486K - $559K
|
5.67K
$1.44M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.26KNew |
$479K - $552K
|
2.26K
$573K
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.22KNew |
$471K - $542K
|
2.22K
$563K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.87K+ 3.65% |
$396K - $456K
|
53K
$13.5M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.68K+ 11.42% |
$357K - $410K
|
16.4K
$4.16M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.65KNew |
$350K - $403K
|
1.65K
$419K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.65K+ 64.41% |
$349K - $402K
|
4.2K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.61KNew |
$341K - $393K
|
1.61K
$408K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6KNew |
$339K - $390K
|
1.6K
$405K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.46KNew |
$310K - $357K
|
1.46K
$371K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.45KNew |
$308K - $354K
|
1.45K
$368K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.43KNew |
$304K - $350K
|
1.43K
$364K
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.42KNew |
$302K - $348K
|
1.42K
$361K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.42K+ 3.31% |
$302K - $347K
|
44.3K
$11.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.37K+ 8.56% |
$290K - $334K
|
17.4K
$4.41M
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.36KNew |
$288K - $331K
|
1.36K
$344K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.22KNew |
$259K - $298K
|
1.22K
$310K
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$249K - $286K
|
1.17K
$298K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.16KNew |
$245K - $282K
|
1.16K
$293K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.15KNew |
$244K - $280K
|
1.15K
$291K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 5.64% |
$240K - $276K
|
21.1K
$5.36M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 7.17% |
$238K - $274K
|
16.8K
$4.26M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12KNew |
$238K - $273K
|
1.12K
$284K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.11KNew |
$235K - $271K
|
1.11K
$281K
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.1K+ 4.23% |
$232K - $267K
|
27K
$6.84M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.07KNew |
$228K - $262K
|
1.07K
$272K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1KNew |
$212K - $244K
|
1K
$254K
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
977New |
$207K - $239K
|
977
$248K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
975New |
$207K - $238K
|
975
$247K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
965New |
$205K - $236K
|
965
$245K
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
946New |
$201K - $231K
|
946
$240K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
937New |
$199K - $229K
|
937
$238K
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
932New |
$198K - $228K
|
932
$237K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
925+ 26.89% |
$196K - $226K
|
4.37K
$1.11M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
892New |
$189K - $218K
|
892
$226K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
882New |
$187K - $215K
|
882
$224K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
876New |
$186K - $214K
|
876
$222K
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
874New |
$185K - $213K
|
874
$222K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
871New |
$185K - $213K
|
871
$221K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
870+ 27.79% |
$185K - $212K
|
4K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
865New |
$184K - $211K
|
865
$220K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
863New |
$183K - $211K
|
863
$219K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
862New |
$183K - $210K
|
862
$219K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
853New |
$181K - $208K
|
853
$217K
|