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 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
841New |
$178K - $205K
|
841
$213K
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
833New |
$177K - $203K
|
833
$211K
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
833+ 10.97% |
$177K - $203K
|
8.42K
$2.14M
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
819+ 3.3% |
$174K - $200K
|
25.7K
$6.51M
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
766+ 27.74% |
$163K - $187K
|
3.53K
$895K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
621+ 10.83% |
$132K - $152K
|
6.36K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
604+ 10.23% |
$128K - $147K
|
6.51K
$1.65M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
598+ 6.66% |
$127K - $146K
|
9.57K
$2.43M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
598+ 8.61% |
$127K - $146K
|
7.54K
$1.91M
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
585+ 3.37% |
$124K - $143K
|
17.9K
$4.55M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
581+ 30.34% |
$123K - $142K
|
2.5K
$634K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
567+ 14175.0% |
$120K - $138K
|
571
$145K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
537+ 17.18% |
$114K - $131K
|
3.66K
$930K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
526+ 13.26% |
$112K - $128K
|
4.49K
$1.14M
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
508+ 3.41% |
$108K - $124K
|
15.4K
$3.91M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
486+ 1.49% |
$103K - $119K
|
33.1K
$8.4M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
475New |
$101K - $116K
|
475
$121K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
450+ 16.82% |
$95.5K - $110K
|
3.13K
$793K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
425+ 17.04% |
$90.2K - $104K
|
2.92K
$741K
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
410+ 17.08% |
$87K - $100K
|
2.81K
$713K
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
409New |
$86.8K - $99.9K
|
409
$104K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
407+ 30.37% |
$86.4K - $99.4K
|
1.75K
$443K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
402+ 5.28% |
$85.3K - $98.1K
|
8.02K
$2.04M
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
374+ 0.46% |
$79.4K - $91.3K
|
82.2K
$20.9M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
371+ 223.49% |
$78.7K - $90.6K
|
537
$136K
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
275+ 0.59% |
$58.3K - $67.1K
|
46.6K
$11.8M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
261+ 4.32% |
$55.4K - $63.7K
|
6.31K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
253+ 8.5% |
$53.7K - $61.8K
|
3.23K
$820K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
252+ 26.64% |
$53.5K - $61.5K
|
1.2K
$304K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
235+ 1.0% |
$49.9K - $57.4K
|
23.8K
$6.05M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
233+ 2.66% |
$49.4K - $56.9K
|
8.98K
$2.28M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
220New |
$46.7K - $53.7K
|
220
$55.8K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
217New |
$46K - $53K
|
217
$55.1K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
213+ 11.47% |
$45.2K - $52K
|
2.07K
$525K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
204+ 0.84% |
$43.3K - $49.8K
|
24.6K
$6.25M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
198+ 1.52% |
$42K - $48.3K
|
13.2K
$3.35M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
191+ 12.29% |
$40.5K - $46.6K
|
1.75K
$443K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
189+ 8.59% |
$40.1K - $46.1K
|
2.39K
$606K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
188+ 1.44% |
$39.9K - $45.9K
|
13.2K
$3.35M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
182+ 8.37% |
$38.6K - $44.4K
|
2.36K
$598K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
181+ 5.2% |
$38.4K - $44.2K
|
3.66K
$929K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
162+ 34.76% |
$34.4K - $39.6K
|
628
$159K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
155+ 6.76% |
$32.9K - $37.8K
|
2.45K
$621K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
151+ 2.68% |
$32K - $36.9K
|
5.78K
$1.47M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150New |
$31.8K - $36.6K
|
150
$38.1K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
137+ 16.16% |
$29.1K - $33.4K
|
985
$250K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
136+ 1.92% |
$28.9K - $33.2K
|
7.2K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
132+ 306.98% |
$28K - $32.2K
|
175
$44.4K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
132+ 528.0% |
$28K - $32.2K
|
157
$39.9K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
111+ 2.56% |
$23.6K - $27.1K
|
4.45K
$1.13M
|