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 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
111+ 2.19% |
$23.6K - $27.1K
|
5.19K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
109+ 4.56% |
$23.1K - $26.6K
|
2.5K
$634K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 4.54% |
$21.2K - $24.4K
|
2.3K
$585K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
95+ 2.13% |
$20.2K - $23.2K
|
4.55K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
91New |
$19.3K - $22.2K
|
91
$23.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
86+ 30.39% |
$18.2K - $21K
|
369
$93.7K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
78+ 2.1% |
$16.6K - $19K
|
3.8K
$963K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
77New |
$16.3K - $18.8K
|
77
$19.5K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
77+ 3.49% |
$16.3K - $18.8K
|
2.28K
$579K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
77+ 5.11% |
$16.3K - $18.8K
|
1.59K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
72+ 0.73% |
$15.3K - $17.6K
|
9.87K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
61+ 225.93% |
$12.9K - $14.9K
|
88
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59+ 0.69% |
$12.5K - $14.4K
|
8.64K
$2.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 6.53% |
$12.3K - $14.2K
|
946
$240K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57+ 11.88% |
$12.1K - $13.9K
|
537
$136K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
57+ 2.62% |
$12.1K - $13.9K
|
2.23K
$566K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
54+ 1.24% |
$11.5K - $13.2K
|
4.41K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
53New |
$11.2K - $12.9K
|
53
$13.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 2.32% |
$11.2K - $12.9K
|
2.34K
$593K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50New |
$10.6K - $12.2K
|
50
$12.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
50+ 51.55% |
$10.6K - $12.2K
|
147
$37.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50+ 24.39% |
$10.6K - $12.2K
|
255
$64.7K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
50New |
$10.6K - $12.2K
|
50
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46+ 0.29% |
$9.76K - $11.2K
|
15.8K
$4M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
45New |
$9.55K - $11K
|
45
$11.4K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
41+ 3.81% |
$8.7K - $10K
|
1.12K
$284K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
40+ 27.78% |
$8.49K - $9.77K
|
184
$46.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35+ 28.0% |
$7.43K - $8.55K
|
160
$40.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
35+ 1.05% |
$7.43K - $8.55K
|
3.38K
$857K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
33+ 0.42% |
$7K - $8.06K
|
7.97K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29+ 0.46% |
$6.15K - $7.08K
|
6.36K
$1.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27New |
$5.73K - $6.59K
|
27
$6.85K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 540.0% |
$5.73K - $6.59K
|
32
$8.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.93% |
$5.52K - $6.35K
|
2.82K
$715K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
24+ 0.73% |
$5.09K - $5.86K
|
3.31K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 0.93% |
$4.88K - $5.62K
|
2.49K
$631K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22+ 1.88% |
$4.67K - $5.37K
|
1.19K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 71.43% |
$4.24K - $4.88K
|
48
$12.2K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
16+ 0.25% |
$3.39K - $3.91K
|
6.3K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
12+ 0.33% |
$2.55K - $2.93K
|
3.65K
$925K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 73.33% |
$2.33K - $2.69K
|
26
$6.6K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9New |
$1.91K - $2.2K
|
9
$2.28K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
8New |
$1.7K - $1.95K
|
8
$2.03K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.45% |
$849 - $977
|
892
$226K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
4+ 0.05% |
$849 - $977
|
7.51K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 28.57% |
$849 - $977
|
18
$4.57K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.3% |
$849 - $977
|
1.35K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.04% |
$637 - $732
|
6.76K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.28% |
$637 - $732
|
1.09K
$277K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.21% |
$424 - $488
|
167
$42.4K
|