Purchases and Sales Made in Q2 2023 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
225+ 7.3% |
$41.2K - $46.2K
|
3.31K
$850K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
224+ 1.62% |
$41K - $46K
|
14K
$3.6M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
201+ 6.44% |
$36.8K - $41.3K
|
3.32K
$853K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$36.6K - $41.1K
|
200
$51.4K
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
175+ 6.82% |
$32K - $36K
|
2.74K
$704K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
172+ 15.36% |
$31.5K - $35.4K
|
1.29K
$332K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
171+ 31.9% |
$31.3K - $35.1K
|
707
$182K
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
169+ 2.65% |
$30.9K - $34.7K
|
6.55K
$1.68M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
148+ 1233.33% |
$27.1K - $30.4K
|
160
$41.1K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
131+ 10.54% |
$24K - $26.9K
|
1.37K
$353K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
113+ 2.81% |
$20.7K - $23.2K
|
4.14K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
90New |
$16.5K - $18.5K
|
90
$23.1K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
87+ 4.23% |
$15.9K - $17.9K
|
2.14K
$551K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
80+ 3.01% |
$14.6K - $16.4K
|
2.73K
$703K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
80+ 1.21% |
$14.6K - $16.4K
|
6.68K
$1.72M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
77+ 7.45% |
$14.1K - $15.8K
|
1.11K
$285K
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
70+ 1.69% |
$12.8K - $14.4K
|
4.22K
$1.08M
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
69+ 0.19% |
$12.6K - $14.2K
|
37.1K
$9.53M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69+ 12.5% |
$12.6K - $14.2K
|
621
$160K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
67+ 5.78% |
$12.3K - $13.8K
|
1.23K
$315K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
65+ 0.6% |
$11.9K - $13.4K
|
10.9K
$2.79M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
51+ 3.16% |
$9.33K - $10.5K
|
1.66K
$428K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 10.29% |
$9.15K - $10.3K
|
536
$138K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
50+ 2.27% |
$9.15K - $10.3K
|
2.25K
$579K
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
42+ 1.16% |
$7.68K - $8.63K
|
3.66K
$942K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
36+ 2.76% |
$6.59K - $7.4K
|
1.34K
$344K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
24+ 0.9% |
$4.39K - $4.93K
|
2.69K
$690K
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23+ 0.52% |
$4.21K - $4.73K
|
4.41K
$1.13M
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
22+ 0.19% |
$4.02K - $4.52K
|
11.7K
$3M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21+ 0.9% |
$3.84K - $4.32K
|
2.35K
$605K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
17+ 3.62% |
$3.11K - $3.49K
|
486
$125K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14+ 0.5% |
$2.56K - $2.88K
|
2.82K
$725K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9+ 0.36% |
$1.65K - $1.85K
|
2.52K
$647K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.23% |
$732 - $822
|
1.71K
$439K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.96% |
$549 - $617
|
316
$81.2K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2+ 0.02% |
$366 - $411
|
8.1K
$2.08M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.55% |
$183 - $206
|
184
$47.3K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 14.29% |
$366 - $411
|
12
$3.08K
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-7- 0.13% |
$1.28K - $1.44K
|
5.35K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-8- 0.58% |
$1.46K - $1.64K
|
1.36K
$351K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8- 5.59% |
$1.46K - $1.64K
|
135
$34.7K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 0.04% |
$1.65K - $1.85K
|
23K
$5.92M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9- 5.84% |
$1.65K - $1.85K
|
145
$37.3K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10- 9.26% |
$1.83K - $2.06K
|
98
$25.2K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-11- 0.63% |
$2.01K - $2.26K
|
1.74K
$446K
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-12- 1.04% |
$2.2K - $2.47K
|
1.14K
$292K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20- 18.87% |
$3.66K - $4.11K
|
86
$22.1K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-21- 1.29% |
$3.84K - $4.32K
|
1.61K
$413K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23- 1.41% |
$4.21K - $4.73K
|
1.61K
$413K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 8.62% |
$4.57K - $5.14K
|
265
$68.1K
|