Purchases and Sales Made in Q3 2023 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$481K - $528K
|
2.48K
$638K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$427K - $468K
|
2.2K
$566K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.15K+ 3.97% |
$417K - $458K
|
56.4K
$14.5M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.14KNew |
$415K - $456K
|
2.14K
$551K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.07K+ 38.33% |
$401K - $440K
|
7.47K
$1.92M
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.05K+ 13.0% |
$397K - $435K
|
17.8K
$4.57M
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.04K+ 17.12% |
$396K - $434K
|
14K
$3.59M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.04K+ 17.12% |
$396K - $434K
|
14K
$3.59M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.02K+ 192.39% |
$392K - $430K
|
3.07K
$790K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01K+ 122.0% |
$390K - $428K
|
3.66K
$941K
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.99KNew |
$386K - $423K
|
1.99K
$511K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.97KNew |
$382K - $419K
|
1.97K
$506K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.9K+ 39.69% |
$369K - $405K
|
6.7K
$1.72M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.84KNew |
$357K - $392K
|
1.84K
$474K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.78K+ 9.7% |
$345K - $378K
|
20.1K
$5.17M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.72K+ 63.0% |
$333K - $366K
|
4.45K
$1.14M
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.64K+ 24.21% |
$318K - $349K
|
8.42K
$2.16M
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1.63KNew |
$317K - $347K
|
1.63K
$420K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.58K+ 38.03% |
$305K - $335K
|
5.72K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.55K+ 6200.0% |
$300K - $330K
|
1.58K
$405K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.54K+ 13.89% |
$298K - $326K
|
12.6K
$3.24M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.54K+ 13.89% |
$298K - $326K
|
12.6K
$3.24M
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.49K+ 1.22% |
$289K - $317K
|
124K
$31.9M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.41K+ 22.74% |
$273K - $300K
|
7.61K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.41K+ 3.84% |
$272K - $299K
|
38K
$9.77M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.38K+ 100.29% |
$267K - $293K
|
2.75K
$707K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.36KNew |
$263K - $288K
|
1.36K
$348K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 40.04% |
$241K - $264K
|
4.35K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.21KNew |
$235K - $258K
|
1.21K
$312K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.16K+ 94.54% |
$225K - $247K
|
2.39K
$614K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.14K+ 67.02% |
$220K - $242K
|
2.83K
$728K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$214K - $234K
|
1.1K
$283K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.09KNew |
$212K - $232K
|
1.09K
$281K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.08KNew |
$209K - $230K
|
1.08K
$278K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.06K+ 26.76% |
$205K - $225K
|
5.02K
$1.29M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1K+ 2.91% |
$194K - $213K
|
35.4K
$9.1M
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
948+ 50.16% |
$184K - $202K
|
2.84K
$729K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
916+ 5.44% |
$178K - $195K
|
17.7K
$4.56M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
838+ 134.94% |
$162K - $178K
|
1.46K
$375K
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 33.33% |
$155K - $170K
|
3.2K
$822K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
791+ 2825.0% |
$153K - $168K
|
819
$210K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
786+ 69.99% |
$152K - $167K
|
1.91K
$491K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
747+ 11.94% |
$145K - $159K
|
7K
$1.8M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
687+ 5.19% |
$133K - $146K
|
13.9K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
647New |
$125K - $138K
|
647
$166K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
582+ 20.79% |
$113K - $124K
|
3.38K
$869K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
580New |
$112K - $123K
|
580
$149K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
572+ 284.58% |
$111K - $122K
|
773
$199K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
567+ 9.17% |
$110K - $121K
|
6.75K
$1.73M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
557New |
$108K - $118K
|
557
$143K
|