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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
24New |
$4.65K - $5.1K
|
24
$6.17K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 6.0% |
$4.65K - $5.1K
|
424
$109K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
23+ 0.43% |
$4.46K - $4.89K
|
5.38K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
22+ 2.75% |
$4.26K - $4.68K
|
822
$211K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
20+ 1.8% |
$3.88K - $4.25K
|
1.13K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20+ 0.73% |
$3.88K - $4.25K
|
2.75K
$708K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
15+ 16.67% |
$2.91K - $3.19K
|
105
$27K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
14+ 0.93% |
$2.71K - $2.98K
|
1.52K
$391K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
13+ 0.49% |
$2.52K - $2.76K
|
2.65K
$680K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$1.94K - $2.13K
|
10
$2.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7New |
$1.36K - $1.49K
|
7
$1.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$969 - $1.06K
|
5.11K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$969 - $1.06K
|
7.49K
$1.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5+ 0.38% |
$969 - $1.06K
|
1.34K
$344K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5New |
$969 - $1.06K
|
5
$1.29K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.14% |
$775 - $850
|
2.85K
$734K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4+ 0.3% |
$775 - $850
|
1.34K
$345K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.09% |
$388 - $425
|
2.25K
$579K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.12% |
$388 - $425
|
1.65K
$424K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.05% |
$388 - $425
|
4.42K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$388 - $425
|
848
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.73% |
$194 - $213
|
138
$35.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.69% |
$194 - $213
|
146
$37.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.81% |
$194 - $213
|
124
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$194 - $213
|
1.88K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2- 0.02% |
$388 - $425
|
8.1K
$2.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.27% |
$581 - $638
|
1.1K
$283K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4- 0.14% |
$775 - $850
|
2.82K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.07% |
$969 - $1.06K
|
6.68K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5- 5.56% |
$969 - $1.06K
|
85
$21.8K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-6- 0.08% |
$1.16K - $1.28K
|
7.06K
$1.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-7- 0.11% |
$1.36K - $1.49K
|
6.49K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 58.33% |
$1.36K - $1.49K
|
5
$1.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.41% |
$1.55K - $1.7K
|
1.96K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-9- 0.24% |
$1.74K - $1.91K
|
3.71K
$952K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 13.33% |
$1.94K - $2.13K
|
65
$16.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14- 0.13% |
$2.71K - $2.98K
|
10.7K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-18- 1.12% |
$3.49K - $3.83K
|
1.59K
$408K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 1.6% |
$4.85K - $5.32K
|
1.53K
$394K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-25- 1.46% |
$4.85K - $5.32K
|
1.68K
$432K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-26- 0.76% |
$5.04K - $5.53K
|
3.41K
$876K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-31- 1.45% |
$6.01K - $6.59K
|
2.11K
$542K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-33- 10.44% |
$6.4K - $7.02K
|
283
$72.7K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35- 1.24% |
$6.78K - $7.44K
|
2.79K
$717K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44- 1.75% |
$8.53K - $9.35K
|
2.47K
$636K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-47- 34.81% |
$9.11K - $9.99K
|
88
$22.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-49- 1.51% |
$9.5K - $10.4K
|
3.2K
$822K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 18.87% |
$9.69K - $10.6K
|
215
$55.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-57- 2.42% |
$11K - $12.1K
|
2.3K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-57- 1.07% |
$11K - $12.1K
|
5.29K
$1.36M
|