Purchases and Sales Made in Q4 2023 in Vanguard Industrial ETF (VIS)
This table provides information about the institutional ownership of Vanguard Industrial ETF (VIS) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.1K+ 84.44% |
$14.3M - $17.3M
|
171K
$43.8M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53.4K+ 1338.13% |
$9.82M - $11.8M
|
57.4K
$14.8M
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50.1KNew |
$9.22M - $11.1M
|
50.1K
$12.9M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 7.15% |
$6.44M - $7.75M
|
525K
$135M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.3K+ 73.66% |
$6.29M - $7.58M
|
80.8K
$20.8M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.3KNew |
$5.93M - $7.14M
|
32.3K
$8.3M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.7K+ 43.59% |
$5.64M - $6.79M
|
101K
$26M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.7K+ 589.79% |
$4.9M - $5.9M
|
31.2K
$8.02M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.7K+ 329.24% |
$4.9M - $5.9M
|
34.8K
$8.94M
|
|
Jan 09, 2024
Q4 2023
|
Polianta LTD
|
BUY
|
- |
26.6KNew |
$4.89M - $5.88M
|
26.6K
$6.84M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.7KNew |
$2.89M - $3.48M
|
15.7K
$4.04M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13.3KNew |
$2.45M - $2.94M
|
13.3K
$3.42M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.3KNew |
$2.44M - $2.93M
|
13.3K
$3.41M
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13KNew |
$2.39M - $2.88M
|
13K
$3.34M
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.8K+ 515.67% |
$2.35M - $2.83M
|
15.3K
$3.93M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 3.35% |
$2.35M - $2.83M
|
395K
$101M
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
11.9KNew |
$2.19M - $2.64M
|
11.9K
$3.06M
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$2.07M - $2.49M
|
11.3K
$2.89M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$2.05M - $2.47M
|
11.2K
$2.87M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.92K+ 322.78% |
$1.82M - $2.19M
|
13K
$3.34M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.62KNew |
$1.4M - $1.68M
|
7.62K
$1.96M
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
7.59KNew |
$1.39M - $1.68M
|
7.59K
$1.95M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.11KNew |
$1.31M - $1.57M
|
7.11K
$1.83M
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.76KNew |
$1.24M - $1.49M
|
6.76K
$1.74M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.28KNew |
$1.15M - $1.39M
|
6.28K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.17KNew |
$1.13M - $1.36M
|
6.17K
$1.59M
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
5.31KNew |
$975K - $1.17M
|
5.31K
$1.36M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.02KNew |
$922K - $1.11M
|
5.02K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.46K+ 2.89% |
$820K - $987K
|
159K
$40.8M
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.71KNew |
$682K - $820K
|
3.71K
$953K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.69KNew |
$679K - $817K
|
3.69K
$949K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.39K+ 4.06% |
$623K - $749K
|
86.8K
$22.3M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.16K+ 92.61% |
$580K - $698K
|
6.56K
$1.69M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03K+ 53.01% |
$557K - $670K
|
8.75K
$2.25M
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.76KNew |
$507K - $611K
|
2.76K
$710K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.46KNew |
$453K - $545K
|
2.46K
$633K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 18.13% |
$441K - $531K
|
15.6K
$4.02M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.2K+ 1.53% |
$404K - $487K
|
146K
$37.5M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.19K+ 79.61% |
$403K - $485K
|
4.94K
$1.27M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 10.95% |
$399K - $480K
|
22K
$5.65M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.97KNew |
$362K - $435K
|
1.97K
$506K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 48.02% |
$361K - $434K
|
6.05K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.95K+ 26.37% |
$358K - $431K
|
9.34K
$2.4M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.87KNew |
$344K - $414K
|
1.87K
$482K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.67K+ 114.6% |
$307K - $370K
|
3.13K
$805K
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.67K+ 1.35% |
$307K - $369K
|
126K
$32.3M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.66K+ 41.83% |
$305K - $367K
|
5.63K
$1.45M
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
1.44KNew |
$265K - $319K
|
1.44K
$371K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.34K+ 12.44% |
$245K - $295K
|
12.1K
$3.1M
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.3KNew |
$238K - $287K
|
1.3K
$333K
|