Institutional Ownership Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR). We have compiled data on the 512 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
49,112
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
45,612
shares
|
$16.5 Million
0.23% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,871
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
43,599
shares
|
$15.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
41,285
shares
|
$14.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
41,229
shares
|
$14.9 Million
0.04% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
39,829
shares
|
$14.4 Million
0.07% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
38,718
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
38,651
shares
|
$14 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
38,278
shares
|
$13.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
36,865
shares
|
$13.3 Million
5.12% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
36,386
shares
|
$13.2 Million
1.33% of portfolio
|
Q1 2023
Added 5.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,049
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,923
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
33,798
shares
|
$12.2 Million
3.77% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
32,898
shares
|
$11.9 Million
2.87% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
29,330
shares
|
$10.6 Million
1.88% of portfolio
|
Q1 2024
Added 200.14%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
28,898
shares
|
$10.5 Million
2.51% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
28,281
shares
|
$10.2 Million
0.28% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
25,300
shares
|
$9.16 Million
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
24,971
shares
|
$9.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
24,567
shares
|
$8.89 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
24,526
shares
|
$8.88 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
24,175
shares
|
$8.75 Million
3.22% of portfolio
|
Q2 2023
Added 3.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
22,231
shares
|
$8.05 Million
0.01% of portfolio
|
Q3 2024
Added 4.93%
|