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 |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
13,609
shares
|
$4.93 Million
1.23% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
13,577
shares
|
$4.91 Million
3.07% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
13,384
shares
|
$4.84 Million
2.24% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,273
shares
|
$4.8 Million
0.13% of portfolio
|
Q3 2022
Added 14.55%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
12,675
shares
|
$4.59 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,625
shares
|
$4.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
12,447
shares
|
$4.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
11,734
shares
|
$4.25 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
11,330
shares
|
$4.1 Million
0.61% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
11,306
shares
|
$4.09 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
11,288
shares
|
$4.09 Million
2.04% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,998
shares
|
$3.98 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,818
shares
|
$3.92 Million
0.02% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
10,667
shares
|
$3.86 Million
0.85% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
10,642
shares
|
$3.85 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,440
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,422
shares
|
$3.77 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
10,340
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,276
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,075
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
10,062
shares
|
$3.64 Million
0.32% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,046
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
9,872
shares
|
$3.57 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,794
shares
|
$3.54 Million
0.61% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
9,741
shares
|
$3.53 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.55%
|