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 562 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
4,358
shares
|
$1.64 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
4,308
shares
|
$1.62 Million
0.91% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
4,269
shares
|
$1.61 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
4,230
shares
|
$1.59 Million
0.03% of portfolio
|
Q1 2025
Added 49.26%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,219
shares
|
$1.59 Million
0.9% of portfolio
|
Q4 2022
Added 25.6%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
4,208
shares
|
$1.58 Million
0.56% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,148
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
4,035
shares
|
$1.52 Million
0.86% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,940
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 145.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,901
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,888
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,868
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2022
Added 20.31%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,866
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Added 70.84%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,805
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
3,794
shares
|
$1.43 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
3,789
shares
|
$1.43 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,710
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,691
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
3,660
shares
|
$1.38 Million
0.67% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
3,639
shares
|
$1.37 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
3,616
shares
|
$1.36 Million
0.56% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,529
shares
|
$1.33 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
3,523
shares
|
$1.33 Million
0.32% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,498
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,476
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 1.16%
|