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 528 institutions that hold shares in the stock, with a total of 7.79 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,308
shares
|
$1.68 Million
0.84% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,244
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
4,244
shares
|
$1.66 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,219
shares
|
$1.65 Million
0.9% of portfolio
|
Q4 2022
Added 25.6%
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,117
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Added 30.49%
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
4,035
shares
|
$1.58 Million
1.04% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,987
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,952
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 39.11%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,929
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,871
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,868
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2022
Added 20.31%
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,842
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,757
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
3,749
shares
|
$1.46 Million
0.62% of portfolio
|
Q3 2024
Added 1.38%
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,740
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Added 8.03%
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,730
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,697
shares
|
$1.44 Million
0.62% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,691
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
3,656
shares
|
$1.43 Million
0.64% of portfolio
|
Q3 2024
Added 0.03%
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,650
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,529
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,523
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,519
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 36.45%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,439
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 58.7%
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,429
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.08%
|