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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,464
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,456
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,415
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
3,409
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 114.94%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
3,345
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,314
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,243
shares
|
$1.22 Million
0.47% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,236
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
3,114
shares
|
$1.17 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
3,099
shares
|
$1.17 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
3,062
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 155.17%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,028
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
2,997
shares
|
$1.13 Million
0.34% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,964
shares
|
$1.12 Million
0.4% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
2,936
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
2,901
shares
|
$1.09 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,900
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,893
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,847
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Added 62.59%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
2,840
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
2,817
shares
|
$1.06 Million
0.4% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,810
shares
|
$1.06 Million
1.09% of portfolio
|
Q2 2022
Reduced 24.6%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,796
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,787
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2022
Added 61.99%
|