Purchases and Sales Made in Q1 2022 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD CONSUMER DISCRETIONAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
915New |
$248K - $319K
|
915
$352K
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
890+ 2.81% |
$242K - $310K
|
32.5K
$12.5M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
885+ 5.39% |
$240K - $308K
|
17.3K
$6.66M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
834New |
$226K - $290K
|
834
$321K
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
825New |
$224K - $287K
|
825
$318K
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
823+ 8.54% |
$223K - $287K
|
10.5K
$4.03M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
802+ 40.9% |
$218K - $279K
|
2.76K
$1.06M
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
798+ 7.26% |
$217K - $278K
|
11.8K
$4.54M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
797New |
$216K - $278K
|
797
$307K
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
789New |
$214K - $275K
|
789
$304K
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
783+ 2.41% |
$213K - $273K
|
33.2K
$12.8M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
767New |
$208K - $267K
|
767
$295K
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
748+ 4.14% |
$203K - $260K
|
18.8K
$7.24M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
737+ 73.41% |
$200K - $257K
|
1.74K
$670K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
736+ 293.23% |
$200K - $256K
|
987
$380K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
661New |
$179K - $230K
|
661
$254K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
648+ 12.02% |
$176K - $226K
|
6.04K
$2.33M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
636New |
$173K - $221K
|
636
$245K
|
|
Apr 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
627+ 6.37% |
$170K - $218K
|
10.5K
$4.03M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
481+ 5.02% |
$131K - $167K
|
10.1K
$3.88M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
475+ 6.32% |
$129K - $165K
|
7.99K
$3.08M
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
473+ 8.17% |
$128K - $165K
|
6.26K
$2.41M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
469+ 10.03% |
$127K - $163K
|
5.15K
$1.98M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
469+ 10.03% |
$127K - $163K
|
5.15K
$1.98M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
460+ 42.79% |
$125K - $160K
|
1.54K
$591K
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
438+ 29.44% |
$119K - $153K
|
1.93K
$742K
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
429+ 15.67% |
$116K - $149K
|
3.17K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
376+ 144.06% |
$102K - $131K
|
637
$245K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
375+ 20.26% |
$102K - $131K
|
2.23K
$857K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
358+ 3.97% |
$97.2K - $125K
|
9.38K
$3.61M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
358+ 7.32% |
$97.2K - $125K
|
5.25K
$2.02M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
352+ 8.47% |
$95.6K - $123K
|
4.51K
$1.74M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
350+ 10.44% |
$95K - $122K
|
3.7K
$1.42M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
345+ 24.56% |
$93.7K - $120K
|
1.75K
$674K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
340+ 9.4% |
$92.3K - $118K
|
3.96K
$1.52M
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
337+ 1.71% |
$91.5K - $117K
|
20K
$7.71M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
335+ 67.27% |
$90.9K - $117K
|
833
$321K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
334+ 12.7% |
$90.7K - $116K
|
2.96K
$1.14M
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
312+ 5.63% |
$84.7K - $109K
|
5.85K
$2.25M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
308+ 29.31% |
$83.6K - $107K
|
1.36K
$523K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
296+ 32.28% |
$80.4K - $103K
|
1.21K
$467K
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
295+ 16.67% |
$80.1K - $103K
|
2.07K
$795K
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
280+ 8.93% |
$76K - $97.5K
|
3.42K
$1.31M
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
260+ 20.22% |
$70.6K - $90.5K
|
1.55K
$595K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
253+ 2.53% |
$68.7K - $88.1K
|
10.2K
$3.94M
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
243+ 1.94% |
$66K - $84.6K
|
12.8K
$4.92M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
236+ 3.58% |
$64.1K - $82.2K
|
6.83K
$2.63M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
235+ 3.25% |
$63.8K - $81.8K
|
7.47K
$2.88M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
211+ 4.77% |
$57.3K - $73.5K
|
4.64K
$1.79M
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
196+ 2.07% |
$53.2K - $68.3K
|
9.66K
$3.72M
|