Purchases and Sales Made in Q1 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
20+ 0.21% |
$4.36K - $5.3K
|
9.74K
$3.8M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18New |
$3.92K - $4.77K
|
18
$7.03K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16+ 1.65% |
$3.48K - $4.24K
|
986
$385K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11New |
$2.4K - $2.92K
|
11
$4.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
10+ 0.29% |
$2.18K - $2.65K
|
3.47K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9New |
$1.96K - $2.39K
|
9
$3.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
8+ 0.26% |
$1.74K - $2.12K
|
3.04K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8New |
$1.74K - $2.12K
|
8
$3.12K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.1% |
$1.09K - $1.33K
|
5.2K
$2.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.28% |
$871 - $1.06K
|
1.43K
$558K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4+ 0.35% |
$871 - $1.06K
|
1.15K
$450K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
3+ 12.5% |
$653 - $795
|
27
$10.5K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.14% |
$653 - $795
|
2.09K
$815K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.25% |
$436 - $530
|
814
$318K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.13% |
$436 - $530
|
1.54K
$599K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$218 - $265
|
2.09K
$816K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$218 - $265
|
5.48K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.63% |
$218 - $265
|
160
$62.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.36% |
$218 - $265
|
280
$109K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$218 - $265
|
658
$257K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$218 - $265
|
418
$163K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.27% |
$218 - $265
|
80
$31.2K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$218 - $265
|
2.91K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.16% |
$218 - $265
|
627
$245K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3- 0.21% |
$653 - $795
|
1.45K
$565K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 3.51% |
$871 - $1.06K
|
110
$43K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-5- 0.11% |
$1.09K - $1.33K
|
4.58K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.41% |
$1.09K - $1.33K
|
1.21K
$473K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7- 0.37% |
$1.52K - $1.86K
|
1.89K
$738K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9- 0.97% |
$1.96K - $2.39K
|
916
$358K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16- 0.8% |
$3.48K - $4.24K
|
1.99K
$777K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16- 0.27% |
$3.48K - $4.24K
|
5.87K
$2.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-20- 1.04% |
$4.36K - $5.3K
|
1.91K
$744K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-24- 6.59% |
$5.23K - $6.36K
|
340
$133K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 11.16% |
$5.23K - $6.36K
|
191
$74.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 0.17% |
$5.44K - $6.63K
|
14.5K
$5.67M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-25- 7.99% |
$5.44K - $6.63K
|
288
$112K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26- 0.79% |
$5.66K - $6.89K
|
3.25K
$1.27M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-29Closed |
$6.32K - $7.69K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-32- 1.55% |
$6.97K - $8.49K
|
2.03K
$793K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-32- 1.79% |
$6.97K - $8.49K
|
1.75K
$685K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-41- 0.87% |
$8.93K - $10.9K
|
4.67K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-42- 5.71% |
$9.15K - $11.1K
|
693
$271K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-43- 2.81% |
$9.36K - $11.4K
|
1.49K
$581K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-45- 1.92% |
$9.8K - $11.9K
|
2.29K
$895K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-46- 1.63% |
$10K - $12.2K
|
2.77K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-49- 3.59% |
$10.7K - $13K
|
1.32K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-51- 14.21% |
$11.1K - $13.5K
|
308
$120K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-52- 0.53% |
$11.3K - $13.8K
|
9.74K
$3.8M
|