Purchases and Sales Made in Q1 2024 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68+ 51.91% |
$19.9K - $21.6K
|
199
$70.8K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
64+ 0.21% |
$18.7K - $20.4K
|
30K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
61+ 6.46% |
$17.8K - $19.4K
|
1.01K
$358K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
60+ 4.71% |
$17.5K - $19.1K
|
1.33K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
59+ 1.29% |
$17.2K - $18.8K
|
4.63K
$1.65M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
57+ 6.7% |
$16.7K - $18.1K
|
908
$323K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
44+ 0.25% |
$12.9K - $14K
|
17.9K
$6.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
43+ 15.58% |
$12.6K - $13.7K
|
319
$114K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
41+ 1.8% |
$12K - $13K
|
2.31K
$823K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
40+ 5.87% |
$11.7K - $12.7K
|
722
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 8.58% |
$11.7K - $12.7K
|
506
$180K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
37+ 2.64% |
$10.8K - $11.8K
|
1.44K
$512K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 21.6% |
$10.2K - $11.1K
|
197
$70.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
34+ 1.2% |
$9.94K - $10.8K
|
2.87K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
33+ 4.2% |
$9.64K - $10.5K
|
819
$291K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31+ 2.28% |
$9.06K - $9.86K
|
1.39K
$494K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
30New |
$8.77K - $9.54K
|
30
$10.7K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
30+ 0.75% |
$8.77K - $9.54K
|
4.02K
$1.43M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
29New |
$8.48K - $9.23K
|
29
$10.3K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 600.0% |
$7.01K - $7.63K
|
28
$9.96K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
24+ 2.54% |
$7.01K - $7.63K
|
969
$345K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24New |
$7.01K - $7.63K
|
24
$8.54K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17+ 1.07% |
$4.97K - $5.41K
|
1.6K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
15+ 1.79% |
$4.38K - $4.77K
|
855
$304K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12+ 1.22% |
$3.51K - $3.82K
|
995
$354K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12+ 0.16% |
$3.51K - $3.82K
|
7.71K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10New |
$2.92K - $3.18K
|
10
$3.56K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7+ 1.04% |
$2.05K - $2.23K
|
683
$243K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7+ 1.04% |
$2.05K - $2.23K
|
679
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.75K - $1.91K
|
4.34K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5+ 0.22% |
$1.46K - $1.59K
|
2.29K
$815K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
4+ 0.06% |
$1.17K - $1.27K
|
6.55K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.21% |
$877 - $954
|
1.44K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.16% |
$585 - $636
|
1.26K
$448K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.14% |
$585 - $636
|
1.39K
$494K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.28% |
$585 - $636
|
708
$252K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.79% |
$292 - $318
|
128
$45.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$292 - $318
|
422
$150K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$292 - $318
|
14.2K
$5.04M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.06% |
$292 - $318
|
1.54K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.02% |
$292 - $318
|
4.62K
$1.64M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
1+ 0.14% |
$292 - $318
|
740
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.08% |
$292 - $318
|
1.18K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.13% |
$292 - $318
|
769
$274K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.07% |
$585 - $636
|
2.69K
$956K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.35% |
$585 - $636
|
573
$204K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 1.42% |
$877 - $954
|
209
$74.4K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5- 1.2% |
$1.46K - $1.59K
|
410
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6- 0.31% |
$1.75K - $1.91K
|
1.95K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-7- 0.25% |
$2.05K - $2.23K
|
2.75K
$977K
|