Purchases and Sales Made in Q1 2025 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
137New |
$43.6K - $53.7K
|
137
$48.8K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
137+ 1.34% |
$43.6K - $53.7K
|
10.4K
$3.69M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
132+ 3.96% |
$42K - $51.7K
|
3.46K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
129+ 0.99% |
$41.1K - $50.5K
|
13.2K
$4.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
129+ 1.54% |
$41.1K - $50.5K
|
8.53K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
122+ 0.57% |
$38.9K - $47.8K
|
21.5K
$7.66M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
122+ 2.75% |
$38.9K - $47.8K
|
4.55K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
105+ 14.25% |
$33.4K - $41.1K
|
842
$300K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
105+ 1.29% |
$33.4K - $41.1K
|
8.27K
$2.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
105+ 5.74% |
$33.4K - $41.1K
|
1.94K
$689K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 5.35% |
$33.4K - $41.1K
|
2.07K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
100+ 17.57% |
$31.9K - $39.2K
|
669
$238K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$31.9K - $39.2K
|
100
$35.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
99+ 12.39% |
$31.5K - $38.8K
|
898
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
97+ 1.74% |
$30.9K - $38K
|
5.68K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92+ 6.08% |
$29.3K - $36K
|
1.61K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
91+ 3.4% |
$29K - $35.6K
|
2.77K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
88New |
$28K - $34.5K
|
88
$31.3K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
86+ 15.17% |
$27.4K - $33.7K
|
653
$232K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
83+ 16.63% |
$26.4K - $32.5K
|
582
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 2.16% |
$25.8K - $31.7K
|
3.84K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 8.39% |
$25.8K - $31.7K
|
1.05K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
81+ 2.75% |
$25.8K - $31.7K
|
3.03K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75+ 7.85% |
$23.9K - $29.4K
|
1.03K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
70+ 7.38% |
$22.3K - $27.4K
|
1.02K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
69+ 0.21% |
$22K - $27K
|
33.4K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
69+ 2.0% |
$22K - $27K
|
3.52K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
65+ 0.36% |
$20.7K - $25.5K
|
18K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
64+ 5.99% |
$20.4K - $25.1K
|
1.13K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
64+ 24.15% |
$20.4K - $25.1K
|
329
$117K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
58+ 6.14% |
$18.5K - $22.7K
|
1K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
54+ 1.24% |
$17.2K - $21.2K
|
4.4K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
53+ 3.23% |
$16.9K - $20.8K
|
1.7K
$603K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
50+ 6.33% |
$15.9K - $19.6K
|
840
$299K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
47+ 5.97% |
$15K - $18.4K
|
834
$297K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
45+ 2.29% |
$14.3K - $17.6K
|
2.01K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
42+ 5.9% |
$13.4K - $16.5K
|
754
$268K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40+ 1.16% |
$12.7K - $15.7K
|
3.48K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
38+ 0.51% |
$12.1K - $14.9K
|
7.55K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37+ 1.74% |
$11.8K - $14.5K
|
2.17K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
36+ 3.73% |
$11.5K - $14.1K
|
1K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.57% |
$10.2K - $12.5K
|
1.28K
$454K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.28% |
$10.2K - $12.5K
|
11.5K
$4.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30+ 17.75% |
$9.56K - $11.8K
|
199
$70.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.14% |
$8.92K - $11K
|
19.9K
$7.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 19.18% |
$8.92K - $11K
|
174
$61.9K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
28+ 1.26% |
$8.92K - $11K
|
2.25K
$802K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
23+ 2.78% |
$7.33K - $9.01K
|
851
$303K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
20New |
$6.37K - $7.84K
|
20
$7.12K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
16+ 0.24% |
$5.1K - $6.27K
|
6.72K
$2.39M
|