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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16New |
$5.1K - $6.27K
|
16
$5.69K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15+ 0.45% |
$4.78K - $5.88K
|
3.33K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15New |
$4.78K - $5.88K
|
15
$5.34K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
14+ 1.04% |
$4.46K - $5.48K
|
1.36K
$485K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
13+ 0.56% |
$4.14K - $5.09K
|
2.33K
$829K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
12New |
$3.82K - $4.7K
|
12
$4.27K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 1.06% |
$3.19K - $3.92K
|
955
$340K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$3.19K - $3.92K
|
10
$3.56K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9+ 0.96% |
$2.87K - $3.53K
|
946
$337K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8+ 0.47% |
$2.55K - $3.13K
|
1.7K
$604K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.26% |
$2.23K - $2.74K
|
2.71K
$965K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$2.23K - $2.74K
|
7
$2.49K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.91K - $2.35K
|
4.36K
$1.55M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 0.25% |
$1.91K - $2.35K
|
2.41K
$857K
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$1.91K - $2.35K
|
6
$2.14K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.16% |
$1.91K - $2.35K
|
3.75K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.22% |
$1.91K - $2.35K
|
2.75K
$979K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 55.56% |
$1.59K - $1.96K
|
14
$4.98K
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
5+ 0.77% |
$1.59K - $1.96K
|
651
$232K
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5+ 0.22% |
$1.59K - $1.96K
|
2.31K
$821K
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
4+ 0.53% |
$1.27K - $1.57K
|
764
$272K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.21% |
$956 - $1.18K
|
1.45K
$517K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.21% |
$637 - $784
|
955
$340K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2+ 0.31% |
$637 - $784
|
642
$228K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2New |
$637 - $784
|
2
$712
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2+ 0.24% |
$637 - $784
|
821
$292K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$637 - $784
|
5.38K
$1.91M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.21% |
$637 - $784
|
972
$346K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2+ 0.08% |
$637 - $784
|
2.53K
$900K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.02% |
$319 - $392
|
4.33K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.62% |
$319 - $392
|
163
$58K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 3.57% |
$319 - $392
|
29
$10.3K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$319 - $392
|
425
$151K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$319 - $392
|
3.66K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1+ 0.18% |
$319 - $392
|
560
$199K
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.07% |
$319 - $392
|
1.38K
$492K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.13% |
$319 - $392
|
754
$268K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.78% |
$319 - $392
|
129
$45.9K
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.11% |
$319 - $392
|
929
$331K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.08% |
$319 - $392
|
1.29K
$458K
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1+ 0.07% |
$319 - $392
|
1.48K
$527K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2- 0.29% |
$637 - $784
|
696
$248K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3- 0.06% |
$956 - $1.18K
|
5.12K
$1.82M
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3- 0.07% |
$956 - $1.18K
|
4.57K
$1.63M
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-5- 0.11% |
$1.59K - $1.96K
|
4.36K
$1.55M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5- 0.22% |
$1.59K - $1.96K
|
2.23K
$792K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 0.06% |
$2.23K - $2.74K
|
12.6K
$4.49M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7- 0.82% |
$2.23K - $2.74K
|
851
$303K
|