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 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-484- 23.34% |
$154K - $190K
|
1.59K
$566K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-504- 22.98% |
$161K - $197K
|
1.69K
$601K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-533- 3.52% |
$170K - $209K
|
14.6K
$5.21M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-589- 6.37% |
$188K - $231K
|
8.66K
$3.08M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-602- 19.78% |
$192K - $236K
|
2.44K
$869K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-604- 13.75% |
$192K - $237K
|
3.79K
$1.35M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-605- 3.52% |
$193K - $237K
|
16.6K
$5.91M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-610- 0.94% |
$194K - $239K
|
64.6K
$23M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-632- 13.98% |
$201K - $248K
|
3.89K
$1.38M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-633- 4.37% |
$202K - $248K
|
13.9K
$4.93M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-783- 55.97% |
$249K - $307K
|
616
$219K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-966- 25.54% |
$308K - $378K
|
2.82K
$1M
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-998- 50.0% |
$318K - $391K
|
998
$355K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.01K- 4.91% |
$320K - $394K
|
19.5K
$6.92M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 11.51% |
$337K - $414K
|
8.13K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.11K- 42.95% |
$354K - $435K
|
1.48K
$525K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 2.71% |
$385K - $474K
|
43.3K
$15.4M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.29K- 1.54% |
$410K - $504K
|
82.4K
$29.3M
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.33K- 37.5% |
$424K - $521K
|
2.22K
$789K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.34K- 32.5% |
$427K - $526K
|
2.79K
$992K
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 7.76% |
$429K - $527K
|
16K
$5.69M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 6.77% |
$433K - $532K
|
18.7K
$6.65M
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.44K- 3.94% |
$459K - $565K
|
35.1K
$12.5M
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.53K- 11.03% |
$488K - $600K
|
12.4K
$4.4M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.55K- 5.72% |
$493K - $606K
|
25.5K
$9.07M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.59K- 29.51% |
$507K - $623K
|
3.8K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.75K- 3.23% |
$557K - $685K
|
52.5K
$18.7M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 15.57% |
$631K - $776K
|
10.7K
$3.82M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.1K- 75.41% |
$668K - $822K
|
684
$243K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.19K- 29.27% |
$696K - $856K
|
5.28K
$1.88M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.23K- 50.28% |
$711K - $874K
|
2.21K
$785K
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-2.24K- 52.78% |
$713K - $878K
|
2K
$713K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.39K- 46.65% |
$760K - $935K
|
2.73K
$971K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.25KClosed |
$1.03M - $1.27M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.48K- 14.69% |
$1.11M - $1.36M
|
20.2K
$7.19M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.5K- 34.47% |
$1.11M - $1.37M
|
6.65K
$2.37M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.66K- 8.65% |
$1.16M - $1.43M
|
38.6K
$13.7M
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.09K- 38.48% |
$1.3M - $1.6M
|
6.54K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.62K- 87.48% |
$1.47M - $1.81M
|
661
$235K
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.9K- 47.69% |
$1.56M - $1.92M
|
5.37K
$1.91M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.84K- 42.87% |
$1.86M - $2.29M
|
7.78K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.37K- 52.37% |
$2.03M - $2.5M
|
5.8K
$2.06M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.62K- 3.71% |
$2.11M - $2.59M
|
172K
$61.1M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.48K- 52.62% |
$2.7M - $3.32M
|
7.64K
$2.72M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.87K- 83.86% |
$2.83M - $3.48M
|
1.71K
$608K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.57K- 46.82% |
$3.05M - $3.75M
|
10.9K
$3.87M
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-10.1K- 47.22% |
$3.22M - $3.96M
|
11.3K
$4.02M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-13K- 31.43% |
$4.15M - $5.11M
|
28.5K
$10.1M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 21.34% |
$4.49M - $5.52M
|
51.9K
$18.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.3K- 17.13% |
$4.57M - $5.62M
|
69.4K
$24.7M
|