Purchases and Sales Made in Q2 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.06KNew |
$257K - $299K
|
1.06K
$407K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.01KNew |
$247K - $287K
|
1.01K
$390K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
924New |
$225K - $262K
|
924
$356K
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
914New |
$223K - $259K
|
914
$352K
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
906New |
$221K - $257K
|
906
$349K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
904+ 2.76% |
$220K - $256K
|
33.6K
$12.9M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
899+ 17.09% |
$219K - $255K
|
6.16K
$2.37M
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
880+ 3.78% |
$214K - $249K
|
24.2K
$9.31M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
827+ 14.32% |
$201K - $234K
|
6.6K
$2.54M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
808New |
$197K - $229K
|
808
$311K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
802New |
$195K - $227K
|
802
$309K
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
800New |
$195K - $227K
|
800
$308K
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
786New |
$191K - $223K
|
786
$303K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
765New |
$186K - $217K
|
765
$295K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
759New |
$185K - $215K
|
759
$292K
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
732New |
$178K - $207K
|
732
$282K
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
725New |
$177K - $205K
|
725
$279K
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
720New |
$175K - $204K
|
720
$277K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
716New |
$174K - $203K
|
716
$276K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
716New |
$174K - $203K
|
716
$276K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
716+ 17.28% |
$174K - $203K
|
4.86K
$1.87M
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
715New |
$174K - $202K
|
715
$275K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
701+ 3.54% |
$171K - $199K
|
20.5K
$7.88M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
648+ 27.66% |
$158K - $184K
|
2.99K
$1.15M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
645+ 5.24% |
$157K - $183K
|
13K
$4.99M
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
641+ 2.92% |
$156K - $182K
|
22.6K
$8.7M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
632New |
$154K - $179K
|
632
$243K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
629+ 51.9% |
$153K - $178K
|
1.84K
$709K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
616+ 10.59% |
$150K - $174K
|
6.43K
$2.48M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
612+ 3.03% |
$149K - $173K
|
20.8K
$8.02M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
512+ 31.11% |
$125K - $145K
|
2.16K
$831K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
512+ 6.02% |
$125K - $145K
|
9.01K
$3.47M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
480+ 44.12% |
$117K - $136K
|
1.57K
$604K
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
478+ 4.88% |
$116K - $135K
|
10.3K
$3.96M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
475New |
$116K - $135K
|
475
$183K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
445+ 13.55% |
$108K - $126K
|
3.73K
$1.44M
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
395New |
$96.2K - $112K
|
395
$152K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
394+ 3.74% |
$95.9K - $112K
|
10.9K
$4.21M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
386+ 6.42% |
$94K - $109K
|
6.4K
$2.46M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
379+ 12.01% |
$92.3K - $107K
|
3.54K
$1.36M
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
372+ 2.41% |
$90.6K - $105K
|
15.8K
$6.09M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
365+ 20.36% |
$88.9K - $103K
|
2.16K
$831K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
339+ 2.27% |
$82.5K - $96K
|
15.3K
$5.88M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
337+ 8.47% |
$82.1K - $95.4K
|
4.32K
$1.66M
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
335+ 1.84% |
$81.6K - $94.9K
|
18.6K
$7.16M
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
331+ 1.65% |
$80.6K - $93.7K
|
20.3K
$7.83M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
310+ 9.89% |
$75.5K - $87.8K
|
3.44K
$1.33M
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
304+ 4.3% |
$74K - $86.1K
|
7.38K
$2.84M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
290+ 5.25% |
$70.6K - $82.1K
|
5.82K
$2.24M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
268New |
$65.3K - $75.9K
|
268
$103K
|