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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
260+ 3.35% |
$63.3K - $73.6K
|
8.02K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
252+ 8.38% |
$61.4K - $71.4K
|
3.26K
$1.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
250+ 19.9% |
$60.9K - $70.8K
|
1.51K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
250+ 4.52% |
$60.9K - $70.8K
|
5.78K
$2.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
226+ 8.69% |
$55K - $64K
|
2.83K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
222New |
$54.1K - $62.9K
|
222
$86.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
201+ 5.79% |
$48.9K - $56.9K
|
3.67K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
190+ 190.0% |
$46.3K - $53.8K
|
290
$113K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
166+ 2.88% |
$40.4K - $47K
|
5.93K
$2.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
161+ 34.33% |
$39.2K - $45.6K
|
630
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
137+ 7.11% |
$33.4K - $38.8K
|
2.06K
$801K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
137+ 3.09% |
$33.4K - $38.8K
|
4.57K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
136+ 10.92% |
$33.1K - $38.5K
|
1.38K
$536K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
125+ 2.11% |
$30.4K - $35.4K
|
6.05K
$2.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 36.87% |
$30.4K - $35.4K
|
464
$180K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
116New |
$28.2K - $32.9K
|
116
$45.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
103New |
$25.1K - $29.2K
|
103
$40K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
84+ 10.07% |
$20.5K - $23.8K
|
918
$357K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
83+ 1.35% |
$20.2K - $23.5K
|
6.23K
$2.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
74+ 1.88% |
$18K - $21K
|
4K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
73+ 0.9% |
$17.8K - $20.7K
|
8.14K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
71+ 1.99% |
$17.3K - $20.1K
|
3.63K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
71+ 1.99% |
$17.3K - $20.1K
|
3.63K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
69+ 8.01% |
$16.8K - $19.5K
|
930
$361K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
67+ 5.2% |
$16.3K - $19K
|
1.36K
$526K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 0.2% |
$12.9K - $15K
|
26.5K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 61.33% |
$11.2K - $13K
|
121
$47K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 2.78% |
$11K - $12.7K
|
1.67K
$647K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
39+ 1.28% |
$9.5K - $11K
|
3.08K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 1.58% |
$9.5K - $11K
|
2.5K
$972K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 112.12% |
$9.01K - $10.5K
|
70
$27.2K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
36New |
$8.77K - $10.2K
|
36
$14K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
30+ 0.18% |
$7.31K - $8.5K
|
16.4K
$6.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$7.31K - $8.5K
|
30
$11.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.54% |
$6.82K - $7.93K
|
5.23K
$2.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$6.09K - $7.08K
|
25
$9.71K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
25+ 1.6% |
$6.09K - $7.08K
|
1.59K
$616K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19New |
$4.63K - $5.38K
|
19
$7.38K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 2.15% |
$4.38K - $5.1K
|
856
$333K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$4.14K - $4.81K
|
17
$6.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15New |
$3.65K - $4.25K
|
15
$5.83K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
10+ 1.2% |
$2.44K - $2.83K
|
845
$328K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 0.05% |
$2.44K - $2.83K
|
20.2K
$7.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
7+ 0.33% |
$1.7K - $1.98K
|
2.16K
$837K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2+ 0.2% |
$487 - $566
|
988
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$244 - $283
|
4.58K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 9.09% |
$244 - $283
|
10
$3.88K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.08% |
$487 - $566
|
2.41K
$937K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 4.55% |
$1.22K - $1.42K
|
105
$40.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8- 0.5% |
$1.95K - $2.27K
|
1.59K
$618K
|