Purchases and Sales Made in Q3 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
274+ 0.05% |
$72.8K - $81.3K
|
596K
$230M
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
267+ 0.66% |
$71K - $79.2K
|
40.4K
$15.6M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
257+ 367.14% |
$68.3K - $76.2K
|
327
$126K
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
235+ 1.81% |
$62.5K - $69.7K
|
13.2K
$5.08M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
221+ 7.38% |
$58.8K - $65.5K
|
3.22K
$1.24M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
217+ 32.98% |
$57.7K - $64.4K
|
875
$337K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
210New |
$55.8K - $62.3K
|
210
$80.9K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
205New |
$54.5K - $60.8K
|
205
$78.9K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
199+ 3.76% |
$52.9K - $59K
|
5.49K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
185+ 20.42% |
$49.2K - $54.9K
|
1.09K
$420K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
185+ 1.1% |
$49.2K - $54.9K
|
17K
$6.54M
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
180+ 14.77% |
$47.9K - $53.4K
|
1.4K
$539K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
175+ 4.05% |
$46.5K - $51.9K
|
4.49K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
174+ 7.79% |
$46.3K - $51.6K
|
2.41K
$927K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
149+ 745.0% |
$39.6K - $44.2K
|
169
$65.1K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
146+ 2.84% |
$38.8K - $43.3K
|
5.28K
$2.03M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
145+ 1.91% |
$38.5K - $43K
|
7.75K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
125+ 3.12% |
$33.2K - $37.1K
|
4.13K
$1.59M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
113+ 9.58% |
$30K - $33.5K
|
1.29K
$497K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
111+ 1.08% |
$29.5K - $32.9K
|
10.4K
$4M
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
109+ 2.91% |
$29K - $32.3K
|
3.85K
$1.48M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97+ 421.74% |
$25.8K - $28.8K
|
120
$46.2K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
93New |
$24.7K - $27.6K
|
93
$35.8K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
90+ 4.97% |
$23.9K - $26.7K
|
1.9K
$732K
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
76+ 4.61% |
$20.2K - $22.5K
|
1.72K
$664K
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
72+ 2.68% |
$19.1K - $21.4K
|
2.76K
$1.06M
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
67+ 1.47% |
$17.8K - $19.9K
|
4.64K
$1.78M
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
60+ 4.34% |
$16K - $17.8K
|
1.44K
$555K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
60+ 2.56% |
$16K - $17.8K
|
2.4K
$925K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54+ 0.93% |
$14.4K - $16K
|
5.87K
$2.26M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54+ 3.99% |
$14.4K - $16K
|
1.41K
$542K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50New |
$13.3K - $14.8K
|
50
$19.3K
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
48+ 1.94% |
$12.8K - $14.2K
|
2.53K
$973K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
45+ 1.65% |
$12K - $13.3K
|
2.77K
$1.06M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
45+ 0.22% |
$12K - $13.3K
|
20.2K
$7.79M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35New |
$9.3K - $10.4K
|
35
$13.5K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35+ 87.5% |
$9.3K - $10.4K
|
75
$28.9K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
34+ 1.63% |
$9.04K - $10.1K
|
2.13K
$818K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30+ 1.64% |
$7.98K - $8.9K
|
1.86K
$717K
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
26+ 0.29% |
$6.91K - $7.71K
|
8.92K
$3.43M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24+ 0.22% |
$6.38K - $7.12K
|
11K
$4.23M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
22+ 0.64% |
$5.85K - $6.52K
|
3.44K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20+ 0.25% |
$5.32K - $5.93K
|
8.06K
$3.1M
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
20+ 0.83% |
$5.32K - $5.93K
|
2.43K
$934K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18+ 1.69% |
$4.79K - $5.34K
|
1.08K
$417K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 0.1% |
$3.99K - $4.45K
|
15.3K
$5.89M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
11+ 1.3% |
$2.92K - $3.26K
|
856
$330K
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
11+ 0.11% |
$2.92K - $3.26K
|
9.75K
$3.75M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.8% |
$2.66K - $2.97K
|
1.26K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7+ 0.85% |
$1.86K - $2.08K
|
832
$320K
|