Purchases and Sales Made in Q3 2024 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
39New |
$11.4K - $13.3K
|
39
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
35+ 11.36% |
$10.2K - $12K
|
343
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
31+ 1.13% |
$9.05K - $10.6K
|
2.77K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
30+ 0.87% |
$8.76K - $10.3K
|
3.46K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 1.35% |
$8.76K - $10.3K
|
2.25K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
29New |
$8.46K - $9.92K
|
29
$11.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.99% |
$7.3K - $8.55K
|
2.56K
$998K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
24+ 2.3% |
$7.01K - $8.21K
|
1.07K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23New |
$6.71K - $7.86K
|
23
$8.98K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23+ 2.97% |
$6.71K - $7.86K
|
798
$312K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
21+ 1.11% |
$6.13K - $7.18K
|
1.91K
$746K
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
19+ 1.84% |
$5.55K - $6.5K
|
1.05K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
18+ 0.53% |
$5.25K - $6.15K
|
3.4K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 2.49% |
$5.25K - $6.15K
|
740
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18New |
$5.25K - $6.15K
|
18
$7.03K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
11+ 2.25% |
$3.21K - $3.76K
|
499
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
11+ 1.45% |
$3.21K - $3.76K
|
768
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9+ 0.82% |
$2.63K - $3.08K
|
1.11K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9New |
$2.63K - $3.08K
|
9
$3.51K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$2.34K - $2.74K
|
8
$3.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8+ 0.08% |
$2.34K - $2.74K
|
9.79K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$2.04K - $2.39K
|
7
$2.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.81% |
$2.04K - $2.39K
|
870
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$2.04K - $2.39K
|
2.49K
$973K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.75K - $2.05K
|
4.35K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4+ 0.17% |
$1.17K - $1.37K
|
2.29K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3+ 0.45% |
$876 - $1.03K
|
674
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.21% |
$876 - $1.03K
|
1.44K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.11% |
$292 - $342
|
924
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.07% |
$292 - $342
|
1.47K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1+ 0.07% |
$292 - $342
|
1.48K
$577K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
$292 - $342
|
1.12K
$439K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$292 - $342
|
423
$165K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$292 - $342
|
225
$87.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.13% |
$292 - $342
|
770
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.53% |
$292 - $342
|
189
$73.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$292 - $342
|
3.66K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 3.33% |
$292 - $342
|
29
$11.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1- 0.12% |
$292 - $342
|
819
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.33% |
$292 - $342
|
29
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 0.14% |
$292 - $342
|
701
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2- 0.16% |
$584 - $684
|
1.21K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2- 0.2% |
$584 - $684
|
996
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3- 0.3% |
$876 - $1.03K
|
987
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.33% |
$876 - $1.03K
|
909
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.11% |
$876 - $1.03K
|
2.75K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-3- 0.2% |
$876 - $1.03K
|
1.5K
$585K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.5% |
$1.75K - $2.05K
|
1.18K
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-7- 0.41% |
$2.04K - $2.39K
|
1.68K
$657K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7- 0.1% |
$2.04K - $2.39K
|
6.82K
$2.66M
|