Purchases and Sales Made in Q4 2021 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.02% |
$309 - $356
|
6.17K
$2.27M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.07% |
$309 - $356
|
1.54K
$566K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$309 - $356
|
4.21K
$1.55M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1Closed |
$309 - $356
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4- 1.64% |
$1.24K - $1.42K
|
240
$88.4K
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5- 55.56% |
$1.55K - $1.78K
|
4
$1.47K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5- 0.38% |
$1.55K - $1.78K
|
1.32K
$487K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6- 0.63% |
$1.86K - $2.13K
|
949
$350K
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-7- 0.21% |
$2.16K - $2.49K
|
3.41K
$1.25M
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-7Closed |
$2.16K - $2.49K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-7- 4.0% |
$2.16K - $2.49K
|
168
$61.9K
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-8- 0.89% |
$2.47K - $2.85K
|
886
$326K
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-10- 1.3% |
$3.09K - $3.56K
|
762
$281K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12- 0.25% |
$3.71K - $4.27K
|
4.85K
$1.79M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14- 0.68% |
$4.33K - $4.98K
|
2.04K
$750K
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$6.18K - $7.11K
|
19.7K
$7.25M
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-20- 0.12% |
$6.18K - $7.11K
|
16.5K
$6.08M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20- 0.29% |
$6.18K - $7.11K
|
6.92K
$2.55M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22- 0.77% |
$6.8K - $7.82K
|
2.84K
$1.05M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-24- 2.47% |
$7.42K - $8.54K
|
949
$350K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-30- 0.83% |
$9.28K - $10.7K
|
3.59K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-32- 2.05% |
$9.89K - $11.4K
|
1.53K
$563K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-33- 2.24% |
$10.2K - $11.7K
|
1.44K
$531K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-35- 23.97% |
$10.8K - $12.4K
|
111
$40.9K
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-37- 0.34% |
$11.4K - $13.2K
|
11K
$4.05M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-37Closed |
$11.4K - $13.2K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-39- 30.95% |
$12.1K - $13.9K
|
87
$32.1K
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-40- 3.87% |
$12.4K - $14.2K
|
993
$366K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40Closed |
$12.4K - $14.2K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-40- 4.51% |
$12.4K - $14.2K
|
846
$312K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-41- 3.27% |
$12.7K - $14.6K
|
1.21K
$446K
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-50- 3.77% |
$15.5K - $17.8K
|
1.28K
$470K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50Closed |
$15.5K - $17.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-53- 0.95% |
$16.4K - $18.8K
|
5.54K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-56- 53.85% |
$17.3K - $19.9K
|
48
$17.7K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-62- 5.4% |
$19.2K - $22K
|
1.09K
$400K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-65- 1.75% |
$20.1K - $23.1K
|
3.66K
$1.35M
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-65- 7.67% |
$20.1K - $23.1K
|
782
$288K
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-65- 7.37% |
$20.1K - $23.1K
|
817
$301K
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-70- 9.99% |
$21.6K - $24.9K
|
631
$233K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-72- 0.31% |
$22.3K - $25.6K
|
23.3K
$8.58M
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-75- 50.0% |
$23.2K - $26.7K
|
75
$27.6K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76Closed |
$23.5K - $27K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-85- 1.79% |
$26.3K - $30.2K
|
4.66K
$1.72M
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-86Closed |
$26.6K - $30.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-100- 1.26% |
$30.9K - $35.6K
|
7.82K
$2.88M
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-102- 12.81% |
$31.5K - $36.3K
|
694
$256K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-103- 3.79% |
$31.8K - $36.6K
|
2.61K
$963K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-103- 3.95% |
$31.8K - $36.6K
|
2.5K
$923K
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-111- 1.62% |
$34.3K - $39.5K
|
6.73K
$2.48M
|