Purchases and Sales Made in Q4 2022 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 2022. 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 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
292+ 2.52% |
$62.5K - $72K
|
11.9K
$4.63M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
291New |
$62.3K - $71.7K
|
291
$114K
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
280+ 7.44% |
$59.9K - $69K
|
4.04K
$1.58M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
279New |
$59.7K - $68.8K
|
279
$109K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
278+ 14.87% |
$59.5K - $68.5K
|
2.15K
$839K
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
276+ 2.4% |
$59.1K - $68K
|
11.8K
$4.6M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
262+ 25.0% |
$56.1K - $64.6K
|
1.31K
$512K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
248+ 32.72% |
$53.1K - $61.1K
|
1.01K
$393K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
237+ 4.72% |
$50.7K - $58.4K
|
5.25K
$2.05M
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
226+ 12.16% |
$48.4K - $55.7K
|
2.09K
$814K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
225+ 300.0% |
$48.1K - $55.5K
|
300
$117K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
215New |
$46K - $53K
|
215
$84K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215New |
$46K - $53K
|
215
$84K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
195+ 13.27% |
$41.7K - $48.1K
|
1.67K
$650K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
191New |
$40.9K - $47.1K
|
191
$74.6K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
190New |
$40.7K - $46.8K
|
190
$74.2K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
180+ 11.46% |
$38.5K - $44.4K
|
1.75K
$683K
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
177+ 6.2% |
$37.9K - $43.6K
|
3.03K
$1.18M
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
161+ 1.48% |
$34.4K - $39.7K
|
11.1K
$4.32M
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
160+ 1.14% |
$34.2K - $39.4K
|
14.3K
$5.56M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
159New |
$34K - $39.2K
|
159
$62.1K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
132+ 3.19% |
$28.2K - $32.5K
|
4.27K
$1.67M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
127+ 14.8% |
$27.2K - $31.3K
|
985
$385K
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
124+ 1.79% |
$26.5K - $30.6K
|
7.04K
$2.75M
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
116+ 1.74% |
$24.8K - $28.6K
|
6.78K
$2.65M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
115New |
$24.6K - $28.3K
|
115
$44.9K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90New |
$19.3K - $22.2K
|
90
$35.1K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
80New |
$17.1K - $19.7K
|
80
$31.2K
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
77+ 6.34% |
$16.5K - $19K
|
1.29K
$505K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
69New |
$14.8K - $17K
|
69
$26.9K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
63+ 1.03% |
$13.5K - $15.5K
|
6.16K
$2.41M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
62+ 2.78% |
$13.3K - $15.3K
|
2.29K
$895K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
62New |
$13.3K - $15.3K
|
62
$24.2K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
61New |
$13.1K - $15K
|
61
$23.8K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
60New |
$12.8K - $14.8K
|
60
$23.4K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
60+ 5.99% |
$12.8K - $14.8K
|
1.06K
$414K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
59+ 1.06% |
$12.6K - $14.5K
|
5.63K
$2.2M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
51+ 2.54% |
$10.9K - $12.6K
|
2.06K
$805K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
45+ 0.84% |
$9.63K - $11.1K
|
5.42K
$2.12M
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
42+ 0.43% |
$8.99K - $10.4K
|
9.72K
$3.79M
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
41+ 8.54% |
$8.77K - $10.1K
|
521
$203K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39+ 4.4% |
$8.34K - $9.61K
|
925
$361K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 2.79% |
$7.27K - $8.38K
|
1.25K
$489K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
29+ 1.75% |
$6.2K - $7.15K
|
1.69K
$658K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 9.82% |
$5.99K - $6.9K
|
313
$122K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 3.3% |
$4.49K - $5.18K
|
657
$257K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20New |
$4.28K - $4.93K
|
20
$7.81K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$3.21K - $3.7K
|
15
$5.86K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$2.14K - $2.46K
|
10
$3.9K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
10+ 0.29% |
$2.14K - $2.46K
|
3.46K
$1.35M
|