Purchases and Sales Made in Q4 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
308New |
$76.4K - $94.9K
|
308
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
301+ 4.87% |
$74.6K - $92.8K
|
6.48K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
299+ 2.39% |
$74.1K - $92.2K
|
12.8K
$4.37M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
284+ 10.26% |
$70.4K - $87.5K
|
3.05K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
278+ 2.23% |
$68.9K - $85.7K
|
12.7K
$4.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
277+ 15.45% |
$68.7K - $85.4K
|
2.07K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
271+ 797.06% |
$67.2K - $83.5K
|
305
$104K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
270New |
$66.9K - $83.2K
|
270
$92.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
263+ 17.56% |
$65.2K - $81.1K
|
1.76K
$602K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
240+ 3.63% |
$59.5K - $74K
|
6.86K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
237+ 9.86% |
$58.7K - $73.1K
|
2.64K
$902K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
235New |
$58.3K - $72.4K
|
235
$80.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
209New |
$51.8K - $64.4K
|
209
$71.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
205+ 17.8% |
$50.8K - $63.2K
|
1.36K
$464K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
194+ 5.01% |
$48.1K - $59.8K
|
4.07K
$1.39M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
192New |
$47.6K - $59.2K
|
192
$65.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
175+ 2.98% |
$43.4K - $53.9K
|
6.05K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 17.94% |
$38.9K - $48.4K
|
1.03K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
133+ 1.72% |
$33K - $41K
|
7.87K
$2.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
128+ 0.97% |
$31.7K - $39.5K
|
13.3K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
126New |
$31.2K - $38.8K
|
126
$43K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
120New |
$29.7K - $37K
|
120
$41K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
118+ 4.3% |
$29.3K - $36.4K
|
2.86K
$978K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
118+ 9.91% |
$29.3K - $36.4K
|
1.31K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
114+ 9.17% |
$28.3K - $35.1K
|
1.36K
$464K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
97+ 0.67% |
$24K - $29.9K
|
14.5K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
82+ 1.83% |
$20.3K - $25.3K
|
4.57K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
79+ 2.87% |
$19.6K - $24.4K
|
2.84K
$969K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
78+ 1.43% |
$19.3K - $24K
|
5.54K
$1.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
76New |
$18.8K - $23.4K
|
76
$26K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 14.54% |
$18.1K - $22.5K
|
575
$196K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68New |
$16.9K - $21K
|
68
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67+ 0.12% |
$16.6K - $20.7K
|
53.8K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 5.19% |
$16.1K - $20K
|
1.32K
$450K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
64+ 1.95% |
$15.9K - $19.7K
|
3.35K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
61+ 9.74% |
$15.1K - $18.8K
|
687
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
60+ 6.69% |
$14.9K - $18.5K
|
957
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$12.4K - $15.4K
|
50
$17.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
43New |
$10.7K - $13.3K
|
43
$14.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 9.39% |
$9.92K - $12.3K
|
466
$159K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35+ 5.22% |
$8.68K - $10.8K
|
706
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 163.16% |
$7.68K - $9.56K
|
50
$17.1K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
26+ 0.27% |
$6.45K - $8.01K
|
9.77K
$3.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24+ 2.25% |
$5.95K - $7.4K
|
1.09K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23+ 0.37% |
$5.7K - $7.09K
|
6.19K
$2.11M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 1.16% |
$5.45K - $6.78K
|
1.92K
$655K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
21+ 0.42% |
$5.21K - $6.47K
|
4.99K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
20+ 1.8% |
$4.96K - $6.16K
|
1.13K
$386K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
20New |
$4.96K - $6.16K
|
20
$6.83K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
20+ 0.32% |
$4.96K - $6.16K
|
6.26K
$2.14M
|