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 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
18New |
$4.46K - $5.55K
|
18
$6.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18+ 0.37% |
$4.46K - $5.55K
|
4.9K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17+ 80.95% |
$4.21K - $5.24K
|
38
$14.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$3.72K - $4.62K
|
15
$5.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.09% |
$3.47K - $4.32K
|
15.3K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13+ 0.31% |
$3.22K - $4.01K
|
4.26K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
13+ 0.28% |
$3.22K - $4.01K
|
4.62K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12+ 4.55% |
$2.97K - $3.7K
|
276
$107K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
12+ 0.19% |
$2.97K - $3.7K
|
6.24K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
10+ 0.54% |
$2.48K - $3.08K
|
1.87K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10New |
$2.48K - $3.08K
|
10
$3.88K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 0.61% |
$2.48K - $3.08K
|
1.64K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9+ 0.15% |
$2.23K - $2.77K
|
5.9K
$2.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.49% |
$1.74K - $2.16K
|
1.44K
$559K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$1.74K - $2.16K
|
7
$2.72K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5+ 0.4% |
$1.24K - $1.54K
|
1.25K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.49% |
$992 - $1.23K
|
820
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.39% |
$992 - $1.23K
|
1.04K
$404K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3+ 0.24% |
$744 - $925
|
1.24K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3+ 0.2% |
$744 - $925
|
1.51K
$588K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.13% |
$496 - $616
|
1.51K
$586K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.16% |
$496 - $616
|
1.26K
$489K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.48% |
$496 - $616
|
421
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.63% |
$248 - $308
|
161
$62.5K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$248 - $308
|
1
$388
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.53% |
$248 - $308
|
188
$73K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$248 - $308
|
4.53K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$248 - $308
|
1.41K
$547K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.11% |
$248 - $308
|
910
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.05% |
$248 - $308
|
1.88K
$729K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-2- 0.24% |
$496 - $616
|
840
$326K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4- 1.75% |
$992 - $1.23K
|
225
$87.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 1.02% |
$992 - $1.23K
|
388
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5- 0.6% |
$1.24K - $1.54K
|
827
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-7- 0.31% |
$1.74K - $2.16K
|
2.25K
$873K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-7- 0.64% |
$1.74K - $2.16K
|
1.09K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 8.6% |
$1.98K - $2.47K
|
85
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 6.06% |
$3.47K - $4.32K
|
217
$84.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-14- 0.51% |
$3.47K - $4.32K
|
2.75K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-15- 0.71% |
$3.72K - $4.62K
|
2.11K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 0.05% |
$3.72K - $4.62K
|
29.9K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-16- 2.59% |
$3.97K - $4.93K
|
602
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.98% |
$4.21K - $5.24K
|
1.71K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19- 0.39% |
$4.71K - $5.86K
|
4.84K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22- 0.47% |
$5.45K - $6.78K
|
4.7K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-23- 1.17% |
$5.7K - $7.09K
|
1.95K
$758K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-24- 1.7% |
$5.95K - $7.4K
|
1.39K
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-25- 1.14% |
$6.2K - $7.71K
|
2.17K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-25- 1.66% |
$6.2K - $7.71K
|
1.48K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-25- 1.24% |
$6.2K - $7.71K
|
2K
$777K
|