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 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-125- 9.45% |
$31K - $38.5K
|
1.2K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125- 0.96% |
$31K - $38.5K
|
13K
$5.03M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-127- 2.64% |
$31.5K - $39.1K
|
4.69K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-130- 4.38% |
$32.2K - $40.1K
|
2.84K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-132- 1.73% |
$32.7K - $40.7K
|
7.49K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-135- 3.27% |
$33.5K - $41.6K
|
3.99K
$1.55M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-145- 2.31% |
$35.9K - $44.7K
|
6.13K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-149- 1.6% |
$36.9K - $45.9K
|
9.15K
$3.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-159- 15.06% |
$39.4K - $49K
|
897
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-159- 1.63% |
$39.4K - $49K
|
9.62K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-168- 4.21% |
$41.6K - $51.8K
|
3.83K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-180- 4.5% |
$44.6K - $55.5K
|
3.82K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-182- 0.89% |
$45.1K - $56.1K
|
20.2K
$7.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-188- 4.35% |
$46.6K - $57.9K
|
4.13K
$1.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-194- 20.44% |
$48.1K - $59.8K
|
755
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-196- 59.94% |
$48.6K - $60.4K
|
131
$50.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-200- 20.51% |
$49.6K - $61.6K
|
775
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-209- 5.79% |
$51.8K - $64.4K
|
3.4K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-209- 16.6% |
$51.8K - $64.4K
|
1.05K
$408K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-237- 3.49% |
$58.7K - $73.1K
|
6.55K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-238- 5.96% |
$59K - $73.4K
|
3.76K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-241- 7.5% |
$59.7K - $74.3K
|
2.97K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-265- 17.26% |
$65.7K - $81.7K
|
1.27K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-267- 55.74% |
$66.2K - $82.3K
|
212
$82.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-271- 88.85% |
$67.2K - $83.5K
|
34
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-278- 5.06% |
$68.9K - $85.7K
|
5.21K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-294- 0.82% |
$72.9K - $90.6K
|
35.7K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-297- 4.51% |
$73.6K - $91.5K
|
6.29K
$2.44M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-298- 3.95% |
$73.9K - $91.9K
|
7.25K
$2.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-300- 55.05% |
$74.4K - $92.5K
|
245
$95.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-301- 5.65% |
$74.6K - $92.8K
|
5.02K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-326- 14.94% |
$80.8K - $100K
|
1.86K
$721K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-334- 9.08% |
$82.8K - $103K
|
3.34K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-336- 29.07% |
$83.3K - $104K
|
820
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-369- 3.55% |
$91.5K - $114K
|
10K
$3.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-411- 11.97% |
$102K - $127K
|
3.02K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-428- 8.11% |
$106K - $132K
|
4.85K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-430- 33.2% |
$107K - $133K
|
865
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-449- 8.84% |
$111K - $138K
|
4.63K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-459- 85.0% |
$114K - $141K
|
81
$31.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-461- 13.34% |
$114K - $142K
|
3K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-493- 6.47% |
$122K - $152K
|
7.13K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-507- 9.41% |
$126K - $156K
|
4.88K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-546- 18.78% |
$135K - $168K
|
2.36K
$918K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-600- 21.52% |
$149K - $185K
|
2.19K
$850K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-604- 2.92% |
$150K - $186K
|
20.1K
$7.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-609- 1.79% |
$151K - $188K
|
33.4K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-679- 14.24% |
$168K - $209K
|
4.09K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-725- 3.58% |
$180K - $223K
|
19.5K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-812- 33.64% |
$201K - $250K
|
1.6K
$622K
|