Purchases and Sales Made in Q4 2024 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 2024. 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 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
35+ 1.37% |
$11.5K - $14K
|
2.59K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
34New |
$11.2K - $13.6K
|
34
$13.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31+ 22.46% |
$10.2K - $12.4K
|
169
$66K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30New |
$9.86K - $12K
|
30
$11.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
29+ 0.43% |
$9.53K - $11.6K
|
6.71K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
24+ 1.81% |
$7.88K - $9.63K
|
1.35K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
18+ 0.27% |
$5.91K - $7.22K
|
6.71K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18+ 0.55% |
$5.91K - $7.22K
|
3.27K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13+ 4.19% |
$4.27K - $5.22K
|
323
$126K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.28% |
$3.94K - $4.82K
|
4.36K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.25% |
$3.61K - $4.42K
|
4.35K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
10New |
$3.29K - $4.01K
|
10
$3.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8+ 0.48% |
$2.63K - $3.21K
|
1.69K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.42% |
$1.97K - $2.41K
|
1.45K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4+ 0.16% |
$1.31K - $1.61K
|
2.53K
$986K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.09% |
$986 - $1.2K
|
3.33K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.19% |
$657 - $803
|
1.04K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$329 - $401
|
5.25K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$329 - $401
|
424
$166K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1+ 0.17% |
$329 - $401
|
593
$232K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
1+ 0.13% |
$329 - $401
|
760
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.29% |
$329 - $401
|
344
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.16% |
$329 - $401
|
640
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.13% |
$329 - $401
|
799
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3- 13.04% |
$986 - $1.2K
|
20
$7.81K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4- 0.54% |
$1.31K - $1.61K
|
736
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.26% |
$1.31K - $1.61K
|
1.52K
$595K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-6- 0.42% |
$1.97K - $2.41K
|
1.41K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8- 4.04% |
$2.63K - $3.21K
|
190
$74.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8- 0.61% |
$2.63K - $3.21K
|
1.3K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10- 0.6% |
$3.29K - $4.01K
|
1.66K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11- 0.86% |
$3.61K - $4.42K
|
1.28K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12- 0.33% |
$3.94K - $4.82K
|
3.65K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 1.2% |
$5.26K - $6.42K
|
1.32K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-19- 2.24% |
$6.24K - $7.63K
|
828
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 7.12% |
$6.24K - $7.63K
|
248
$96.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-20- 0.26% |
$6.57K - $8.03K
|
7.75K
$3.03M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-22- 0.75% |
$7.23K - $8.83K
|
2.9K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-28- 13.53% |
$9.2K - $11.2K
|
179
$69.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-39- 0.29% |
$12.8K - $15.7K
|
13.6K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-40- 5.41% |
$13.1K - $16.1K
|
700
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-41- 0.96% |
$13.5K - $16.5K
|
4.24K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-48- 1.26% |
$15.8K - $19.3K
|
3.76K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-55- 10.44% |
$18.1K - $22.1K
|
472
$184K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-55- 4.49% |
$18.1K - $22.1K
|
1.17K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-55- 7.35% |
$18.1K - $22.1K
|
693
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-67- 1.53% |
$22K - $26.9K
|
4.33K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-72- 1.89% |
$23.7K - $28.9K
|
3.73K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-84- 8.51% |
$27.6K - $33.7K
|
903
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-87- 2.41% |
$28.6K - $34.9K
|
3.52K
$1.38M
|