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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
536New |
$176K - $215K
|
536
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
535New |
$176K - $215K
|
535
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
535+ 22.04% |
$176K - $215K
|
2.96K
$907K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
456+ 16.36% |
$150K - $183K
|
3.24K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
446+ 49.06% |
$147K - $179K
|
1.36K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
440New |
$145K - $177K
|
440
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
433+ 155.2% |
$142K - $174K
|
712
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
411+ 60.18% |
$135K - $165K
|
1.09K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
408+ 0.34% |
$134K - $164K
|
122K
$37.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
405+ 31.74% |
$133K - $163K
|
1.68K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 50.0% |
$131K - $161K
|
1.2K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
368+ 751.02% |
$121K - $148K
|
417
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
338+ 12.5% |
$111K - $136K
|
3.04K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
328+ 3.19% |
$108K - $132K
|
10.6K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
314New |
$103K - $126K
|
314
$96.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
304New |
$99.9K - $122K
|
304
$93.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
294+ 10.63% |
$96.6K - $118K
|
3.06K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
278+ 8.03% |
$91.3K - $112K
|
3.74K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
252+ 1938.46% |
$82.8K - $101K
|
265
$81.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
241+ 2.33% |
$79.2K - $96.7K
|
10.6K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
237+ 1.45% |
$77.9K - $95.1K
|
16.6K
$5.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
229+ 13.24% |
$75.2K - $91.9K
|
1.96K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
227+ 21.58% |
$74.6K - $91.1K
|
1.28K
$392K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
224New |
$73.6K - $89.9K
|
224
$68.6K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
222+ 2.98% |
$72.9K - $89.1K
|
7.66K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
216+ 13.38% |
$71K - $86.7K
|
1.83K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
216+ 2.98% |
$71K - $86.7K
|
7.47K
$2.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
215+ 5.79% |
$70.6K - $86.3K
|
3.93K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215New |
$70.6K - $86.3K
|
215
$65.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
198New |
$65K - $79.5K
|
198
$60.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
197+ 0.8% |
$64.7K - $79.1K
|
24.7K
$7.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
182New |
$59.8K - $73K
|
182
$55.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
178+ 193.48% |
$58.5K - $71.4K
|
270
$82.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
177+ 4.48% |
$58.1K - $71K
|
4.13K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
177+ 9.52% |
$58.1K - $71K
|
2.04K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
170+ 27.73% |
$55.8K - $68.2K
|
783
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
162New |
$53.2K - $65K
|
162
$49.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
159+ 1.11% |
$52.2K - $63.8K
|
14.5K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
159+ 11.41% |
$52.2K - $63.8K
|
1.55K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
150+ 0.94% |
$49.3K - $60.2K
|
16.1K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
146New |
$48K - $58.6K
|
146
$44.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
140New |
$46K - $56.2K
|
140
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
138New |
$45.3K - $55.4K
|
138
$42.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
135+ 2.57% |
$44.3K - $54.2K
|
5.39K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
128+ 3.02% |
$42K - $51.4K
|
4.37K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
127New |
$41.7K - $51K
|
127
$38.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
104New |
$34.2K - $41.7K
|
104
$31.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
102+ 1.02% |
$33.5K - $40.9K
|
10.1K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
101+ 44.89% |
$33.2K - $40.5K
|
326
$99.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99+ 10.37% |
$32.5K - $39.7K
|
1.05K
$323K
|