Purchases and Sales Made in Q2 2023 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD CONSUMER STAPLES ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
100+ 6.87% |
$18.9K - $20.1K
|
1.56K
$333K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$18.9K - $20.1K
|
100
$21.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
97+ 7.84% |
$18.4K - $19.5K
|
1.34K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 2.03% |
$18.4K - $19.5K
|
4.89K
$1.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
97+ 0.96% |
$18.4K - $19.5K
|
10.2K
$2.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
95New |
$18K - $19.1K
|
95
$20.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
94+ 2.3% |
$17.8K - $18.9K
|
4.18K
$895K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
92+ 1.42% |
$17.4K - $18.5K
|
6.56K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
84+ 0.5% |
$15.9K - $16.9K
|
17K
$3.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
82+ 27.15% |
$15.5K - $16.5K
|
384
$82.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
72+ 2.71% |
$13.6K - $14.5K
|
2.73K
$584K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
70+ 0.95% |
$13.3K - $14.1K
|
7.41K
$1.58M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
70+ 0.95% |
$13.3K - $14.1K
|
7.41K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
68+ 0.47% |
$12.9K - $13.7K
|
14.7K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
67New |
$12.7K - $13.5K
|
67
$14.3K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
66+ 0.53% |
$12.5K - $13.3K
|
12.4K
$2.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
66+ 0.45% |
$12.5K - $13.3K
|
14.6K
$3.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
64+ 1.34% |
$12.1K - $12.9K
|
4.83K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
63+ 0.43% |
$11.9K - $12.7K
|
14.8K
$3.16M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
62+ 2.83% |
$11.7K - $12.4K
|
2.25K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
54New |
$10.2K - $10.8K
|
54
$11.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
53+ 0.27% |
$10K - $10.6K
|
19.7K
$4.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 0.28% |
$9.47K - $10K
|
18K
$3.85M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
49+ 0.2% |
$9.28K - $9.84K
|
24.6K
$5.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
46+ 1.0% |
$8.71K - $9.24K
|
4.62K
$989K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44+ 1.53% |
$8.33K - $8.84K
|
2.93K
$627K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
44+ 0.52% |
$8.33K - $8.84K
|
8.56K
$1.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
37+ 0.46% |
$7.01K - $7.43K
|
8K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
37+ 1.68% |
$7.01K - $7.43K
|
2.24K
$480K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 2.19% |
$6.44K - $6.83K
|
1.59K
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29+ 0.58% |
$5.49K - $5.82K
|
5.07K
$1.08M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28New |
$5.3K - $5.62K
|
28
$5.99K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 13.0% |
$4.92K - $5.22K
|
226
$48.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
26+ 12.38% |
$4.92K - $5.22K
|
236
$50.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
20+ 0.39% |
$3.79K - $4.02K
|
5.17K
$1.11M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 0.85% |
$3.6K - $3.82K
|
2.26K
$483K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17+ 1.2% |
$3.22K - $3.41K
|
1.43K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
16+ 0.63% |
$3.03K - $3.21K
|
2.54K
$544K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11+ 2.62% |
$2.08K - $2.21K
|
431
$92.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.15% |
$1.89K - $2.01K
|
6.89K
$1.47M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10+ 0.57% |
$1.89K - $2.01K
|
1.77K
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.77% |
$1.51K - $1.61K
|
1.05K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7+ 4.32% |
$1.33K - $1.41K
|
169
$36.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.22% |
$1.33K - $1.41K
|
3.21K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6+ 2.33% |
$1.14K - $1.2K
|
263
$56.3K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.46% |
$757 - $803
|
874
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4+ 0.0% |
$757 - $803
|
99.1K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.15% |
$379 - $402
|
1.32K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2+ 0.08% |
$379 - $402
|
2.53K
$542K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|