Purchases and Sales Made in Q4 2023 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
40+ 17.24% |
$7.01K - $7.68K
|
272
$60.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
37+ 0.39% |
$6.48K - $7.1K
|
9.59K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36New |
$6.3K - $6.91K
|
36
$7.96K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 1.47% |
$6.13K - $6.72K
|
2.42K
$535K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 8.5% |
$5.95K - $6.53K
|
434
$96K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
29+ 0.63% |
$5.08K - $5.57K
|
4.62K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
22+ 1.59% |
$3.85K - $4.22K
|
1.41K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
22+ 59.46% |
$3.85K - $4.22K
|
59
$13K
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
22+ 0.57% |
$3.85K - $4.22K
|
3.9K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 0.98% |
$3.68K - $4.03K
|
2.17K
$479K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 36.36% |
$3.5K - $3.84K
|
75
$16.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
20New |
$3.5K - $3.84K
|
20
$4.42K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
19+ 1.89% |
$3.33K - $3.65K
|
1.02K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19+ 1.5% |
$3.33K - $3.65K
|
1.29K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
18+ 0.13% |
$3.15K - $3.46K
|
14K
$3.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 1.59% |
$2.28K - $2.5K
|
831
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
13+ 0.15% |
$2.28K - $2.5K
|
8.5K
$1.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 3.43% |
$2.1K - $2.3K
|
362
$80.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11+ 0.13% |
$1.93K - $2.11K
|
8.34K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
11+ 10.09% |
$1.93K - $2.11K
|
120
$26.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
8New |
$1.4K - $1.54K
|
8
$1.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.55% |
$1.23K - $1.34K
|
1.29K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 1.64% |
$1.23K - $1.34K
|
435
$96.2K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.32% |
$1.05K - $1.15K
|
1.87K
$414K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6New |
$1.05K - $1.15K
|
6
$1.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.06% |
$876 - $960
|
8.28K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.4% |
$876 - $960
|
1.27K
$280K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.91% |
$876 - $960
|
554
$123K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
4+ 0.13% |
$701 - $768
|
3.1K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4+ 0.23% |
$701 - $768
|
1.72K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.18% |
$701 - $768
|
2.22K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
4+ 0.27% |
$701 - $768
|
1.47K
$324K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.29% |
$350 - $384
|
690
$153K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 1.53% |
$350 - $384
|
133
$29.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
2+ 0.04% |
$350 - $384
|
5.59K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.15% |
$350 - $384
|
1.3K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.04% |
$175 - $192
|
2.43K
$538K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.67% |
$175 - $192
|
61
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 1.61% |
$175 - $192
|
63
$13.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.28% |
$175 - $192
|
358
$79.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1+ 1.14% |
$175 - $192
|
89
$19.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.37% |
$175 - $192
|
269
$59.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1- 3.03% |
$175 - $192
|
32
$7.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2- 0.15% |
$350 - $384
|
1.37K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.14% |
$350 - $384
|
1.41K
$313K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3- 0.17% |
$525 - $576
|
1.8K
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 10.2% |
$876 - $960
|
44
$9.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-7- 63.64% |
$1.23K - $1.34K
|
4
$885
|