Latest Institutional Transactions on Vanguard Consumer Discretionar (VCR)
This table provides information on the latest institutional transactions involving Vanguard Consumer Discretionar (VCR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
359+ 49.52% |
$105K - $123K
|
1.08K
$398K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.33% |
$292 - $342
|
29
$10.7K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
619New |
$181K - $212K
|
619
$227K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
122+ 29.61% |
$35.6K - $41.7K
|
534
$196K
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1- 0.12% |
$292 - $342
|
819
$301K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 20.15% |
$7.88K - $9.23K
|
107
$39.3K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-180- 49.72% |
$52.5K - $61.5K
|
182
$66.8K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
871New |
$254K - $298K
|
871
$320K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$2.04K - $2.39K
|
2.49K
$915K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 3.33% |
$292 - $342
|
29
$10.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.23K- 3.99% |
$650K - $762K
|
53.6K
$19.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.08K- 2.39% |
$314K - $368K
|
43.9K
$16.1M
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
67.9KNew |
$19.8M - $23.2M
|
67.9K
$24.9M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
660New |
$193K - $226K
|
660
$242K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
617New |
$180K - $211K
|
617
$227K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
945New |
$276K - $323K
|
945
$347K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-53- 0.47% |
$15.5K - $18.1K
|
11.3K
$4.15M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42+ 1.53% |
$12.3K - $14.4K
|
2.8K
$1.03M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
585+ 5.44% |
$171K - $200K
|
11.3K
$4.16M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-320- 82.05% |
$93.4K - $109K
|
70
$25.7K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
39New |
$11.4K - $13.3K
|
39
$14.3K
|
|
Q2 2024 | |||||||
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
20New |
$5.84K - $6.32K
|
20
$7.35K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32New |
$9.34K - $10.1K
|
32
$11.8K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-473- 7.14% |
$138K - $149K
|
6.15K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22.1K- 96.41% |
$6.45M - $6.98M
|
822
$302K
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1KNew |
$292K - $316K
|
1K
$367K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 25.13% |
$14.6K - $15.8K
|
149
$54.7K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$4.38K - $4.74K
|
15
$5.51K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45New |
$13.1K - $14.2K
|
45
$16.5K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
669New |
$195K - $211K
|
669
$246K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
126New |
$36.8K - $39.8K
|
126
$46.3K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-169- 11.43% |
$49.4K - $53.4K
|
1.31K
$481K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-35- 17.77% |
$10.2K - $11.1K
|
162
$59.5K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
40New |
$11.7K - $12.6K
|
40
$14.7K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-48- 32.43% |
$14K - $15.2K
|
100
$36.7K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
415New |
$121K - $131K
|
415
$152K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
886New |
$259K - $280K
|
886
$325K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-20- 0.45% |
$5.84K - $6.32K
|
4.39K
$1.61M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$33.3K - $36K
|
114
$41.9K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-55- 3.21% |
$16.1K - $17.4K
|
1.66K
$608K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
500New |
$146K - $158K
|
500
$184K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
433New |
$126K - $137K
|
433
$159K
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-125- 45.45% |
$36.5K - $39.5K
|
150
$55.1K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6New |
$1.75K - $1.9K
|
6
$2.2K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-234- 26.71% |
$68.3K - $73.9K
|
642
$236K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-25- 49.02% |
$7.3K - $7.9K
|
26
$9.55K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
147New |
$42.9K - $46.4K
|
147
$54K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-75- 80.65% |
$21.9K - $23.7K
|
18
$6.61K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 2.46% |
$14.6K - $15.8K
|
1.98K
$727K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5- 0.58% |
$1.46K - $1.58K
|
858
$315K
|