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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
43New |
$10.7K - $13.3K
|
43
$14K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
205New |
$54.5K - $60.8K
|
205
$66.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.09KNew |
$556K - $620K
|
2.09K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-8.62K- 66.67% |
$2.29M - $2.56M
|
4.31K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50New |
$13.3K - $14.8K
|
50
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.23KClosed |
$593K - $661K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
7.79KNew |
$2.07M - $2.31M
|
7.79K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 1.38% |
$16.5K - $18.4K
|
4.45K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.9K- 15.63% |
$6.61M - $7.38M
|
134K
$43.7M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-103- 66.88% |
$27.4K - $30.5K
|
51
$16.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.31KNew |
$347K - $388K
|
1.31K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-76- 8.17% |
$20.2K - $22.5K
|
854
$278K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.12K- 70.38% |
$564K - $629K
|
893
$291K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-21- 1.72% |
$5.58K - $6.23K
|
1.2K
$390K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-65- 2.52% |
$17.3K - $19.3K
|
2.52K
$819K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
5New |
$1.33K - $1.48K
|
5
$1.63K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.09KNew |
$557K - $621K
|
2.09K
$682K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
60+ 4.34% |
$16K - $17.8K
|
1.44K
$469K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
93New |
$24.7K - $27.6K
|
93
$30.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97+ 421.74% |
$25.8K - $28.8K
|
120
$39.1K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-407- 3.76% |
$99.1K - $115K
|
10.4K
$3.39M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
36New |
$8.77K - $10.2K
|
36
$11.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19New |
$4.63K - $5.38K
|
19
$6.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-90- 4.52% |
$21.9K - $25.5K
|
1.9K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.14K- 33.98% |
$276K - $321K
|
2.21K
$718K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
103New |
$25.1K - $29.2K
|
103
$33.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-662- 45.31% |
$161K - $187K
|
799
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$4.14K - $4.81K
|
17
$5.54K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
16.1KNew |
$3.93M - $4.57M
|
16.1K
$5.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$6.09K - $7.08K
|
25
$8.14K
|
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
880+ 3.78% |
$214K - $249K
|
24.2K
$7.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
222New |
$54.1K - $62.9K
|
222
$72.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-829- 12.67% |
$202K - $235K
|
5.71K
$1.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15New |
$3.65K - $4.25K
|
15
$4.88K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 28.3% |
$3.65K - $4.25K
|
38
$12.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
802New |
$195K - $227K
|
802
$261K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$7.31K - $8.5K
|
30
$9.77K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
765New |
$186K - $217K
|
765
$249K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
800New |
$195K - $227K
|
800
$260K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
8.67KNew |
$2.11M - $2.45M
|
8.67K
$2.82M
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
94+ 58.39% |
$20.5K - $24.9K
|
255
$83K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.36KNew |
$732K - $891K
|
3.36K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 11.16% |
$5.23K - $6.36K
|
191
$62.2K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.02KNew |
$1.09M - $1.33M
|
5.02K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
22New |
$4.79K - $5.83K
|
22
$7.16K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.15K- 39.37% |
$1.56M - $1.9M
|
11K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
23New |
$5.01K - $6.1K
|
23
$7.49K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.78K+ 5.14% |
$387K - $471K
|
36.4K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$7.84K - $9.55K
|
36
$11.7K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.19KNew |
$1.13M - $1.38M
|
5.19K
$1.69M
|
|