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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-829- 12.67% |
$202K - $235K
|
5.71K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15New |
$3.65K - $4.25K
|
15
$5.51K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 28.3% |
$3.65K - $4.25K
|
38
$14K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
802New |
$195K - $227K
|
802
$295K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$7.31K - $8.5K
|
30
$11K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
765New |
$186K - $217K
|
765
$281K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
800New |
$195K - $227K
|
800
$294K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
8.67KNew |
$2.11M - $2.45M
|
8.67K
$3.18M
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
94+ 58.39% |
$20.5K - $24.9K
|
255
$93.7K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.36KNew |
$732K - $891K
|
3.36K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 11.16% |
$5.23K - $6.36K
|
191
$70.2K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.02KNew |
$1.09M - $1.33M
|
5.02K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
22New |
$4.79K - $5.83K
|
22
$8.08K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.15K- 39.37% |
$1.56M - $1.9M
|
11K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
23New |
$5.01K - $6.1K
|
23
$8.45K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.78K+ 5.14% |
$387K - $471K
|
36.4K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$7.84K - $9.55K
|
36
$13.2K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.19KNew |
$1.13M - $1.38M
|
5.19K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8New |
$1.74K - $2.12K
|
8
$2.94K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-200- 19.42% |
$43.6K - $53K
|
830
$305K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-175- 9.68% |
$38.1K - $46.4K
|
1.63K
$599K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-73- 3.76% |
$15.9K - $19.4K
|
1.87K
$687K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 8.55% |
$31.4K - $38.2K
|
1.54K
$566K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-81- 8.17% |
$17.6K - $21.5K
|
911
$335K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
25.3KNew |
$5.51M - $6.71M
|
25.3K
$9.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.36% |
$218 - $265
|
280
$103K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
150New |
$32.7K - $39.8K
|
150
$55.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11New |
$2.4K - $2.92K
|
11
$4.04K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.27% |
$218 - $265
|
80
$29.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
507New |
$110K - $134K
|
507
$186K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
803New |
$175K - $213K
|
803
$295K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
891New |
$194K - $236K
|
891
$327K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-43- 2.81% |
$9.36K - $11.4K
|
1.49K
$546K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.29K- 38.24% |
$498K - $606K
|
3.69K
$1.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
53+ 2.07% |
$11.5K - $14.1K
|
2.61K
$960K
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
124New |
$26.5K - $30.6K
|
124
$45.5K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.11KNew |
$237K - $274K
|
1.11K
$408K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-46.4KClosed |
$9.93M - $11.4M
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
431New |
$92.2K - $106K
|
431
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.65KNew |
$352K - $405K
|
1.65K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.15K- 31.77% |
$245K - $283K
|
2.46K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
60New |
$12.8K - $14.8K
|
60
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.28KNew |
$1.56M - $1.8M
|
7.28K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
191New |
$40.9K - $47.1K
|
191
$70.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
291New |
$62.3K - $71.7K
|
291
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
653+ 20.31% |
$140K - $161K
|
3.87K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$374K - $431K
|
1.75K
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.79K- 54.46% |
$596K - $687K
|
2.33K
$856K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.58KNew |
$339K - $390K
|
1.58K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
41+ 8.54% |
$8.77K - $10.1K
|
521
$191K
|
|