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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-13- 16.25% |
$4.27K - $5.22K
|
67
$21.8K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4+ 0.59% |
$1.31K - $1.61K
|
678
$221K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
66New |
$21.7K - $26.5K
|
66
$21.5K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
607New |
$199K - $244K
|
607
$198K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.47K- 10.25% |
$1.47M - $1.79M
|
39.1K
$12.7M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
2.6KNew |
$855K - $1.04M
|
2.6K
$848K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54+ 12.13% |
$17.7K - $21.7K
|
499
$162K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
810New |
$266K - $325K
|
810
$264K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.07% |
$329 - $401
|
1.47K
$478K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-73- 0.79% |
$24K - $29.3K
|
9.11K
$2.97M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 10.03% |
$344K - $420K
|
11.5K
$3.74M
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-207- 5.52% |
$68K - $83.1K
|
3.54K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.25% |
$2.3K - $2.81K
|
2.77K
$903K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-346- 20.93% |
$114K - $139K
|
1.31K
$426K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
182New |
$59.8K - $73K
|
182
$59.3K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
538New |
$177K - $216K
|
538
$175K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.61K- 15.09% |
$528K - $645K
|
9.04K
$2.94M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96KNew |
$31.5M - $38.5M
|
96K
$31.3M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-145- 2.08% |
$47.6K - $58.2K
|
6.84K
$2.23M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
3.78KNew |
$1.24M - $1.52M
|
3.78K
$1.23M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
40.5KNew |
$13.3M - $16.3M
|
40.5K
$13.2M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
615New |
$202K - $247K
|
615
$200K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-31- 1.47% |
$10.2K - $12.4K
|
2.07K
$675K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
140New |
$46K - $56.2K
|
140
$45.6K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44New |
$14.5K - $17.7K
|
44
$14.3K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 1.51% |
$5.26K - $6.42K
|
1.08K
$351K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.19K+ 17.23% |
$390K - $476K
|
8.07K
$2.63M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
719+ 93.13% |
$236K - $289K
|
1.49K
$485K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
90+ 1.91% |
$29.6K - $36.1K
|
4.81K
$1.57M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.12% |
$329 - $401
|
837
$273K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.09% |
$329 - $401
|
1.06K
$346K
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1- 0.07% |
$329 - $401
|
1.5K
$488K
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-45- 0.42% |
$14.8K - $18.1K
|
10.6K
$3.46M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-10- 0.65% |
$3.29K - $4.01K
|
1.53K
$498K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.15KNew |
$1.03M - $1.26M
|
3.15K
$1.02M
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.25% |
$329 - $401
|
79
$25.7K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
178+ 193.48% |
$58.5K - $71.4K
|
270
$87.9K
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
561New |
$184K - $225K
|
561
$183K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-6- 0.42% |
$1.97K - $2.41K
|
1.41K
$458K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63+ 9.25% |
$20.7K - $25.3K
|
744
$242K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3- 13.04% |
$986 - $1.2K
|
20
$6.51K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.6KNew |
$527K - $643K
|
1.6K
$522K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
91New |
$29.9K - $36.5K
|
91
$29.6K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
411+ 60.18% |
$135K - $165K
|
1.09K
$356K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.44KNew |
$1.46M - $1.78M
|
4.44K
$1.45M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
85+ 7.81% |
$27.9K - $34.1K
|
1.17K
$382K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$538K - $657K
|
1.64K
$533K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
227+ 21.58% |
$74.6K - $91.1K
|
1.28K
$416K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
46+ 0.75% |
$15.1K - $18.5K
|
6.19K
$2.02M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
35+ 1.37% |
$11.5K - $14K
|
2.59K
$843K
|