Latest Institutional Purchases of Vanguard Consumer Discretionar (VCR)
This list provides information on the latest institutional transactions involving Vanguard Consumer Discretionar (VCR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50New |
$14.6K - $17.1K
|
50
$18.4K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42+ 1.53% |
$12.3K - $14.4K
|
2.8K
$1.03M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
39New |
$11.4K - $13.3K
|
39
$14.3K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
29New |
$8.46K - $9.92K
|
29
$10.7K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18New |
$5.25K - $6.15K
|
18
$6.61K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$2.04K - $2.39K
|
7
$2.57K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.81% |
$2.04K - $2.39K
|
870
$320K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$2.04K - $2.39K
|
2.49K
$915K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1KNew |
$292K - $316K
|
1K
$367K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
886New |
$259K - $280K
|
886
$325K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
669New |
$195K - $211K
|
669
$246K
|
|
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
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
415New |
$121K - $131K
|
415
$152K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
147New |
$42.9K - $46.4K
|
147
$54K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
126New |
$36.8K - $39.8K
|
126
$46.3K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$33.3K - $36K
|
114
$41.9K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45New |
$13.1K - $14.2K
|
45
$16.5K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
40New |
$11.7K - $12.6K
|
40
$14.7K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32New |
$9.34K - $10.1K
|
32
$11.8K
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
20New |
$5.84K - $6.32K
|
20
$7.35K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$4.38K - $4.74K
|
15
$5.51K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
13New |
$3.8K - $4.11K
|
13
$4.77K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6New |
$1.75K - $1.9K
|
6
$2.2K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$292 - $316
|
1
$367
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.2K+ 981.32% |
$7.95M - $8.66M
|
30K
$11M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 128.56% |
$6.54M - $7.12M
|
39.8K
$14.6M
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
19.6K+ 200.14% |
$5.72M - $6.22M
|
29.3K
$10.8M
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1.74KNew |
$509K - $554K
|
1.74K
$640K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.57KNew |
$457K - $498K
|
1.57K
$575K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.5KNew |
$440K - $478K
|
1.5K
$552K
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.2KNew |
$351K - $382K
|
1.2K
$441K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
882New |
$258K - $281K
|
882
$324K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
870New |
$254K - $277K
|
870
$320K
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
700New |
$205K - $223K
|
700
$257K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
684New |
$200K - $218K
|
684
$251K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
471+ 34.71% |
$138K - $150K
|
1.83K
$671K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
274+ 79.65% |
$80.1K - $87.2K
|
618
$227K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$58.5K - $63.6K
|
200
$73.5K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
85New |
$24.8K - $27K
|
85
$31.2K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24New |
$7.01K - $7.63K
|
24
$8.82K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10New |
$2.92K - $3.18K
|
10
$3.67K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.1KNew |
$4.48M - $5.57M
|
18.1K
$6.63M
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
9.9KNew |
$2.45M - $3.05M
|
9.9K
$3.64M
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.31KNew |
$324K - $403K
|
1.31K
$480K
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.12KNew |
$279K - $346K
|
1.12K
$413K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
994New |
$246K - $306K
|
994
$365K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
884New |
$219K - $272K
|
884
$325K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
784New |
$194K - $242K
|
784
$288K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
732New |
$181K - $226K
|
732
$269K
|