Institutional Ownership Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR). We have compiled data on the 559 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
618
shares
|
$226,991
0.15% of portfolio
|
Q1 2025
New holding
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
617
shares
|
$226,624
0.02% of portfolio
|
Q3 2024
New holding
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
616
shares
|
$226,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
616
shares
|
$226,256
0.03% of portfolio
|
Q1 2025
Reduced 55.97%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
615
shares
|
$225,889
0.13% of portfolio
|
Q4 2024
New holding
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
607
shares
|
$222,951
0.18% of portfolio
|
Q4 2024
New holding
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
600
shares
|
$220,380
0.04% of portfolio
|
Q2 2025
New holding
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
600
shares
|
$220,380
0.08% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
582
shares
|
$213,768
0.02% of portfolio
|
Q1 2025
Added 16.63%
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
560
shares
|
$205,688
0.06% of portfolio
|
Q2 2025
New holding
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
560
shares
|
$205,688
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
546
shares
|
$200,545
0.06% of portfolio
|
Q4 2024
Reduced 24.69%
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
534
shares
|
$196,138
0.06% of portfolio
|
Q3 2024
Added 29.61%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
521
shares
|
$191,363
0.09% of portfolio
|
Q4 2022
Added 8.54%
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$183,650
0.03% of portfolio
|
Q2 2024
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
496
shares
|
$182,180
0.01% of portfolio
|
Q4 2022
Added 0.61%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
481
shares
|
$176,671
0.07% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
468
shares
|
$171,896
0.09% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
462
shares
|
$169,692
0.0% of portfolio
|
Q1 2022
Reduced 26.78%
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
440
shares
|
$161,612
0.02% of portfolio
|
Q4 2024
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
433
shares
|
$159,040
0.01% of portfolio
|
Q2 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
425
shares
|
$156,102
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
400
shares
|
$146,920
0.0% of portfolio
|
Q4 2022
New holding
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
381
shares
|
$139,941
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
367
shares
|
$134,799
0.04% of portfolio
|
Q1 2025
Reduced 11.99%
|