Purchases and Sales Made in Q1 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD CONSUMER DISCRETIONAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
230K+ 85.08% |
$50.2M - $61.1M
|
501K
$201M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
194K+ 1718.16% |
$42.2M - $51.4M
|
205K
$82.4M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
86.3KNew |
$18.8M - $22.9M
|
86.3K
$34.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.2K+ 79.22% |
$12.2M - $14.9M
|
127K
$51.1M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40.2KNew |
$8.76M - $10.7M
|
40.2K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.1K+ 37.0% |
$6.13M - $7.46M
|
104K
$41.8M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
25.3KNew |
$5.51M - $6.71M
|
25.3K
$10.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5K+ 353.21% |
$4.46M - $5.43M
|
26.3K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.4KNew |
$3.36M - $4.1M
|
15.4K
$6.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
13.2KNew |
$2.87M - $3.5M
|
13.2K
$5.29M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5K+ 116.96% |
$2.51M - $3.06M
|
21.4K
$8.58M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.4K+ 22.6% |
$2.48M - $3.01M
|
61.7K
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.4KNew |
$2.27M - $2.76M
|
10.4K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.44K+ 499.64% |
$1.84M - $2.24M
|
10.1K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.76KNew |
$1.69M - $2.06M
|
7.76K
$3.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
7.73KNew |
$1.68M - $2.05M
|
7.73K
$3.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.61KNew |
$1.66M - $2.02M
|
7.61K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
7.42K+ 137.59% |
$1.62M - $1.97M
|
12.8K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.61K+ 49.59% |
$1.44M - $1.75M
|
19.9K
$8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.36K+ 19.73% |
$1.38M - $1.69M
|
38.6K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.12KNew |
$1.33M - $1.62M
|
6.12K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.08KNew |
$1.32M - $1.61M
|
6.08K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.5K+ 7.7% |
$1.2M - $1.46M
|
76.9K
$30.9M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.22KNew |
$1.14M - $1.38M
|
5.22K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.19KNew |
$1.13M - $1.38M
|
5.19K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.02KNew |
$1.09M - $1.33M
|
5.02K
$2.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
4.71K+ 260.44% |
$1.03M - $1.25M
|
6.52K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$998K - $1.21M
|
4.58K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.43KNew |
$965K - $1.18M
|
4.43K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.35KNew |
$946K - $1.15M
|
4.35K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.56KNew |
$775K - $944K
|
3.56K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.56KNew |
$775K - $944K
|
3.56K
$1.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.45K+ 275.42% |
$752K - $915K
|
4.7K
$1.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39K+ 22.86% |
$739K - $900K
|
18.2K
$7.32M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.36KNew |
$732K - $891K
|
3.36K
$1.35M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.16KNew |
$687K - $837K
|
3.16K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11K+ 23.68% |
$677K - $824K
|
16.2K
$6.52M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 9.52% |
$620K - $754K
|
32.7K
$13.1M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.6K+ 13.46% |
$566K - $689K
|
21.9K
$8.79M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.32KNew |
$506K - $616K
|
2.32K
$932K
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 6.03% |
$500K - $609K
|
40.4K
$16.2M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.13K+ 10670.0% |
$465K - $566K
|
2.15K
$865K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 0.67% |
$435K - $530K
|
299K
$120M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.96KNew |
$428K - $521K
|
1.96K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.95K+ 146.87% |
$424K - $516K
|
3.27K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.88K+ 43.94% |
$408K - $497K
|
6.14K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.78K+ 5.14% |
$387K - $471K
|
36.4K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.75K+ 8.1% |
$380K - $463K
|
23.3K
$9.35M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.68K+ 30.95% |
$366K - $446K
|
7.12K
$2.86M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
1.56KNew |
$340K - $414K
|
1.56K
$627K
|