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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.3K+ 35.29% |
$284K - $345K
|
4.99K
$1.79M
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.22KNew |
$265K - $323K
|
1.22K
$438K
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.18K+ 100.6% |
$256K - $312K
|
2.34K
$842K
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.11KNew |
$241K - $294K
|
1.11K
$398K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 5.6% |
$228K - $278K
|
19.8K
$7.11M
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.05KNew |
$228K - $277K
|
1.05K
$375K
|
|
May 12, 2023
Q1 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 2.78% |
$227K - $276K
|
38.4K
$13.8M
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.03KNew |
$225K - $274K
|
1.03K
$371K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 25.02% |
$224K - $273K
|
5.14K
$1.85M
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 5.91% |
$222K - $270K
|
18.3K
$6.56M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
985+ 26.45% |
$215K - $261K
|
4.71K
$1.69M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
963+ 100.0% |
$210K - $255K
|
1.93K
$692K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
934+ 5.55% |
$203K - $248K
|
17.8K
$6.38M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
908New |
$198K - $241K
|
908
$326K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
891New |
$194K - $236K
|
891
$320K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
885+ 51.54% |
$193K - $235K
|
2.6K
$935K
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
863New |
$188K - $229K
|
863
$310K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
861New |
$188K - $228K
|
861
$309K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
849New |
$185K - $225K
|
849
$305K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
838New |
$183K - $222K
|
838
$301K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
838New |
$183K - $222K
|
838
$301K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
835New |
$182K - $221K
|
835
$300K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
834New |
$182K - $221K
|
834
$300K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
825New |
$180K - $219K
|
825
$296K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
825New |
$180K - $219K
|
825
$296K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
820New |
$179K - $217K
|
820
$295K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
819New |
$178K - $217K
|
819
$294K
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
803New |
$175K - $213K
|
803
$289K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
775+ 7.95% |
$169K - $205K
|
10.5K
$3.78M
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
679+ 48.09% |
$148K - $180K
|
2.09K
$751K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
672+ 8.68% |
$146K - $178K
|
8.41K
$3.02M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
650+ 295.45% |
$142K - $172K
|
870
$313K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
597+ 18.85% |
$130K - $158K
|
3.76K
$1.35M
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
547+ 2.79% |
$119K - $145K
|
20.2K
$7.25M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
530+ 9.81% |
$115K - $141K
|
5.93K
$2.13M
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
527+ 4.47% |
$115K - $140K
|
12.3K
$4.42M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
520+ 18.81% |
$113K - $138K
|
3.29K
$1.18M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
511+ 7.54% |
$111K - $135K
|
7.29K
$2.62M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
507New |
$110K - $134K
|
507
$182K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
490+ 13.49% |
$107K - $130K
|
4.12K
$1.48M
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
483+ 3.04% |
$105K - $128K
|
16.4K
$5.88M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
483+ 3.04% |
$105K - $128K
|
16.4K
$5.88M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
467New |
$102K - $124K
|
467
$168K
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
447+ 3.14% |
$97.4K - $119K
|
14.7K
$5.28M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
387+ 36.93% |
$84.3K - $103K
|
1.44K
$516K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
378+ 8.74% |
$82.3K - $100K
|
4.7K
$1.69M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
366+ 1076.47% |
$79.7K - $97K
|
400
$144K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
365+ 4.74% |
$79.5K - $96.8K
|
8.07K
$2.9M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
362New |
$78.8K - $96K
|
362
$130K
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
332+ 1.4% |
$72.3K - $88K
|
24K
$8.62M
|