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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
312+ 17.75% |
$68K - $82.7K
|
2.07K
$744K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
293+ 5.2% |
$63.8K - $77.7K
|
5.92K
$2.13M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
282+ 28.03% |
$61.4K - $74.8K
|
1.29K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
277+ 1.44% |
$60.3K - $73.4K
|
19.6K
$7.03M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
273+ 1.38% |
$59.5K - $72.4K
|
20K
$7.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
271+ 12.72% |
$59K - $71.9K
|
2.4K
$863K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
221+ 22.44% |
$48.1K - $58.6K
|
1.21K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
212+ 4.81% |
$46.2K - $56.2K
|
4.62K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
208+ 15.31% |
$45.3K - $55.2K
|
1.57K
$563K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
205+ 0.78% |
$44.6K - $54.4K
|
26.5K
$9.51M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
181+ 8.99% |
$39.4K - $48K
|
2.2K
$789K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180New |
$39.2K - $47.7K
|
180
$64.7K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
178+ 28.66% |
$38.8K - $47.2K
|
799
$287K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
171+ 7.46% |
$37.2K - $45.3K
|
2.46K
$885K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
171+ 15.76% |
$37.2K - $45.3K
|
1.26K
$451K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
164+ 6.02% |
$35.7K - $43.5K
|
2.89K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
164+ 30.31% |
$35.7K - $43.5K
|
705
$253K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
162New |
$35.3K - $43K
|
162
$58.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
150New |
$32.7K - $39.8K
|
150
$53.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
138+ 4.14% |
$30.1K - $36.6K
|
3.47K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
136+ 0.92% |
$29.6K - $36.1K
|
14.9K
$5.37M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
126+ 182.61% |
$27.4K - $33.4K
|
195
$70.1K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
124+ 11.32% |
$27K - $32.9K
|
1.22K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
123+ 10.0% |
$26.8K - $32.6K
|
1.35K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
117+ 6.49% |
$25.5K - $31K
|
1.92K
$689K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
116+ 10.27% |
$25.3K - $30.8K
|
1.25K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
111+ 4.79% |
$24.2K - $29.4K
|
2.43K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
105+ 1.85% |
$22.9K - $27.8K
|
5.78K
$2.07M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
102+ 2.52% |
$22.2K - $27K
|
4.14K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$21.8K - $26.5K
|
100
$35.9K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99+ 122.22% |
$21.6K - $26.3K
|
180
$64.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75New |
$16.3K - $19.9K
|
75
$26.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
69+ 21.23% |
$15K - $18.3K
|
394
$142K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
66+ 1.73% |
$14.4K - $17.5K
|
3.89K
$1.4M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
58+ 1.65% |
$12.6K - $15.4K
|
3.57K
$1.28M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
56+ 0.63% |
$12.2K - $14.8K
|
8.92K
$3.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
53+ 2.07% |
$11.5K - $14.1K
|
2.61K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52+ 0.27% |
$11.3K - $13.8K
|
19.1K
$6.88M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
43+ 2.76% |
$9.36K - $11.4K
|
1.6K
$575K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
40+ 2.67% |
$8.71K - $10.6K
|
1.54K
$553K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
39+ 3.68% |
$8.49K - $10.3K
|
1.1K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$7.84K - $9.55K
|
36
$12.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
36+ 0.51% |
$7.84K - $9.55K
|
7.07K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$7.19K - $8.75K
|
33
$11.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27+ 0.49% |
$5.88K - $7.16K
|
5.53K
$1.99M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
25New |
$5.44K - $6.63K
|
25
$8.98K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
23New |
$5.01K - $6.1K
|
23
$8.26K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$5.01K - $6.1K
|
23
$8.26K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
22New |
$4.79K - $5.83K
|
22
$7.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$4.36K - $5.3K
|
20
$7.19K
|