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 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-53- 1.38% |
$11.5K - $14.1K
|
3.78K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-56- 1.07% |
$12.2K - $14.8K
|
5.2K
$1.87M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-59- 1.45% |
$12.8K - $15.6K
|
4K
$1.44M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-64- 2.52% |
$13.9K - $17K
|
2.48K
$891K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-65- 56.52% |
$14.2K - $17.2K
|
50
$18K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-72- 1.41% |
$15.7K - $19.1K
|
5.03K
$1.81M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-73- 3.76% |
$15.9K - $19.4K
|
1.87K
$672K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-81- 2.87% |
$17.6K - $21.5K
|
2.74K
$985K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-81- 8.17% |
$17.6K - $21.5K
|
911
$327K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-102- 7.06% |
$22.2K - $27K
|
1.34K
$483K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-104- 5.94% |
$22.7K - $27.6K
|
1.65K
$591K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-105- 47.3% |
$22.9K - $27.8K
|
117
$42K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-114- 6.81% |
$24.8K - $30.2K
|
1.56K
$560K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-119- 10.05% |
$25.9K - $31.6K
|
1.07K
$383K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-128- 0.44% |
$27.9K - $33.9K
|
29.3K
$10.5M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-132- 2.59% |
$28.7K - $35K
|
4.97K
$1.78M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-132- 2.14% |
$28.7K - $35K
|
6.03K
$2.17M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 8.55% |
$31.4K - $38.2K
|
1.54K
$554K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-147- 8.2% |
$32K - $39K
|
1.65K
$591K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-158- 7.23% |
$34.4K - $41.9K
|
2.03K
$729K
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-159- 2.93% |
$34.6K - $42.2K
|
5.26K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-165- 6.61% |
$35.9K - $43.8K
|
2.33K
$837K
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-167- 3.73% |
$36.4K - $44.3K
|
4.31K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-169- 4.12% |
$36.8K - $44.8K
|
3.93K
$1.41M
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-170- 13.16% |
$37K - $45.1K
|
1.12K
$403K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-175- 9.68% |
$38.1K - $46.4K
|
1.63K
$586K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-177- 3.22% |
$38.5K - $46.9K
|
5.32K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-185- 3.24% |
$40.3K - $49.1K
|
5.53K
$1.99M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-200- 19.42% |
$43.6K - $53K
|
830
$298K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-200- 11.36% |
$43.6K - $53K
|
1.56K
$561K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-230- 3.8% |
$50.1K - $61K
|
5.82K
$2.09M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-233- 18.06% |
$50.7K - $61.8K
|
1.06K
$380K
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-235- 14.71% |
$51.2K - $62.3K
|
1.36K
$490K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-239- 33.76% |
$52.1K - $63.4K
|
469
$169K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-263- 11.13% |
$57.3K - $69.7K
|
2.1K
$755K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-277- 5.61% |
$60.3K - $73.4K
|
4.66K
$1.68M
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-280- 18.32% |
$61K - $74.2K
|
1.25K
$448K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-288- 11.32% |
$62.7K - $76.4K
|
2.26K
$811K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-303- 17.12% |
$66K - $80.3K
|
1.47K
$527K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-310- 3.17% |
$67.5K - $82.2K
|
9.46K
$3.4M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-313- 1.31% |
$68.2K - $83K
|
23.6K
$8.46M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-330- 19.82% |
$71.9K - $87.5K
|
1.34K
$480K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-331- 9.92% |
$72.1K - $87.8K
|
3.01K
$1.08M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-341- 4.95% |
$74.3K - $90.4K
|
6.54K
$2.35M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-364- 8.38% |
$79.3K - $96.5K
|
3.98K
$1.43M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-404- 1.97% |
$88K - $107K
|
20.1K
$7.22M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-410- 9.2% |
$89.3K - $109K
|
4.05K
$1.45M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-416- 1.86% |
$90.6K - $110K
|
22K
$7.89M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-437- 16.6% |
$95.2K - $116K
|
2.2K
$789K
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-492- 13.18% |
$107K - $130K
|
3.24K
$1.16M
|