Purchases and Sales Made in Q1 2024 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q1 2024. 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 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
363K+ 235.75% |
$106M - $116M
|
517K
$197M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
173K+ 97.83% |
$50.4M - $54.9M
|
349K
$133M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
166K+ 16.92% |
$48.5M - $52.8M
|
1.15M
$437M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.8K+ 534.84% |
$20.4M - $22.2M
|
82.8K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
61.2K+ 48.39% |
$17.9M - $19.5M
|
188K
$71.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.2K+ 981.32% |
$7.95M - $8.66M
|
30K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 128.56% |
$6.54M - $7.12M
|
39.8K
$15.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
21.4KNew |
$6.25M - $6.81M
|
21.4K
$8.16M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
20.3K+ 761.26% |
$5.92M - $6.44M
|
22.9K
$8.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
19.6K+ 200.14% |
$5.72M - $6.22M
|
29.3K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.8K+ 616.32% |
$5.5M - $5.98M
|
21.9K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 5.83% |
$5.32M - $5.79M
|
330K
$126M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5K+ 73.05% |
$5.11M - $5.56M
|
41.4K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.8K+ 113.61% |
$3.45M - $3.75M
|
22.2K
$8.46M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.14K+ 196.49% |
$2.67M - $2.91M
|
13.8K
$5.26M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.74K+ 2.33% |
$2.55M - $2.78M
|
384K
$146M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
8.03KNew |
$2.35M - $2.55M
|
8.03K
$3.06M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.77KNew |
$2.27M - $2.47M
|
7.77K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.76K+ 8.09% |
$2.27M - $2.47M
|
104K
$39.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.56K+ 16.63% |
$2.21M - $2.4M
|
53K
$20.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.5K+ 89.23% |
$2.19M - $2.38M
|
15.9K
$6.06M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7.48K+ 13.02% |
$2.19M - $2.38M
|
64.9K
$24.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.98K+ 21.36% |
$2.04M - $2.22M
|
39.7K
$15.1M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.6K+ 185.22% |
$1.93M - $2.1M
|
10.2K
$3.88M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
6.33KNew |
$1.85M - $2.01M
|
6.33K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.78K+ 3.43% |
$1.69M - $1.84M
|
174K
$66.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.45KNew |
$1.3M - $1.41M
|
4.45K
$1.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.39K+ 7.63% |
$1.28M - $1.4M
|
61.9K
$23.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.19KNew |
$1.23M - $1.33M
|
4.19K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.61K+ 20.09% |
$1.05M - $1.15M
|
21.6K
$8.22M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.38K+ 299.56% |
$988K - $1.08M
|
4.51K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.32K+ 66.62% |
$970K - $1.06M
|
8.3K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$917K - $999K
|
3.14K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.96K+ 26.77% |
$866K - $943K
|
14K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.92KNew |
$853K - $929K
|
2.92K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.6K+ 10.05% |
$758K - $826K
|
28.4K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 3.72% |
$743K - $808K
|
70.9K
$27M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
2.42K+ 24.06% |
$707K - $770K
|
12.5K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4KNew |
$701K - $763K
|
2.4K
$915K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.38K+ 131.27% |
$696K - $757K
|
4.19K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
2.3KNew |
$672K - $731K
|
2.3K
$877K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.22K+ 28.16% |
$648K - $705K
|
10.1K
$3.85M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.12KNew |
$621K - $676K
|
2.12K
$810K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.12K+ 2.6% |
$619K - $673K
|
83.7K
$31.9M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03K+ 154.06% |
$593K - $645K
|
3.35K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.96K+ 40.45% |
$573K - $624K
|
6.81K
$2.6M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.94K+ 7.62% |
$568K - $618K
|
27.4K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.87K+ 39.46% |
$548K - $596K
|
6.62K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.84K+ 169.86% |
$539K - $586K
|
2.93K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.81KNew |
$528K - $574K
|
1.81K
$688K
|