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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1.74KNew |
$509K - $554K
|
1.74K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.6K+ 24.73% |
$468K - $510K
|
8.08K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.57KNew |
$457K - $498K
|
1.57K
$562K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.5KNew |
$440K - $478K
|
1.5K
$540K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.5K+ 7.69% |
$438K - $477K
|
21K
$7.55M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 3.98% |
$401K - $437K
|
35.9K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.34KNew |
$392K - $427K
|
1.34K
$483K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.24KNew |
$363K - $395K
|
1.24K
$446K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.2KNew |
$351K - $382K
|
1.2K
$431K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.2KNew |
$351K - $382K
|
1.2K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.2KNew |
$351K - $382K
|
1.2K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16KNew |
$338K - $368K
|
1.16K
$415K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12K+ 51.68% |
$328K - $357K
|
3.29K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.11K+ 19.03% |
$325K - $353K
|
6.95K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 6.4% |
$324K - $353K
|
18.4K
$6.62M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.06K+ 14.18% |
$311K - $338K
|
8.56K
$3.07M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.05KNew |
$306K - $333K
|
1.05K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.05KNew |
$306K - $333K
|
1.05K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 24.26% |
$293K - $319K
|
5.13K
$1.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
989+ 5.2% |
$289K - $315K
|
20K
$7.19M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
917New |
$268K - $292K
|
917
$329K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
882New |
$258K - $281K
|
882
$317K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
870New |
$254K - $277K
|
870
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
863New |
$252K - $275K
|
863
$310K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
786+ 29.44% |
$230K - $250K
|
3.46K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
782+ 4344.44% |
$229K - $249K
|
800
$287K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
779New |
$228K - $248K
|
779
$280K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
701New |
$205K - $223K
|
701
$252K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
700New |
$205K - $223K
|
700
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
684New |
$200K - $218K
|
684
$246K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
678+ 7.05% |
$198K - $216K
|
10.3K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
678New |
$198K - $216K
|
678
$244K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
675+ 7.86% |
$197K - $215K
|
9.26K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
671New |
$196K - $213K
|
671
$241K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
664New |
$194K - $211K
|
664
$239K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
653New |
$191K - $208K
|
653
$235K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
648New |
$189K - $206K
|
648
$233K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
641New |
$187K - $204K
|
641
$230K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
641+ 0.88% |
$187K - $204K
|
73.9K
$26.5M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
634New |
$185K - $202K
|
634
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
633New |
$185K - $201K
|
633
$227K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
632+ 60.77% |
$185K - $201K
|
1.67K
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
608+ 3.74% |
$178K - $193K
|
16.9K
$6.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
603+ 2.25% |
$176K - $192K
|
27.4K
$9.85M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
578+ 4.54% |
$169K - $184K
|
13.3K
$4.78M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
554+ 1108.0% |
$162K - $176K
|
604
$217K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
515+ 4.02% |
$151K - $164K
|
13.3K
$4.78M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
508+ 17.9% |
$148K - $162K
|
3.35K
$1.2M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
499+ 61.3% |
$146K - $159K
|
1.31K
$472K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
491+ 11.62% |
$143K - $156K
|
4.72K
$1.7M
|