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
|
Lincoln National Corp
|
BUY
|
- |
471+ 34.71% |
$138K - $150K
|
1.83K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
433+ 52.8% |
$127K - $138K
|
1.25K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
421+ 5.31% |
$123K - $134K
|
8.35K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
410+ 51.83% |
$120K - $130K
|
1.2K
$432K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
404+ 9.4% |
$118K - $129K
|
4.7K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
390+ 1.86% |
$114K - $124K
|
21.3K
$7.66M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
364+ 1.02% |
$106K - $116K
|
36K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
342+ 37.79% |
$99.9K - $109K
|
1.25K
$448K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
329+ 57.12% |
$96.2K - $105K
|
905
$325K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
285+ 2.27% |
$83.3K - $90.7K
|
12.8K
$4.61M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
270+ 31.21% |
$78.9K - $85.9K
|
1.14K
$408K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
239+ 2.52% |
$69.8K - $76K
|
9.73K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
216New |
$63.1K - $68.7K
|
216
$77.6K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
211+ 3.44% |
$61.7K - $67.1K
|
6.34K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
204+ 4.08% |
$59.6K - $64.9K
|
5.21K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
202+ 3.23% |
$59K - $64.3K
|
6.46K
$2.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$58.5K - $63.6K
|
200
$71.9K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200New |
$58.5K - $63.6K
|
200
$71.9K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
198+ 91.24% |
$57.9K - $63K
|
415
$149K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
194+ 0.96% |
$56.7K - $61.7K
|
20.4K
$7.34M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
191+ 26.56% |
$55.8K - $60.8K
|
910
$327K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
187+ 11.1% |
$54.7K - $59.5K
|
1.87K
$672K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
185+ 3.77% |
$54.1K - $58.9K
|
5.09K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
180+ 24.52% |
$52.6K - $57.3K
|
914
$328K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
180+ 6.82% |
$52.6K - $57.3K
|
2.82K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
152+ 1.49% |
$44.4K - $48.4K
|
10.4K
$3.72M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
145+ 2.65% |
$42.4K - $46.1K
|
5.62K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
132+ 0.55% |
$38.6K - $42K
|
24K
$8.61M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
132+ 2.63% |
$38.6K - $42K
|
5.16K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
124+ 8.48% |
$36.2K - $39.4K
|
1.59K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
121+ 7.47% |
$35.4K - $38.5K
|
1.74K
$626K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
120+ 0.74% |
$35.1K - $38.2K
|
16.3K
$5.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 11.53% |
$34.8K - $37.9K
|
1.15K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
113+ 2.33% |
$33K - $35.9K
|
4.96K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
112+ 4.81% |
$32.7K - $35.6K
|
2.44K
$877K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
105+ 4.33% |
$30.7K - $33.4K
|
2.53K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
95+ 6.6% |
$27.8K - $30.2K
|
1.54K
$552K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
93+ 13.68% |
$27.2K - $29.6K
|
773
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
93New |
$27.2K - $29.6K
|
93
$33.4K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
91+ 13.75% |
$26.6K - $28.9K
|
753
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
87+ 2.56% |
$25.4K - $27.7K
|
3.49K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
85New |
$24.8K - $27K
|
85
$30.5K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
85+ 1.5% |
$24.8K - $27K
|
5.75K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
82+ 234.29% |
$24K - $26.1K
|
117
$42K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81+ 10.73% |
$23.7K - $25.8K
|
836
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
80+ 5.72% |
$23.4K - $25.4K
|
1.48K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 9.8% |
$22.5K - $24.5K
|
863
$310K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70New |
$20.5K - $22.3K
|
70
$25.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68+ 51.91% |
$19.9K - $21.6K
|
199
$71.5K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
64+ 0.21% |
$18.7K - $20.4K
|
30K
$10.8M
|