Purchases and Sales Made in Q2 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q2 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 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
182K+ 3972.28% |
$44.3M - $51.5M
|
187K
$74.9M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.9K+ 18.93% |
$23.1M - $26.9M
|
596K
$239M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.3K+ 6.3% |
$13M - $15.1M
|
898K
$360M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.9K+ 450.59% |
$8.49M - $9.88M
|
42.6K
$17.1M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.4K+ 25.49% |
$7.9M - $9.18M
|
160K
$64.1M
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
31.6KNew |
$7.69M - $8.95M
|
31.6K
$12.7M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
25.9K+ 88.65% |
$6.31M - $7.34M
|
55.2K
$22.2M
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
22.1KNew |
$5.39M - $6.27M
|
22.1K
$8.89M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.5KNew |
$4.51M - $5.24M
|
18.5K
$7.43M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$4.45M - $5.18M
|
18.3K
$7.34M
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.8KNew |
$4.09M - $4.76M
|
16.8K
$6.75M
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
16.1KNew |
$3.93M - $4.57M
|
16.1K
$6.48M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.9K+ 4.98% |
$3.62M - $4.21M
|
313K
$126M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
14.7K+ 3264.44% |
$3.58M - $4.16M
|
15.1K
$6.08M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5K+ 127.28% |
$3.05M - $3.55M
|
22.4K
$8.99M
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
11.9KNew |
$2.89M - $3.36M
|
11.9K
$4.76M
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
10.1KNew |
$2.46M - $2.87M
|
10.1K
$4.06M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.71KNew |
$2.36M - $2.75M
|
9.71K
$3.9M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.51KNew |
$2.32M - $2.69M
|
9.51K
$3.82M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
9.39K+ 24.34% |
$2.29M - $2.66M
|
48K
$19.3M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
8.67KNew |
$2.11M - $2.45M
|
8.67K
$3.48M
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
8.62K+ 200.0% |
$2.1M - $2.44M
|
12.9K
$5.19M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.48K+ 11.03% |
$2.06M - $2.4M
|
85.4K
$34.3M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.79K+ 88.88% |
$1.9M - $2.21M
|
16.6K
$6.64M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.53K+ 29.54% |
$1.59M - $1.85M
|
28.6K
$11.5M
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.49KNew |
$1.34M - $1.55M
|
5.49K
$2.2M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.61K+ 5.87% |
$1.12M - $1.31M
|
83.2K
$33.4M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.45K+ 7170.97% |
$1.08M - $1.26M
|
4.51K
$1.81M
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 72.34% |
$1.03M - $1.2M
|
10.1K
$4.06M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.2K+ 195.08% |
$1.02M - $1.19M
|
6.36K
$2.55M
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
4.19K+ 2.04% |
$1.02M - $1.19M
|
209K
$84M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.83KNew |
$932K - $1.08M
|
3.83K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.68K+ 75.26% |
$896K - $1.04M
|
8.57K
$3.44M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32K+ 2.37% |
$809K - $941K
|
143K
$57.6M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.17K+ 19.53% |
$772K - $898K
|
19.4K
$7.79M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$662K - $770K
|
2.72K
$1.09M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
2.58KNew |
$628K - $731K
|
2.58K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.56K+ 14.42% |
$624K - $726K
|
20.3K
$8.16M
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.53KNew |
$617K - $718K
|
2.53K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.24K+ 3.64% |
$546K - $635K
|
63.9K
$25.7M
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.16K+ 2.5% |
$525K - $611K
|
88.5K
$35.5M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.05K+ 22.97% |
$499K - $580K
|
11K
$4.4M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.04K+ 661.36% |
$496K - $577K
|
2.35K
$941K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 3.6% |
$476K - $553K
|
56.3K
$22.6M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.74KNew |
$424K - $494K
|
1.74K
$700K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.51KNew |
$369K - $429K
|
1.51K
$608K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.48K+ 77.6% |
$361K - $420K
|
3.39K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 22.47% |
$325K - $378K
|
7.27K
$2.92M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.27KNew |
$310K - $361K
|
1.27K
$511K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25KNew |
$304K - $354K
|
1.25K
$501K
|