Purchases and Sales Made in Q2 2024 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
803+ 27.42% |
$235K - $254K
|
3.73K
$1.34M
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
766+ 2.13% |
$224K - $242K
|
36.8K
$13.2M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
747+ 40.78% |
$218K - $236K
|
2.58K
$927K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
740New |
$216K - $234K
|
740
$266K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
733+ 8.78% |
$214K - $232K
|
9.09K
$3.26M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
725New |
$212K - $229K
|
725
$260K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
715+ 12.43% |
$209K - $226K
|
6.47K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
704+ 10.33% |
$206K - $222K
|
7.52K
$2.7M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
704+ 3.82% |
$206K - $222K
|
19.1K
$6.88M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
695+ 45.25% |
$203K - $220K
|
2.23K
$802K
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
693New |
$202K - $219K
|
693
$249K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
669+ 5.02% |
$195K - $211K
|
14K
$5.02M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
669New |
$195K - $211K
|
669
$240K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
653+ 2.38% |
$191K - $206K
|
28.1K
$10.1M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
643New |
$188K - $203K
|
643
$231K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
637+ 2.66% |
$186K - $201K
|
24.6K
$8.84M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
635+ 21.87% |
$185K - $201K
|
3.54K
$1.27M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
629New |
$184K - $199K
|
629
$226K
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
622+ 77.75% |
$182K - $196K
|
1.42K
$511K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
569+ 4.28% |
$166K - $180K
|
13.9K
$4.98M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
547+ 11.01% |
$160K - $173K
|
5.52K
$1.98M
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
500New |
$146K - $158K
|
500
$180K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
496+ 2.33% |
$145K - $157K
|
21.8K
$7.83M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
484+ 58.03% |
$141K - $153K
|
1.32K
$474K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
433New |
$126K - $137K
|
433
$156K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
431+ 5.19% |
$126K - $136K
|
8.73K
$3.14M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
419+ 7.74% |
$122K - $132K
|
5.83K
$2.09M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
417New |
$122K - $132K
|
417
$150K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
415New |
$121K - $131K
|
415
$149K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
402+ 11.54% |
$117K - $127K
|
3.89K
$1.4M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400+ 3.52% |
$117K - $126K
|
11.8K
$4.22M
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
382+ 1.91% |
$112K - $121K
|
20.4K
$7.33M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
320+ 457.14% |
$93.4K - $101K
|
390
$140K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
318+ 46.9% |
$92.9K - $100K
|
996
$358K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
267New |
$78K - $84.3K
|
267
$95.9K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
255+ 4.97% |
$74.5K - $80.5K
|
5.39K
$1.94M
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
243+ 1.83% |
$71K - $76.8K
|
13.5K
$4.86M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
231+ 2.37% |
$67.5K - $73K
|
9.97K
$3.58M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
222New |
$64.8K - $70.1K
|
222
$79.8K
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215New |
$62.8K - $67.9K
|
215
$77.2K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
206+ 10.59% |
$60.2K - $65.1K
|
2.15K
$773K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
203+ 3.32% |
$59.3K - $64.1K
|
6.32K
$2.27M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198+ 1.8% |
$57.8K - $62.5K
|
11.2K
$4.03M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
191+ 10.58% |
$55.8K - $60.3K
|
2K
$717K
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
176+ 5.91% |
$51.4K - $55.6K
|
3.16K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
173+ 1.71% |
$50.5K - $54.6K
|
10.3K
$3.69M
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
160+ 2.52% |
$46.7K - $50.5K
|
6.5K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
156+ 19.5% |
$45.6K - $49.3K
|
956
$343K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
147New |
$42.9K - $46.4K
|
147
$52.8K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
141+ 32.94% |
$41.2K - $44.5K
|
569
$204K
|