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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
134New |
$39.1K - $42.3K
|
134
$48.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
131+ 1.7% |
$38.3K - $41.4K
|
7.85K
$2.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
128+ 7.66% |
$37.4K - $40.4K
|
1.8K
$647K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
126New |
$36.8K - $39.8K
|
126
$45.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
125+ 9.98% |
$36.5K - $39.5K
|
1.38K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 8.08% |
$36.2K - $39.2K
|
1.66K
$596K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
124+ 0.45% |
$36.2K - $39.2K
|
27.5K
$9.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
123+ 1.13% |
$35.9K - $38.9K
|
11K
$3.96M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
122+ 0.75% |
$35.6K - $38.5K
|
16.3K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
120+ 1.54% |
$35K - $37.9K
|
7.89K
$2.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$33.3K - $36K
|
114
$41K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
107+ 1.66% |
$31.2K - $33.8K
|
6.57K
$2.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
96+ 1.94% |
$28K - $30.3K
|
5.05K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
93+ 29.15% |
$27.2K - $29.4K
|
412
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
91+ 2.26% |
$26.6K - $28.7K
|
4.12K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
90New |
$26.3K - $28.4K
|
90
$32.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
88+ 5.5% |
$25.7K - $27.8K
|
1.69K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
88+ 6.34% |
$25.7K - $27.8K
|
1.48K
$530K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78+ 7.62% |
$22.8K - $24.6K
|
1.1K
$396K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
78+ 11.49% |
$22.8K - $24.6K
|
757
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
76+ 4.21% |
$22.2K - $24K
|
1.88K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
71+ 3.38% |
$20.7K - $22.4K
|
2.17K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
70+ 0.44% |
$20.4K - $22.1K
|
16K
$5.74M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
70+ 1.54% |
$20.4K - $22.1K
|
4.61K
$1.66M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
63+ 1.0% |
$18.4K - $19.9K
|
6.39K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45New |
$13.1K - $14.2K
|
45
$16.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
40New |
$11.7K - $12.6K
|
40
$14.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39+ 6.02% |
$11.4K - $12.3K
|
687
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
39+ 0.69% |
$11.4K - $12.3K
|
5.66K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
37+ 1.11% |
$10.8K - $11.7K
|
3.38K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
33+ 0.36% |
$9.64K - $10.4K
|
9.3K
$3.34M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32New |
$9.34K - $10.1K
|
32
$11.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 14.03% |
$9.05K - $9.79K
|
252
$90.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29+ 1.03% |
$8.47K - $9.16K
|
2.85K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
25+ 0.32% |
$7.3K - $7.9K
|
7.8K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
24+ 1.04% |
$7.01K - $7.58K
|
2.34K
$840K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 2.39% |
$7.01K - $7.58K
|
1.03K
$370K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
20+ 0.28% |
$5.84K - $6.32K
|
7.19K
$2.58M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
19+ 2.57% |
$5.55K - $6K
|
759
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 1.8% |
$4.96K - $5.37K
|
959
$345K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
17+ 0.73% |
$4.96K - $5.37K
|
2.33K
$838K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
16+ 0.85% |
$4.67K - $5.05K
|
1.89K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$4.38K - $4.74K
|
15
$5.39K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15+ 1.64% |
$4.38K - $4.74K
|
932
$335K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
13New |
$3.8K - $4.11K
|
13
$4.67K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
12+ 0.18% |
$3.5K - $3.79K
|
6.56K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
12+ 0.44% |
$3.5K - $3.79K
|
2.76K
$991K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9+ 0.09% |
$2.63K - $2.84K
|
10.4K
$3.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.77% |
$2.04K - $2.21K
|
912
$328K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6New |
$1.75K - $1.9K
|
6
$2.16K
|