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 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
12+ 0.18% |
$3.5K - $3.79K
|
6.56K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9+ 0.09% |
$2.63K - $2.84K
|
10.4K
$3.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.77% |
$2.04K - $2.21K
|
912
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.18% |
$1.75K - $1.9K
|
3.43K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6New |
$1.75K - $1.9K
|
6
$1.95K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6+ 5.13% |
$1.75K - $1.9K
|
123
$40K
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4+ 0.47% |
$1.17K - $1.26K
|
859
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.06% |
$876 - $948
|
4.64K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$876 - $948
|
998
$325K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 7.14% |
$584 - $632
|
30
$9.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.01% |
$584 - $632
|
16.2K
$5.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$584 - $632
|
1.05K
$341K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 3.45% |
$292 - $316
|
30
$9.77K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$292 - $316
|
1
$326
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.03% |
$292 - $316
|
3.16K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$292 - $316
|
1.67K
$542K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1- 0.03% |
$292 - $316
|
3.35K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2- 0.13% |
$584 - $632
|
1.5K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.4% |
$1.46K - $1.58K
|
1.24K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5- 0.65% |
$1.46K - $1.58K
|
763
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5- 0.58% |
$1.46K - $1.58K
|
858
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6- 0.54% |
$1.75K - $1.9K
|
1.1K
$357K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7- 0.45% |
$2.04K - $2.21K
|
1.53K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-8- 0.56% |
$2.34K - $2.53K
|
1.43K
$466K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-8- 0.35% |
$2.34K - $2.53K
|
2.31K
$752K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8- 0.67% |
$2.34K - $2.53K
|
1.19K
$387K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-10- 4.15% |
$2.92K - $3.16K
|
231
$75.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11- 5.26% |
$3.21K - $3.47K
|
198
$64.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-11- 0.77% |
$3.21K - $3.47K
|
1.41K
$460K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-12- 1.76% |
$3.5K - $3.79K
|
671
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-12- 0.72% |
$3.5K - $3.79K
|
1.65K
$536K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-16- 30.77% |
$4.67K - $5.05K
|
36
$11.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-17- 2.54% |
$4.96K - $5.37K
|
653
$213K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-20- 1.82% |
$5.84K - $6.32K
|
1.08K
$352K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-20- 0.45% |
$5.84K - $6.32K
|
4.39K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-25- 2.42% |
$7.3K - $7.9K
|
1.01K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-25- 49.02% |
$7.3K - $7.9K
|
26
$8.47K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-25- 2.08% |
$7.3K - $7.9K
|
1.18K
$383K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-25- 4.94% |
$7.3K - $7.9K
|
481
$157K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-25- 2.62% |
$7.3K - $7.9K
|
929
$302K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-26- 0.55% |
$7.59K - $8.21K
|
4.68K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 4.02% |
$7.88K - $8.53K
|
645
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28- 2.57% |
$8.18K - $8.84K
|
1.06K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-28- 3.15% |
$8.18K - $8.84K
|
862
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-30- 1.11% |
$8.76K - $9.48K
|
2.67K
$869K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30- 0.49% |
$8.76K - $9.48K
|
6.09K
$1.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-33- 4.03% |
$9.64K - $10.4K
|
786
$256K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-35- 0.25% |
$10.2K - $11.1K
|
14.1K
$4.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-35- 17.77% |
$10.2K - $11.1K
|
162
$52.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 2.24% |
$11.7K - $12.6K
|
1.75K
$568K
|