Purchases and Sales Made in Q2 2025 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q2 2025. 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 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12+ 0.61% |
$3.49K - $4.37K
|
1.97K
$732K
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12+ 0.95% |
$3.49K - $4.37K
|
1.28K
$474K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11+ 1.62% |
$3.19K - $4.01K
|
688
$255K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.74% |
$2.61K - $3.28K
|
1.22K
$454K
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$2.61K - $3.28K
|
9.41K
$3.49M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8+ 0.47% |
$2.32K - $2.91K
|
1.72K
$637K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7New |
$2.03K - $2.55K
|
7
$2.6K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 1.11% |
$2.03K - $2.55K
|
636
$236K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.74K - $2.19K
|
4.37K
$1.62M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$1.45K - $1.82K
|
5
$1.86K
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.07% |
$1.45K - $1.82K
|
6.92K
$2.57M
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4+ 0.17% |
$1.16K - $1.46K
|
2.31K
$858K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4+ 3.42% |
$1.16K - $1.46K
|
121
$44.9K
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$871 - $1.09K
|
3
$1.11K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 18.75% |
$871 - $1.09K
|
19
$7.05K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.21% |
$871 - $1.09K
|
1.46K
$540K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.21% |
$581 - $729
|
957
$355K
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2+ 0.2% |
$581 - $729
|
1.02K
$379K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$581 - $729
|
2
$742
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.12% |
$581 - $729
|
1.69K
$628K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$581 - $729
|
5.38K
$2M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$581 - $729
|
2.33K
$866K
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2+ 0.31% |
$581 - $729
|
655
$243K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.96% |
$290 - $364
|
105
$39K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$290 - $364
|
426
$158K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.1% |
$290 - $364
|
982
$364K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$290 - $364
|
3.66K
$1.36M
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$290 - $364
|
924
$343K
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.11% |
$290 - $364
|
930
$345K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$290 - $364
|
1
$371
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1+ 0.08% |
$290 - $364
|
1.27K
$470K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$290 - $364
|
3.31K
$1.23M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.04% |
$290 - $364
|
2.66K
$988K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.84% |
$290 - $364
|
118
$43.8K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 7.14% |
$290 - $364
|
13
$4.82K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2- 0.19% |
$581 - $729
|
1.04K
$385K
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2- 0.29% |
$581 - $729
|
676
$251K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.15% |
$871 - $1.09K
|
2.06K
$765K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 4.6% |
$1.16K - $1.46K
|
83
$30.8K
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-6- 0.83% |
$1.74K - $2.19K
|
718
$266K
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.28% |
$2.03K - $2.55K
|
2.48K
$922K
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8- 1.3% |
$2.32K - $2.91K
|
607
$225K
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-9- 0.21% |
$2.61K - $3.28K
|
4.2K
$1.56M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-9- 1.92% |
$2.61K - $3.28K
|
459
$170K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-11- 1.1% |
$3.19K - $4.01K
|
989
$367K
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12- 0.32% |
$3.49K - $4.37K
|
3.79K
$1.41M
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-12- 1.72% |
$3.49K - $4.37K
|
684
$254K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14- 2.18% |
$4.07K - $5.1K
|
628
$233K
|