Purchases and Sales Made in Q3 2021 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
1.12K+ 10.01% |
$343K - $362K
|
12.3K
$4.42M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.09K+ 1950.0% |
$335K - $353K
|
1.15K
$412K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.07K+ 1.44% |
$330K - $348K
|
75.4K
$27.1M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.05KNew |
$323K - $341K
|
1.05K
$379K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
960+ 17.73% |
$295K - $311K
|
6.37K
$2.29M
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
895New |
$275K - $290K
|
895
$322K
|
|
Nov 15, 2021
Q3 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
859New |
$264K - $278K
|
859
$309K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
839+ 24.87% |
$257K - $272K
|
4.21K
$1.51M
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
839+ 30.05% |
$257K - $272K
|
3.63K
$1.3M
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
828+ 39.39% |
$254K - $268K
|
2.93K
$1.05M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
812New |
$249K - $263K
|
812
$292K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
804+ 23.98% |
$247K - $260K
|
4.16K
$1.49M
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800+ 400.0% |
$246K - $259K
|
1K
$359K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
798+ 14.86% |
$245K - $258K
|
6.17K
$2.22M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
768New |
$236K - $249K
|
768
$276K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
755+ 3.18% |
$232K - $244K
|
24.5K
$8.8M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
745New |
$229K - $241K
|
745
$268K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
741+ 2.62% |
$227K - $240K
|
29.1K
$10.4M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
720New |
$221K - $233K
|
720
$259K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
720New |
$221K - $233K
|
720
$259K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
713+ 21.74% |
$219K - $231K
|
3.99K
$1.43M
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
689+ 3.62% |
$211K - $223K
|
19.7K
$7.08M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
687New |
$211K - $222K
|
687
$247K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
674New |
$207K - $218K
|
674
$242K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
658New |
$202K - $213K
|
658
$236K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
655+ 46.99% |
$201K - $212K
|
2.05K
$736K
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
650New |
$199K - $210K
|
650
$234K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
648New |
$199K - $210K
|
648
$233K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
640New |
$196K - $207K
|
640
$230K
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
605+ 14.87% |
$186K - $196K
|
4.67K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
555+ 9.45% |
$170K - $180K
|
6.43K
$2.31M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
547New |
$168K - $177K
|
547
$197K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
536+ 11.06% |
$165K - $173K
|
5.38K
$1.93M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
531+ 5.92% |
$163K - $172K
|
9.49K
$3.41M
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
525+ 20.67% |
$161K - $170K
|
3.07K
$1.1M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
504+ 1.04% |
$155K - $163K
|
48.9K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
500+ 5.53% |
$153K - $162K
|
9.54K
$3.43M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
474+ 5.86% |
$145K - $153K
|
8.56K
$3.07M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
455+ 8.07% |
$140K - $147K
|
6.09K
$2.19M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
454+ 7.79% |
$139K - $147K
|
6.28K
$2.26M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
449+ 73.97% |
$138K - $145K
|
1.06K
$379K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
445New |
$137K - $144K
|
445
$160K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
444+ 7.62% |
$136K - $144K
|
6.27K
$2.25M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
435+ 0.76% |
$134K - $141K
|
57.7K
$20.7M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
426+ 4.04% |
$131K - $138K
|
11K
$3.94M
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
417+ 2.63% |
$128K - $135K
|
16.3K
$5.84M
|
|
Nov 09, 2021
Q3 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
414+ 2.82% |
$127K - $134K
|
15.1K
$5.42M
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
412+ 9.81% |
$126K - $133K
|
4.61K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
386+ 11.6% |
$118K - $125K
|
3.71K
$1.33M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
379+ 25.89% |
$116K - $123K
|
1.84K
$662K
|