Purchases and Sales Made in Q3 2022 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
46.4KNew |
$10.8M - $13.4M
|
46.4K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
34.1KNew |
$7.9M - $9.82M
|
34.1K
$12.3M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.9K+ 33.81% |
$6.45M - $8.02M
|
110K
$39.6M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.9K+ 27.84% |
$5.31M - $6.6M
|
105K
$37.8M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14K+ 70.71% |
$3.24M - $4.02M
|
33.7K
$12.1M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.88K+ 111.01% |
$1.83M - $2.27M
|
15K
$5.38M
|
|
Nov 03, 2022
Q3 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
5.83K+ 59.25% |
$1.35M - $1.68M
|
15.7K
$5.63M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
5.25K+ 466.93% |
$1.22M - $1.51M
|
6.38K
$2.29M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.96K+ 3.04% |
$1.15M - $1.43M
|
168K
$60.4M
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.9KNew |
$1.14M - $1.41M
|
4.9K
$1.76M
|
|
Oct 19, 2022
Q3 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
4.48KNew |
$1.04M - $1.29M
|
4.48K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.18K+ 4.51% |
$968K - $1.2M
|
96.7K
$34.7M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$941K - $1.17M
|
4.06K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.87K+ 174.73% |
$897K - $1.11M
|
6.09K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.85K+ 37.7% |
$892K - $1.11M
|
14.1K
$5.05M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
3.31K+ 10.48% |
$767K - $952K
|
34.9K
$12.5M
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.19KNew |
$739K - $918K
|
3.19K
$1.15M
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3KNew |
$694K - $862K
|
3K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
2.79K+ 2.71% |
$647K - $803K
|
106K
$38.1M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.58K+ 14.17% |
$597K - $742K
|
20.8K
$7.47M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 47.96% |
$546K - $678K
|
7.27K
$2.61M
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.26K+ 3.74% |
$522K - $649K
|
62.5K
$22.5M
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.19K+ 110.8% |
$506K - $629K
|
4.16K
$1.49M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.18K+ 9.78% |
$504K - $626K
|
24.4K
$8.77M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.17KNew |
$502K - $624K
|
2.17K
$779K
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
2.07K+ 18.14% |
$479K - $595K
|
13.5K
$4.84M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.03K+ 20.48% |
$471K - $585K
|
12K
$4.3M
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
2K+ 61.82% |
$463K - $575K
|
5.24K
$1.88M
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.98KNew |
$459K - $570K
|
1.98K
$711K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.89KNew |
$439K - $545K
|
1.89K
$681K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.88K+ 17.13% |
$436K - $542K
|
12.9K
$4.63M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.69K+ 14.55% |
$391K - $485K
|
13.3K
$4.77M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
1.59K+ 5.48% |
$369K - $458K
|
30.6K
$11M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.49K+ 111.38% |
$345K - $428K
|
2.82K
$1.01M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.48K+ 10.75% |
$343K - $426K
|
15.3K
$5.48M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
1.45KNew |
$336K - $418K
|
1.45K
$522K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.42K+ 27.1% |
$328K - $408K
|
6.65K
$2.39M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.41K+ 62.81% |
$326K - $405K
|
3.65K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.36KNew |
$315K - $392K
|
1.36K
$489K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.27K+ 5.55% |
$295K - $366K
|
24.2K
$8.7M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.22K+ 79.16% |
$282K - $351K
|
2.76K
$991K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.2KNew |
$278K - $345K
|
1.2K
$432K
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.18K+ 4.53% |
$273K - $339K
|
27.2K
$9.77M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.17KNew |
$271K - $337K
|
1.17K
$420K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$262K - $325K
|
1.13K
$406K
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.13K+ 7.95% |
$261K - $324K
|
15.3K
$5.49M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 89.2% |
$251K - $311K
|
2.3K
$825K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.06K+ 61.99% |
$246K - $305K
|
2.77K
$995K
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.06K+ 64.42% |
$245K - $305K
|
2.7K
$971K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.04K+ 35.96% |
$240K - $298K
|
3.92K
$1.41M
|