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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$30.8K - $38.3K
|
133
$47.8K
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.63% |
$29.4K - $36.5K
|
20.2K
$7.26M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
126New |
$29.2K - $36.2K
|
126
$45.3K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
123+ 2.49% |
$28.5K - $35.4K
|
5.06K
$1.82M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
104+ 5.61% |
$24.1K - $29.9K
|
1.96K
$703K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
82+ 3.84% |
$19K - $23.6K
|
2.22K
$796K
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
80+ 0.43% |
$18.5K - $23K
|
18.6K
$6.69M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
79New |
$18.3K - $22.7K
|
79
$28.4K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
79New |
$18.3K - $22.7K
|
79
$28.4K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
76New |
$17.6K - $21.9K
|
76
$27.3K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
76+ 11.14% |
$17.6K - $21.9K
|
758
$272K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
72+ 1.59% |
$16.7K - $20.7K
|
4.59K
$1.65M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
67+ 8.04% |
$15.5K - $19.3K
|
900
$323K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
66+ 2.1% |
$15.3K - $19K
|
3.22K
$1.16M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
65+ 6.11% |
$15.1K - $18.7K
|
1.13K
$405K
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62+ 0.5% |
$14.4K - $17.8K
|
12.5K
$4.51M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
57+ 0.98% |
$13.2K - $16.4K
|
5.89K
$2.12M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
47+ 4.35% |
$10.9K - $13.5K
|
1.13K
$405K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 1.46% |
$7.41K - $9.21K
|
2.23K
$801K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
31New |
$7.18K - $8.92K
|
31
$11.1K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
29+ 14.43% |
$6.72K - $8.34K
|
230
$82.6K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
28+ 0.08% |
$6.49K - $8.05K
|
36.3K
$13M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 13.61% |
$6.02K - $7.48K
|
217
$78K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
24New |
$5.56K - $6.9K
|
24
$8.62K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24+ 0.4% |
$5.56K - $6.9K
|
6.1K
$2.19M
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
23+ 0.62% |
$5.33K - $6.62K
|
3.74K
$1.34M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 50.0% |
$4.63K - $5.75K
|
60
$21.6K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
19+ 0.13% |
$4.4K - $5.47K
|
14.3K
$5.15M
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17+ 1.54% |
$3.94K - $4.89K
|
1.12K
$402K
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 1.58% |
$3.47K - $4.32K
|
964
$346K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8+ 0.6% |
$1.85K - $2.3K
|
1.35K
$484K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
8+ 0.23% |
$1.85K - $2.3K
|
3.45K
$1.24M
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
4+ 0.03% |
$927 - $1.15K
|
13.7K
$4.93M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$695 - $863
|
4.14K
$1.49M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$463 - $575
|
2
$719
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$232 - $288
|
1.94K
$698K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 9.09% |
$232 - $288
|
10
$3.59K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2- 0.16% |
$463 - $575
|
1.22K
$437K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2- 0.04% |
$463 - $575
|
5.23K
$1.88M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3- 0.28% |
$695 - $863
|
1.08K
$387K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7- 23.33% |
$1.62K - $2.01K
|
23
$8.26K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-8- 7.48% |
$1.85K - $2.3K
|
99
$35.6K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-9- 1.4% |
$2.08K - $2.59K
|
636
$229K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.36% |
$2.32K - $2.88K
|
2.8K
$1.01M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-10- 0.81% |
$2.32K - $2.88K
|
1.22K
$438K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12- 0.08% |
$2.78K - $3.45K
|
14.4K
$5.16M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-16- 0.43% |
$3.71K - $4.6K
|
3.69K
$1.33M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-20- 17.24% |
$4.63K - $5.75K
|
96
$34.5K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-23- 0.88% |
$5.33K - $6.62K
|
2.6K
$934K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24- 1.13% |
$5.56K - $6.9K
|
2.11K
$756K
|