Purchases and Sales Made in Q3 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
505K+ 241.13% |
$134M - $150M
|
714K
$257M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
239K+ 150.01% |
$63.7M - $71M
|
399K
$143M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 121.79% |
$32.5M - $36.3M
|
223K
$80M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.4K+ 438.27% |
$22.7M - $25.3M
|
105K
$37.7M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.9K+ 15.6% |
$13M - $14.5M
|
362K
$130M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.6K+ 256.69% |
$8.93M - $9.96M
|
46.7K
$16.8M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
31.7K+ 128.81% |
$8.42M - $9.4M
|
56.3K
$20.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 159.66% |
$8.24M - $9.19M
|
50.4K
$18.1M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.4KNew |
$7.28M - $8.12M
|
27.4K
$9.83M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.5K+ 130.83% |
$6.51M - $7.27M
|
43.2K
$15.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.2KNew |
$5.38M - $6M
|
20.2K
$7.27M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.6K+ 87.68% |
$5.22M - $5.83M
|
42K
$15.1M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18K+ 302.49% |
$4.78M - $5.34M
|
23.9K
$8.6M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8K+ 603.96% |
$4.46M - $4.97M
|
19.5K
$7.02M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.7K+ 4.69% |
$4.43M - $4.94M
|
372K
$134M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$3.31M - $3.69M
|
12.4K
$4.47M
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.3K+ 141.16% |
$3.01M - $3.36M
|
19.4K
$6.95M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.69K+ 285.36% |
$2.57M - $2.87M
|
13.1K
$4.7M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.3KNew |
$2.47M - $2.76M
|
9.3K
$3.34M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9K+ 23082.05% |
$2.39M - $2.67M
|
9.04K
$3.25M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.98K+ 15.97% |
$2.39M - $2.66M
|
65.2K
$23.4M
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8.81K+ 58.17% |
$2.34M - $2.61M
|
23.9K
$8.6M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.29K+ 38.29% |
$2.2M - $2.46M
|
30K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.13K+ 607.7% |
$2.16M - $2.41M
|
9.47K
$3.4M
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
7.89KNew |
$2.1M - $2.34M
|
7.89K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
7.79KNew |
$2.07M - $2.31M
|
7.79K
$2.8M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.74KNew |
$2.06M - $2.3M
|
7.74K
$2.78M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.59K+ 26.51% |
$2.02M - $2.25M
|
36.2K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.58K+ 7.71% |
$1.75M - $1.95M
|
91.9K
$33M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.55K+ 549.24% |
$1.74M - $1.94M
|
7.74K
$2.78M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6.5K+ 13.55% |
$1.73M - $1.93M
|
54.5K
$19.6M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.33KNew |
$1.42M - $1.58M
|
5.33K
$1.91M
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
5.21K+ 51.51% |
$1.39M - $1.55M
|
15.3K
$5.51M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.86K+ 133.96% |
$1.29M - $1.44M
|
8.5K
$3.05M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.86K+ 133.96% |
$1.29M - $1.44M
|
8.5K
$3.05M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.81K+ 27.59% |
$1.28M - $1.43M
|
22.2K
$7.99M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 438.8% |
$1.18M - $1.32M
|
5.46K
$1.96M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.87KNew |
$1.03M - $1.15M
|
3.87K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.7K+ 5.78% |
$983K - $1.1M
|
67.6K
$24.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.41K+ 113.99% |
$907K - $1.01M
|
6.41K
$2.3M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.29KNew |
$874K - $975K
|
3.29K
$1.18M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.22K+ 44.31% |
$856K - $955K
|
10.5K
$3.77M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
2.86KNew |
$760K - $848K
|
2.86K
$1.03M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$708K - $790K
|
2.66K
$957K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.57K+ 21.69% |
$684K - $763K
|
14.4K
$5.19M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.38K+ 14.5% |
$632K - $705K
|
18.8K
$6.75M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.33K+ 40.42% |
$619K - $691K
|
8.09K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 22.59% |
$607K - $677K
|
12.4K
$4.45M
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.21KNew |
$586K - $654K
|
2.21K
$792K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19KNew |
$582K - $650K
|
2.19K
$787K
|