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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.18KNew |
$580K - $647K
|
2.18K
$784K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.09KNew |
$557K - $621K
|
2.09K
$752K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.09KNew |
$556K - $620K
|
2.09K
$752K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 5.93% |
$530K - $591K
|
35.6K
$12.8M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.91KNew |
$506K - $565K
|
1.91K
$684K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.89KNew |
$504K - $562K
|
1.89K
$681K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.62K+ 88.13% |
$430K - $480K
|
3.46K
$1.24M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.58K+ 14.45% |
$420K - $468K
|
12.5K
$4.49M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.44K+ 23.43% |
$384K - $428K
|
7.6K
$2.73M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.31KNew |
$347K - $388K
|
1.31K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.25KNew |
$333K - $371K
|
1.25K
$449K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.24KNew |
$331K - $369K
|
1.24K
$447K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.15KNew |
$306K - $342K
|
1.15K
$414K
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.13K+ 123.19% |
$299K - $334K
|
2.04K
$733K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.06K+ 37.3% |
$283K - $315K
|
3.91K
$1.41M
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
994+ 39.23% |
$264K - $295K
|
3.53K
$1.27M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
962+ 78.08% |
$256K - $285K
|
2.19K
$788K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
955New |
$254K - $283K
|
955
$343K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
945New |
$251K - $280K
|
945
$340K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
906+ 57.82% |
$241K - $269K
|
2.47K
$889K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
873+ 34.91% |
$232K - $259K
|
3.37K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
850+ 14.72% |
$226K - $252K
|
6.63K
$2.38M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
765+ 8.49% |
$203K - $227K
|
9.78K
$3.51M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
735+ 12.4% |
$195K - $218K
|
6.66K
$2.39M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
727+ 24.31% |
$193K - $216K
|
3.72K
$1.34M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
699+ 11.66% |
$186K - $207K
|
6.69K
$2.4M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
667New |
$177K - $198K
|
667
$240K
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
646+ 1.83% |
$172K - $192K
|
36K
$12.9M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
616+ 1.45% |
$164K - $183K
|
43.2K
$15.5M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
591+ 1.11% |
$157K - $175K
|
53.8K
$19.3M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
589+ 2.84% |
$157K - $175K
|
21.3K
$7.66M
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
523+ 2.81% |
$139K - $155K
|
19.1K
$6.87M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
512+ 13.73% |
$136K - $152K
|
4.24K
$1.52M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
512+ 11.21% |
$136K - $152K
|
5.08K
$1.83M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
509+ 435.04% |
$135K - $151K
|
626
$225K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
490+ 980.0% |
$130K - $145K
|
540
$194K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
479+ 23.22% |
$127K - $142K
|
2.54K
$913K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
444+ 16.24% |
$118K - $132K
|
3.18K
$1.14M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
439+ 51.29% |
$117K - $130K
|
1.3K
$465K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
426New |
$113K - $126K
|
426
$153K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
410+ 38.83% |
$109K - $122K
|
1.47K
$527K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
407+ 3.91% |
$108K - $121K
|
10.8K
$3.89M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
400+ 19.86% |
$106K - $119K
|
2.41K
$867K
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
381+ 5.17% |
$101K - $113K
|
7.76K
$2.79M
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
369+ 1.81% |
$98.1K - $109K
|
20.7K
$7.44M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
336+ 40.98% |
$89.3K - $99.7K
|
1.16K
$415K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
292+ 13.73% |
$77.6K - $86.6K
|
2.42K
$869K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
291+ 1.39% |
$77.4K - $86.3K
|
21.2K
$7.63M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
291New |
$77.4K - $86.3K
|
291
$105K
|
|
Nov 01, 2023
Q3 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
289+ 35.24% |
$76.8K - $85.7K
|
1.11K
$398K
|