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
|
Dentgroup LLC
|
BUY
|
- |
7+ 0.19% |
$1.86K - $2.08K
|
3.68K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
5New |
$1.33K - $1.48K
|
5
$1.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.21% |
$798 - $890
|
1.43K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$532 - $593
|
2.91K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.25% |
$532 - $593
|
816
$293K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.11% |
$266 - $297
|
909
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$266 - $297
|
4.58K
$1.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.07% |
$266 - $297
|
1.51K
$541K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1+ 0.12% |
$266 - $297
|
842
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.08% |
$266 - $297
|
1.29K
$462K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$266 - $297
|
419
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3- 0.39% |
$798 - $890
|
770
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.26% |
$1.06K - $1.19K
|
1.51K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 60.0% |
$1.6K - $1.78K
|
4
$1.44K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 1.38% |
$1.86K - $2.08K
|
502
$180K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-7- 0.14% |
$1.86K - $2.08K
|
4.97K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8- 0.16% |
$2.13K - $2.37K
|
4.96K
$1.78M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9- 0.19% |
$2.39K - $2.67K
|
4.72K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-10- 0.21% |
$2.66K - $2.97K
|
4.65K
$1.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-13- 0.06% |
$3.46K - $3.86K
|
22.6K
$8.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-13- 0.47% |
$3.46K - $3.86K
|
2.74K
$986K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-13- 0.92% |
$3.46K - $3.86K
|
1.41K
$505K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 0.31% |
$3.72K - $4.15K
|
4.53K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14- 1.84% |
$3.72K - $4.15K
|
745
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 0.31% |
$3.72K - $4.15K
|
4.53K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15- 1.47% |
$3.99K - $4.45K
|
1K
$360K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.97% |
$4.52K - $5.04K
|
1.73K
$621K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-17- 0.31% |
$4.52K - $5.04K
|
5.39K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-18- 0.79% |
$4.79K - $5.34K
|
2.26K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18- 1.43% |
$4.79K - $5.34K
|
1.24K
$447K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-18- 2.12% |
$4.79K - $5.34K
|
831
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-18- 2.83% |
$4.79K - $5.34K
|
618
$222K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-20- 1.39% |
$5.32K - $5.93K
|
1.42K
$509K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-21- 1.72% |
$5.58K - $6.23K
|
1.2K
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-23- 0.57% |
$6.11K - $6.82K
|
4K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25- 1.63% |
$6.65K - $7.41K
|
1.51K
$543K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 2.3% |
$7.44K - $8.3K
|
1.19K
$428K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-29- 3.59% |
$7.71K - $8.6K
|
779
$280K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-30- 3.75% |
$7.98K - $8.9K
|
769
$276K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-31- 2.76% |
$8.24K - $9.19K
|
1.09K
$393K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-31- 9.12% |
$8.24K - $9.19K
|
309
$111K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-34- 2.19% |
$9.04K - $10.1K
|
1.52K
$544K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-48- 0.34% |
$12.8K - $14.2K
|
14.2K
$5.09M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48- 0.99% |
$12.8K - $14.2K
|
4.81K
$1.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-50- 3.15% |
$13.3K - $14.8K
|
1.54K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-59- 0.68% |
$15.7K - $17.5K
|
8.67K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-59- 3.1% |
$15.7K - $17.5K
|
1.84K
$662K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-60- 4.64% |
$16K - $17.8K
|
1.23K
$443K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-61- 15.44% |
$16.2K - $18.1K
|
334
$120K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 1.38% |
$16.5K - $18.4K
|
4.45K
$1.6M
|