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 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-65- 0.85% |
$17.3K - $19.3K
|
7.62K
$2.74M
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-65- 0.32% |
$17.3K - $19.3K
|
20.4K
$7.33M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-65- 2.52% |
$17.3K - $19.3K
|
2.52K
$904K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-66- 1.26% |
$17.5K - $19.6K
|
5.16K
$1.85M
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 1.85% |
$18.1K - $20.2K
|
3.61K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 11.16% |
$18.6K - $20.8K
|
557
$200K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-72- 0.95% |
$19.1K - $21.4K
|
7.55K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-73- 3.74% |
$19.4K - $21.7K
|
1.88K
$674K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 61.98% |
$19.9K - $22.2K
|
46
$16.5K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-75- 3.57% |
$19.9K - $22.2K
|
2.02K
$727K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-75- 16.06% |
$19.9K - $22.2K
|
392
$141K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-76- 8.17% |
$20.2K - $22.5K
|
854
$307K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-81- 1.48% |
$21.5K - $24K
|
5.41K
$1.94M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-84- 1.32% |
$22.3K - $24.9K
|
6.27K
$2.25M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-84- 9.15% |
$22.3K - $24.9K
|
834
$300K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-100- 9.3% |
$26.6K - $29.7K
|
975
$350K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-103- 66.88% |
$27.4K - $30.5K
|
51
$18.3K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-106- 8.58% |
$28.2K - $31.4K
|
1.13K
$406K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-109- 2.18% |
$29K - $32.3K
|
4.88K
$1.75M
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-110- 3.57% |
$29.2K - $32.6K
|
2.97K
$1.07M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-118- 5.64% |
$31.4K - $35K
|
1.97K
$709K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-121- 1.75% |
$32.2K - $35.9K
|
6.78K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-131- 2.94% |
$34.8K - $38.9K
|
4.32K
$1.55M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-139- 34.49% |
$37K - $41.2K
|
264
$94.9K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-143- 0.7% |
$38K - $42.4K
|
20.2K
$7.25M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-144- 0.22% |
$38.3K - $42.7K
|
66.6K
$23.9M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-159- 2.63% |
$42.3K - $47.2K
|
5.89K
$2.12M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-159- 2.49% |
$42.3K - $47.2K
|
6.24K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-190- 5.57% |
$50.5K - $56.4K
|
3.22K
$1.16M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-194- 58.43% |
$51.6K - $57.5K
|
138
$49.6K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-210- 17.5% |
$55.8K - $62.3K
|
990
$356K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-230- 2.37% |
$61.1K - $68.2K
|
9.46K
$3.4M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-235- 0.89% |
$62.5K - $69.7K
|
26.3K
$9.45M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-239- 13.71% |
$63.5K - $70.9K
|
1.5K
$540K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-251- 13.07% |
$66.7K - $74.4K
|
1.67K
$600K
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-252- 2.2% |
$67K - $74.7K
|
11.2K
$4.03M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-255- 3.97% |
$67.8K - $75.6K
|
6.18K
$2.22M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-271- 14.26% |
$72K - $80.4K
|
1.63K
$585K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-271- 15.28% |
$72K - $80.4K
|
1.5K
$540K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-287- 4.16% |
$76.3K - $85.1K
|
6.62K
$2.38M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-324- 9.17% |
$86.1K - $96.1K
|
3.21K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-336- 4.15% |
$89.3K - $99.7K
|
7.77K
$2.79M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-337- 92.33% |
$89.6K - $99.9K
|
28
$10.1K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-343- 18.63% |
$91.2K - $102K
|
1.5K
$538K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-362- 6.93% |
$96.2K - $107K
|
4.86K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-365- 16.91% |
$97K - $108K
|
1.79K
$644K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-398- 1.43% |
$106K - $118K
|
27.4K
$9.83M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-430- 12.23% |
$114K - $128K
|
3.09K
$1.11M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-439- 2.11% |
$117K - $130K
|
20.4K
$7.32M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-440- 6.66% |
$117K - $130K
|
6.16K
$2.21M
|