Purchases and Sales Made in Q3 2024 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q3 2024. 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, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
835New |
$244K - $286K
|
835
$300K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
808+ 8.39% |
$236K - $276K
|
10.4K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
804New |
$235K - $275K
|
804
$289K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
802+ 2.85% |
$234K - $274K
|
28.9K
$10.4M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800+ 317.46% |
$234K - $274K
|
1.05K
$378K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
748New |
$218K - $256K
|
748
$269K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
733+ 2.66% |
$214K - $251K
|
28.3K
$10.2M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
660New |
$193K - $226K
|
660
$237K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
660New |
$193K - $226K
|
660
$237K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
655New |
$191K - $224K
|
655
$235K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
630+ 11.42% |
$184K - $215K
|
6.15K
$2.21M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
620New |
$181K - $212K
|
620
$223K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
619New |
$181K - $212K
|
619
$222K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
617New |
$180K - $211K
|
617
$222K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
613New |
$179K - $210K
|
613
$220K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
613New |
$179K - $210K
|
613
$220K
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
610+ 1.89% |
$178K - $209K
|
32.9K
$11.8M
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
610New |
$178K - $209K
|
610
$219K
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
607New |
$177K - $208K
|
607
$218K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
600New |
$175K - $205K
|
600
$216K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
595New |
$174K - $203K
|
595
$214K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
585+ 5.44% |
$171K - $200K
|
11.3K
$4.07M
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
580+ 23.37% |
$169K - $198K
|
3.06K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
526+ 5.39% |
$154K - $180K
|
10.3K
$3.69M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
478+ 46.86% |
$140K - $163K
|
1.5K
$538K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
457+ 3.3% |
$133K - $156K
|
14.3K
$5.15M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
445New |
$130K - $152K
|
445
$160K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
433+ 3.1% |
$126K - $148K
|
14.4K
$5.18M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
408+ 21.69% |
$119K - $140K
|
2.29K
$822K
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
404+ 3.94% |
$118K - $138K
|
10.7K
$3.83M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
400+ 5.07% |
$117K - $137K
|
8.29K
$2.98M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
359+ 49.52% |
$105K - $123K
|
1.08K
$389K
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
359+ 15.36% |
$105K - $123K
|
2.7K
$969K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
351+ 58.11% |
$102K - $120K
|
955
$343K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
340+ 23.48% |
$99.2K - $116K
|
1.79K
$642K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
324+ 19.53% |
$94.6K - $111K
|
1.98K
$712K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
300+ 7.08% |
$87.6K - $103K
|
4.54K
$1.63M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
290New |
$84.6K - $99.2K
|
290
$104K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
286+ 9.89% |
$83.5K - $97.8K
|
3.18K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
285+ 4.46% |
$83.2K - $97.5K
|
6.68K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
277+ 2.52% |
$80.9K - $94.7K
|
11.3K
$4.06M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
276+ 39.6% |
$80.6K - $94.4K
|
973
$350K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
275+ 3.51% |
$80.3K - $94K
|
8.12K
$2.92M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
266+ 2.72% |
$77.6K - $91K
|
10K
$3.61M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
261+ 2.87% |
$76.2K - $89.2K
|
9.35K
$3.36M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
258+ 14.29% |
$75.3K - $88.2K
|
2.06K
$741K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
248+ 3.45% |
$72.4K - $84.8K
|
7.44K
$2.67M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
241New |
$70.3K - $82.4K
|
241
$86.6K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
228+ 4.51% |
$66.5K - $78K
|
5.28K
$1.9M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
214+ 0.35% |
$62.5K - $73.2K
|
60.5K
$21.7M
|