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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
210New |
$61.3K - $71.8K
|
210
$75.5K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
195+ 4.74% |
$56.9K - $66.7K
|
4.31K
$1.55M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
189+ 5.98% |
$55.2K - $64.6K
|
3.35K
$1.2M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
163New |
$47.6K - $55.7K
|
163
$58.6K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
161New |
$47K - $55.1K
|
161
$57.8K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
161+ 2.49% |
$47K - $55.1K
|
6.63K
$2.38M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
158New |
$46.1K - $54K
|
158
$56.8K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
150+ 11.38% |
$43.8K - $51.3K
|
1.47K
$527K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
145+ 1.66% |
$42.3K - $49.6K
|
8.88K
$3.19M
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
142+ 1.05% |
$41.4K - $48.6K
|
13.7K
$4.91M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
140+ 0.94% |
$40.9K - $47.9K
|
15K
$5.4M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
139+ 9.42% |
$40.6K - $47.5K
|
1.61K
$580K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
137+ 0.17% |
$40K - $46.8K
|
80.9K
$29.1M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
131+ 6.7% |
$38.2K - $44.8K
|
2.09K
$749K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
128New |
$37.4K - $43.8K
|
128
$46K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
122+ 29.61% |
$35.6K - $41.7K
|
534
$192K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
122+ 1.86% |
$35.6K - $41.7K
|
6.69K
$2.4M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
120+ 1.97% |
$35K - $41K
|
6.21K
$2.23M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
114+ 0.7% |
$33.3K - $39K
|
16.4K
$5.89M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114+ 6.53% |
$33.3K - $39K
|
1.86K
$668K
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 8.5% |
$29.2K - $34.2K
|
1.28K
$458K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
98+ 0.72% |
$28.6K - $33.5K
|
13.6K
$4.89M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
93+ 13.42% |
$27.1K - $31.8K
|
786
$282K
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
92New |
$26.9K - $31.5K
|
92
$33.1K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
79+ 1.1% |
$23.1K - $27K
|
7.25K
$2.61M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
75New |
$21.9K - $25.6K
|
75
$26.9K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
75New |
$21.9K - $25.6K
|
75
$26.9K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 11.97% |
$21.3K - $25K
|
683
$245K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
71+ 1.48% |
$20.7K - $24.3K
|
4.86K
$1.74M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70+ 0.15% |
$20.4K - $23.9K
|
45.6K
$16.4M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
65+ 4.84% |
$19K - $22.2K
|
1.41K
$506K
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
65+ 0.18% |
$19K - $22.2K
|
36.9K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
64+ 2.69% |
$18.7K - $21.9K
|
2.44K
$876K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
59+ 5.73% |
$17.2K - $20.2K
|
1.09K
$391K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
55New |
$16.1K - $18.8K
|
55
$19.8K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52New |
$15.2K - $17.8K
|
52
$18.7K
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
51+ 1.38% |
$14.9K - $17.4K
|
3.75K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50New |
$14.6K - $17.1K
|
50
$18K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
49New |
$14.3K - $16.8K
|
49
$17.6K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
45+ 0.96% |
$13.1K - $15.4K
|
4.72K
$1.7M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42+ 1.53% |
$12.3K - $14.4K
|
2.8K
$1M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
42+ 0.64% |
$12.3K - $14.4K
|
6.6K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
42+ 55.26% |
$12.3K - $14.4K
|
118
$42.4K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39+ 1.19% |
$11.4K - $13.3K
|
3.33K
$1.2M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
39New |
$11.4K - $13.3K
|
39
$14K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
35+ 11.36% |
$10.2K - $12K
|
343
$123K
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
31+ 1.13% |
$9.05K - $10.6K
|
2.77K
$994K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 1.35% |
$8.76K - $10.3K
|
2.25K
$808K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
30+ 0.87% |
$8.76K - $10.3K
|
3.46K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
29New |
$8.46K - $9.92K
|
29
$10.4K
|