Purchases and Sales Made in Q4 2021 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
78New |
$24.1K - $27.7K
|
78
$28K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
70+ 12.68% |
$21.6K - $24.9K
|
622
$223K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
68+ 6.8% |
$21K - $24.2K
|
1.07K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
66New |
$20.4K - $23.5K
|
66
$23.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
66+ 0.69% |
$20.4K - $23.5K
|
9.59K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64New |
$19.8K - $22.8K
|
64
$23K
|
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
54+ 0.57% |
$16.7K - $19.2K
|
9.46K
$3.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 3.84% |
$16.1K - $18.5K
|
1.41K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
52+ 5.0% |
$16.1K - $18.5K
|
1.09K
$392K
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
52+ 0.28% |
$16.1K - $18.5K
|
18.9K
$6.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
52+ 2.53% |
$16.1K - $18.5K
|
2.11K
$758K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$15.5K - $17.8K
|
50
$18K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
50New |
$15.5K - $17.8K
|
50
$18K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49+ 5.01% |
$15.2K - $17.4K
|
1.03K
$369K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45New |
$13.9K - $16K
|
45
$16.2K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40+ 3.8% |
$12.4K - $14.2K
|
1.09K
$393K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
38+ 1.05% |
$11.7K - $13.5K
|
3.67K
$1.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
37+ 8.51% |
$11.4K - $13.2K
|
472
$170K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
31+ 2.29% |
$9.59K - $11K
|
1.39K
$498K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
30+ 3.01% |
$9.28K - $10.7K
|
1.03K
$369K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
30+ 2.37% |
$9.28K - $10.7K
|
1.29K
$465K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 1.61% |
$9.28K - $10.7K
|
1.9K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
28New |
$8.66K - $9.96K
|
28
$10.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
24+ 1.7% |
$7.42K - $8.54K
|
1.44K
$517K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 4.89% |
$7.42K - $8.54K
|
515
$185K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
23+ 0.54% |
$7.11K - $8.18K
|
4.29K
$1.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23+ 1.01% |
$7.11K - $8.18K
|
2.3K
$826K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22New |
$6.8K - $7.82K
|
22
$7.9K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 3.27% |
$6.8K - $7.82K
|
695
$250K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
18New |
$5.57K - $6.4K
|
18
$6.47K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
17+ 130.77% |
$5.26K - $6.05K
|
30
$10.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
17+ 38.64% |
$5.26K - $6.05K
|
61
$21.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
15New |
$4.64K - $5.33K
|
15
$5.39K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 1.49% |
$4.64K - $5.33K
|
1.02K
$368K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.75% |
$4.33K - $4.98K
|
1.88K
$677K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
14+ 0.29% |
$4.33K - $4.98K
|
4.78K
$1.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
13New |
$4.02K - $4.62K
|
13
$4.67K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10+ 0.71% |
$3.09K - $3.56K
|
1.41K
$507K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 125.0% |
$3.09K - $3.56K
|
18
$6.47K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8+ 0.67% |
$2.47K - $2.85K
|
1.21K
$434K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.59% |
$2.16K - $2.49K
|
1.2K
$431K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.82% |
$1.24K - $1.42K
|
492
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.12% |
$928 - $1.07K
|
2.5K
$898K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.76% |
$618 - $711
|
265
$95.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.61% |
$618 - $711
|
331
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.71% |
$618 - $711
|
285
$102K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
1+ 9.09% |
$309 - $356
|
12
$4.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 1.02% |
$309 - $356
|
99
$35.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.09% |
$309 - $356
|
1.16K
$416K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1+ 0.14% |
$309 - $356
|
728
$262K
|