Purchases and Sales Made in Q4 2022 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
258K+ 26.78% |
$55.1M - $63.5M
|
1.22M
$438M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
80.7KNew |
$17.3M - $19.9M
|
80.7K
$29M
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
38.1KNew |
$8.15M - $9.39M
|
38.1K
$13.7M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
29.7K+ 28.06% |
$6.36M - $7.33M
|
136K
$48.7M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
26KNew |
$5.56M - $6.41M
|
26K
$9.34M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.7KNew |
$4.87M - $5.6M
|
22.7K
$8.17M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.5K+ 8.62% |
$4.6M - $5.3M
|
271K
$97.3M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
21KNew |
$4.5M - $5.18M
|
21K
$7.56M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
18.7KNew |
$4.01M - $4.62M
|
18.7K
$6.73M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.5K+ 168.74% |
$3.75M - $4.32M
|
27.9K
$10M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 15.33% |
$3.45M - $3.98M
|
121K
$43.6M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14.8KNew |
$3.17M - $3.65M
|
14.8K
$5.32M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3K+ 2.9% |
$2.42M - $2.79M
|
402K
$144M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 58.72% |
$2.37M - $2.73M
|
29.9K
$10.7M
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.4K+ 499.71% |
$2.23M - $2.57M
|
12.5K
$4.49M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.92K+ 17.49% |
$2.12M - $2.45M
|
66.7K
$24M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.77KNew |
$2.09M - $2.41M
|
9.77K
$3.51M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.09K+ 12.68% |
$1.95M - $2.24M
|
80.8K
$29M
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
8.73KNew |
$1.87M - $2.15M
|
8.73K
$3.14M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.28KNew |
$1.56M - $1.8M
|
7.28K
$2.62M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.24K+ 4.31% |
$1.55M - $1.78M
|
175K
$63M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.16K+ 120.07% |
$1.53M - $1.77M
|
13.1K
$4.72M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6.51KNew |
$1.39M - $1.61M
|
6.51K
$2.34M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.01K+ 9.19% |
$1.29M - $1.48M
|
71.4K
$25.6M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6KNew |
$1.28M - $1.48M
|
6K
$2.16M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.98KNew |
$1.28M - $1.47M
|
5.98K
$2.15M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.98KNew |
$1.28M - $1.47M
|
5.98K
$2.15M
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
5.88K+ 37.52% |
$1.26M - $1.45M
|
21.6K
$7.74M
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5.48KNew |
$1.17M - $1.35M
|
5.48K
$1.97M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.1KNew |
$1.09M - $1.26M
|
5.1K
$1.83M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.07K+ 2335.94% |
$1.08M - $1.25M
|
5.29K
$1.9M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.04K+ 27.03% |
$1.08M - $1.24M
|
23.7K
$8.5M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.34KNew |
$929K - $1.07M
|
4.34K
$1.56M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.84KNew |
$820K - $945K
|
3.84K
$1.38M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.72K+ 4.18% |
$796K - $917K
|
92.7K
$33.3M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
3.71K+ 733.66% |
$793K - $913K
|
4.21K
$1.51M
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.4K+ 12.51% |
$728K - $839K
|
30.6K
$11M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
3.4K+ 11.11% |
$728K - $838K
|
34K
$12.2M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.17K+ 281.03% |
$678K - $781K
|
4.3K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.63KNew |
$562K - $648K
|
2.63K
$945K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.19KNew |
$468K - $539K
|
2.19K
$785K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.15K+ 109.96% |
$460K - $530K
|
4.11K
$1.48M
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.01KNew |
$429K - $494K
|
2.01K
$721K
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.93KNew |
$412K - $475K
|
1.93K
$692K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.9KNew |
$407K - $468K
|
1.9K
$683K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
1.81KNew |
$387K - $446K
|
1.81K
$650K
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$374K - $431K
|
1.75K
$628K
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.65KNew |
$352K - $405K
|
1.65K
$591K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.58KNew |
$339K - $390K
|
1.58K
$569K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.58K+ 4.33% |
$339K - $390K
|
38.2K
$13.7M
|