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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.53KNew |
$327K - $377K
|
1.53K
$550K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.42K+ 98.07% |
$304K - $350K
|
2.87K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.35K+ 49.47% |
$290K - $334K
|
4.09K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.3K+ 46.29% |
$277K - $320K
|
4.1K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.29KNew |
$275K - $317K
|
1.29K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$258K - $297K
|
1.21K
$433K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.2K+ 23.73% |
$257K - $296K
|
6.26K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.17K+ 7.96% |
$251K - $289K
|
15.9K
$5.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.17KNew |
$250K - $288K
|
1.17K
$420K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 89.75% |
$242K - $278K
|
2.39K
$858K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.11KNew |
$237K - $274K
|
1.11K
$399K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.09K+ 78.26% |
$233K - $268K
|
2.48K
$890K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.09KNew |
$232K - $267K
|
1.09K
$390K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.08K+ 12.5% |
$232K - $267K
|
9.75K
$3.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.07K+ 674.84% |
$230K - $264K
|
1.23K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.06K+ 47.61% |
$226K - $260K
|
3.27K
$1.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.04KNew |
$223K - $256K
|
1.04K
$374K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
1.03KNew |
$220K - $254K
|
1.03K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 77.41% |
$216K - $249K
|
2.32K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
997+ 11.75% |
$213K - $246K
|
9.48K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
985New |
$211K - $243K
|
985
$354K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
950+ 3.75% |
$203K - $234K
|
26.3K
$9.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
949+ 58.87% |
$203K - $234K
|
2.56K
$920K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
860+ 25.6% |
$184K - $212K
|
4.22K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
860+ 21.93% |
$184K - $212K
|
4.78K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
856+ 2.54% |
$183K - $211K
|
34.6K
$12.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
855+ 67.01% |
$183K - $211K
|
2.13K
$766K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
820+ 28.24% |
$175K - $202K
|
3.72K
$1.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
817+ 5.95% |
$175K - $201K
|
14.5K
$5.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
812New |
$174K - $200K
|
812
$292K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
782+ 4.15% |
$167K - $193K
|
19.6K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
762+ 42.76% |
$163K - $188K
|
2.54K
$914K
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
712+ 1.94% |
$152K - $176K
|
37.4K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
653+ 20.31% |
$140K - $161K
|
3.87K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
637+ 21.27% |
$136K - $157K
|
3.63K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
626New |
$134K - $154K
|
626
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
614+ 12.14% |
$131K - $151K
|
5.67K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
600+ 34.03% |
$128K - $148K
|
2.36K
$849K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
549+ 3.12% |
$117K - $135K
|
18.2K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
536+ 24.71% |
$115K - $132K
|
2.71K
$972K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
522New |
$112K - $129K
|
522
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
503+ 5.67% |
$108K - $124K
|
9.38K
$3.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
503+ 20.94% |
$108K - $124K
|
2.91K
$1.04M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
431New |
$92.2K - $106K
|
431
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
400New |
$85.6K - $98.6K
|
400
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
382+ 13.72% |
$81.7K - $94.2K
|
3.17K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
357+ 9.92% |
$76.4K - $88K
|
3.96K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
355+ 5.06% |
$76K - $87.5K
|
7.38K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
353+ 40.25% |
$75.5K - $87K
|
1.23K
$442K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
309New |
$66.1K - $76.2K
|
309
$111K
|