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
|
Dentgroup LLC
|
BUY
|
- |
10+ 0.29% |
$2.14K - $2.46K
|
3.46K
$1.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8New |
$1.71K - $1.97K
|
8
$2.87K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.39% |
$1.5K - $1.73K
|
1.79K
$642K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.49% |
$1.5K - $1.73K
|
1.42K
$512K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.62% |
$1.28K - $1.48K
|
970
$349K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$1.07K - $1.23K
|
5.5K
$1.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$642 - $739
|
3
$1.08K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.72% |
$642 - $739
|
417
$150K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.61% |
$642 - $739
|
496
$178K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2New |
$428 - $493
|
2
$719
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$428 - $493
|
4.06K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 10.0% |
$214 - $246
|
11
$3.95K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$214 - $246
|
2.09K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.79% |
$214 - $246
|
127
$45.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$214 - $246
|
1
$359
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 5.0% |
$214 - $246
|
21
$7.55K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1+ 0.09% |
$214 - $246
|
1.13K
$406K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2- 0.17% |
$428 - $493
|
1.15K
$413K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3- 0.28% |
$642 - $739
|
1.08K
$386K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-5- 41.67% |
$1.07K - $1.23K
|
7
$2.52K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-8- 3.48% |
$1.71K - $1.97K
|
222
$79.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-8- 0.55% |
$1.71K - $1.97K
|
1.45K
$521K
|
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-10- 0.62% |
$2.14K - $2.46K
|
1.6K
$574K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10- 1.49% |
$2.14K - $2.46K
|
659
$237K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12- 1.0% |
$2.57K - $2.96K
|
1.18K
$425K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-13- 13.13% |
$2.78K - $3.2K
|
86
$30.9K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17- 0.14% |
$3.64K - $4.19K
|
12.5K
$4.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 33.33% |
$4.28K - $4.93K
|
40
$14.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-20- 1.04% |
$4.28K - $4.93K
|
1.9K
$682K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-35- 1.43% |
$7.49K - $8.63K
|
2.41K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 40.38% |
$8.99K - $10.4K
|
62
$22.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-53- 2.92% |
$11.3K - $13.1K
|
1.76K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60- 0.61% |
$12.8K - $14.8K
|
9.79K
$3.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-61- 5.79% |
$13.1K - $15K
|
992
$356K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-63- 7.89% |
$13.5K - $15.5K
|
735
$264K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-70- 1.94% |
$15K - $17.3K
|
3.53K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-75- 3.56% |
$16K - $18.5K
|
2.03K
$729K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-79- 3.27% |
$16.9K - $19.5K
|
2.34K
$840K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-99- 5.32% |
$21.2K - $24.4K
|
1.76K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 46.51% |
$21.4K - $24.6K
|
115
$41.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 1.0% |
$21.4K - $24.6K
|
9.86K
$3.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-100- 3.54% |
$21.4K - $24.6K
|
2.72K
$979K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-107- 7.66% |
$22.9K - $26.4K
|
1.29K
$463K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-116- 2.54% |
$24.8K - $28.6K
|
4.46K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-123- 8.27% |
$26.3K - $30.3K
|
1.37K
$490K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-135- 8.26% |
$28.9K - $33.3K
|
1.5K
$539K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-136- 2.6% |
$29.1K - $33.5K
|
5.1K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-137- 8.03% |
$29.3K - $33.8K
|
1.57K
$564K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-155- 13.86% |
$33.2K - $38.2K
|
963
$346K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-157- 30.13% |
$33.6K - $38.7K
|
364
$131K
|