Purchases and Sales Made in Q4 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 2023. 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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143K+ 24.01% |
$35.5M - $44.2M
|
740K
$266M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.9K+ 9.24% |
$20.6M - $25.6M
|
981K
$353M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75.1KNew |
$18.6M - $23.1M
|
75.1K
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.8K+ 60.8% |
$15.8M - $19.6M
|
169K
$60.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
58.9K+ 87.15% |
$14.6M - $18.2M
|
127K
$45.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
51.1KNew |
$12.7M - $15.7M
|
51.1K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36.1K+ 381.17% |
$8.95M - $11.1M
|
45.6K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.4K+ 972.34% |
$5.8M - $7.22M
|
25.8K
$9.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
22.7K+ 41.64% |
$5.62M - $6.99M
|
77.1K
$27.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.1KNew |
$4.48M - $5.57M
|
18.1K
$6.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
17.8KNew |
$4.42M - $5.49M
|
17.8K
$6.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.2KNew |
$3.51M - $4.36M
|
14.2K
$5.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 3.45% |
$3.18M - $3.95M
|
385K
$138M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$2.87M - $3.57M
|
11.6K
$4.16M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.1KNew |
$2.74M - $3.41M
|
11.1K
$3.97M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11KNew |
$2.73M - $3.39M
|
11K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 2.42% |
$2.54M - $3.16M
|
432K
$155M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
9.9KNew |
$2.45M - $3.05M
|
9.9K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.77KNew |
$2.42M - $3.01M
|
9.77K
$3.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.61K+ 2.56% |
$2.38M - $2.96M
|
385K
$138M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.12K+ 12.12% |
$2.26M - $2.81M
|
84.4K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.84K+ 65.48% |
$1.94M - $2.42M
|
19.8K
$7.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.51KNew |
$1.37M - $1.7M
|
5.51K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.02K+ 388.24% |
$1.24M - $1.55M
|
6.31K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.53K+ 3.19% |
$1.12M - $1.4M
|
147K
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.05K+ 30.53% |
$1M - $1.25M
|
17.3K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.03K+ 4.38% |
$999K - $1.24M
|
96K
$34.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.11K+ 4.76% |
$770K - $957K
|
68.3K
$24.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.02K+ 37.44% |
$748K - $930K
|
11.1K
$3.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.67KNew |
$662K - $823K
|
2.67K
$959K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.66KNew |
$660K - $820K
|
2.66K
$956K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.4KNew |
$594K - $738K
|
2.4K
$861K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.28KNew |
$566K - $704K
|
2.28K
$821K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.17K+ 27.48% |
$537K - $668K
|
10.1K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.06KNew |
$509K - $633K
|
2.06K
$738K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.04KNew |
$505K - $628K
|
2.04K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.95K+ 88.21% |
$482K - $600K
|
4.15K
$1.49M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.68KNew |
$417K - $519K
|
1.68K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.63K+ 48.22% |
$403K - $501K
|
5K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.55K+ 6.49% |
$385K - $479K
|
25.5K
$9.16M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.54KNew |
$382K - $474K
|
1.54K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.48KNew |
$367K - $456K
|
1.48K
$531K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.47KNew |
$364K - $452K
|
1.47K
$527K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$348K - $432K
|
1.4K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.38K+ 1.72% |
$342K - $425K
|
81.6K
$29.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.31KNew |
$324K - $403K
|
1.31K
$469K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29K+ 2.92% |
$320K - $397K
|
45.4K
$16.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.27KNew |
$315K - $391K
|
1.27K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.24K+ 5.5% |
$308K - $383K
|
23.8K
$8.56M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.18K+ 108.34% |
$293K - $364K
|
2.27K
$817K
|