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 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.16K+ 2.05% |
$287K - $356K
|
57.4K
$20.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.12KNew |
$279K - $346K
|
1.12K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.04K+ 5.09% |
$257K - $320K
|
21.4K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
994New |
$246K - $306K
|
994
$357K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
948+ 30.73% |
$235K - $292K
|
4.03K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
891+ 49.56% |
$221K - $275K
|
2.69K
$966K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
884New |
$219K - $272K
|
884
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
840New |
$208K - $259K
|
840
$302K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
800New |
$198K - $247K
|
800
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
798+ 39.12% |
$198K - $246K
|
2.84K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
791New |
$196K - $244K
|
791
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
786New |
$195K - $242K
|
786
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
784New |
$194K - $242K
|
784
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
775+ 54.65% |
$192K - $239K
|
2.19K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
734New |
$182K - $226K
|
734
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
732New |
$181K - $226K
|
732
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
720New |
$178K - $222K
|
720
$259K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
719New |
$178K - $222K
|
719
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
716New |
$177K - $221K
|
716
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
715New |
$177K - $220K
|
715
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
697New |
$173K - $215K
|
697
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
685+ 3.39% |
$170K - $211K
|
20.9K
$7.52M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
682New |
$169K - $210K
|
682
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
680New |
$169K - $210K
|
680
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
680New |
$169K - $210K
|
680
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
678New |
$168K - $209K
|
678
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
676New |
$168K - $208K
|
676
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
672New |
$167K - $207K
|
672
$241K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
662+ 1.11% |
$164K - $204K
|
60.6K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
661New |
$164K - $204K
|
661
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
660New |
$164K - $203K
|
660
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
651+ 28.62% |
$161K - $201K
|
2.93K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
626+ 5.05% |
$155K - $193K
|
13K
$4.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
615New |
$152K - $190K
|
615
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
595New |
$147K - $183K
|
595
$214K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
553+ 35.27% |
$137K - $170K
|
2.12K
$762K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
521+ 1.98% |
$129K - $161K
|
26.8K
$9.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
519+ 20.42% |
$129K - $160K
|
3.06K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
509+ 13.69% |
$126K - $157K
|
4.23K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
500+ 20.87% |
$124K - $154K
|
2.9K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
480+ 6.58% |
$119K - $148K
|
7.77K
$2.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
447+ 11.42% |
$111K - $138K
|
4.36K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
445+ 11.55% |
$110K - $137K
|
4.3K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
399+ 8.71% |
$98.9K - $123K
|
4.98K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
395New |
$97.9K - $122K
|
395
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
353+ 123.86% |
$87.5K - $109K
|
638
$229K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
338+ 116.15% |
$83.8K - $104K
|
629
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
328+ 4.31% |
$81.3K - $101K
|
7.93K
$2.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
325New |
$80.6K - $100K
|
325
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
308New |
$76.4K - $94.9K
|
308
$111K
|