Latest Institutional Transactions on Vanguard Consumer Staples ETF (VDC)
This table provides information on the latest institutional transactions involving Vanguard Consumer Staples ETF (VDC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
19+ 1.41% |
$3.26K - $3.79K
|
1.37K
$293K
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
1.16KNew |
$198K - $231K
|
1.16K
$249K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.15% |
$172 - $200
|
658
$141K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
43New |
$7.38K - $8.58K
|
43
$9.24K
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-100- 6.35% |
$17.2K - $20K
|
1.48K
$317K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
74+ 1233.33% |
$12.7K - $14.8K
|
80
$17.2K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
275+ 21.15% |
$47.2K - $54.9K
|
1.58K
$339K
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.12KNew |
$364K - $423K
|
2.12K
$456K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.95KNew |
$335K - $389K
|
1.95K
$419K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
409+ 5.37% |
$70.2K - $81.6K
|
8.02K
$1.72M
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.5KNew |
$257K - $299K
|
1.5K
$322K
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.17KNew |
$200K - $233K
|
1.17K
$250K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
3+ 100.0% |
$515 - $599
|
6
$1.29K
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
600New |
$103K - $120K
|
600
$129K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.36KNew |
$405K - $471K
|
2.36K
$508K
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
9KNew |
$1.54M - $1.8M
|
9K
$1.93M
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.23K+ 67.27% |
$1.07M - $1.24M
|
15.5K
$3.33M
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.42KNew |
$415K - $483K
|
2.42K
$520K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
32+ 0.32% |
$5.49K - $6.39K
|
10.1K
$2.18M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-20- 0.61% |
$3.43K - $3.99K
|
3.29K
$706K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.1KNew |
$188K - $219K
|
1.1K
$235K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
58New |
$9.95K - $11.6K
|
58
$12.5K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
22+ 0.76% |
$3.77K - $4.39K
|
2.92K
$628K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
143+ 5.13% |
$24.5K - $28.5K
|
2.93K
$630K
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-101- 7.17% |
$17.3K - $20.2K
|
1.31K
$281K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
35New |
$6K - $6.99K
|
35
$7.52K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
615New |
$106K - $123K
|
615
$132K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10KNew |
$1.72M - $2M
|
10K
$2.16M
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
135New |
$23.2K - $26.9K
|
135
$29K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
494New |
$84.8K - $98.6K
|
494
$106K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-31- 13.66% |
$5.32K - $6.19K
|
196
$42.1K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-131Closed |
$22.5K - $26.1K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-68Closed |
$11.7K - $13.5K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-26.8KClosed |
$4.61M - $5.34M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.55KClosed |
$438K - $507K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
359+ 3.84% |
$61.7K - $71.4K
|
9.71K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
1.28KNew |
$220K - $255K
|
1.28K
$275K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.21K- 6.39% |
$208K - $241K
|
17.8K
$3.82M
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.43KNew |
$246K - $285K
|
1.43K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.15KClosed |
$198K - $229K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-49- 48.04% |
$8.42K - $9.75K
|
53
$11.4K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
150+ 3.85% |
$25.8K - $29.9K
|
4.05K
$870K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-214- 1.95% |
$36.8K - $42.6K
|
10.8K
$2.31M
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-78- 3.83% |
$13.4K - $15.5K
|
1.96K
$421K
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
1.17KNew |
$201K - $233K
|
1.17K
$251K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
72New |
$12.4K - $14.3K
|
72
$15.5K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
516New |
$88.6K - $103K
|
516
$111K
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
24+ 0.19% |
$4.12K - $4.78K
|
12.3K
$2.65M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
545+ 5.57% |
$93.6K - $108K
|
10.3K
$2.22M
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.96KNew |
$337K - $390K
|
1.96K
$421K
|