Purchases and Sales Made in Q1 2023 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD CONSUMER STAPLES ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
381K+ 2573.55% |
$70.2M - $74.3M
|
396K
$84.4M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209K+ 4.21% |
$38.6M - $40.9M
|
5.18M
$1.1B
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
200K+ 798072.0% |
$36.7M - $38.9M
|
200K
$42.6M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
194KNew |
$35.7M - $37.8M
|
194K
$41.4M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
135KNew |
$24.9M - $26.4M
|
135K
$28.8M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
66.5KNew |
$12.2M - $13M
|
66.5K
$14.2M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
56.5K+ 17.04% |
$10.4M - $11M
|
388K
$82.8M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.1K+ 21.82% |
$8.85M - $9.38M
|
269K
$57.3M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
46.2KNew |
$8.51M - $9.02M
|
46.2K
$9.86M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
35.8KNew |
$6.59M - $6.99M
|
35.8K
$7.64M
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27.1K+ 11.08% |
$4.99M - $5.29M
|
272K
$57.9M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
24.3KNew |
$4.46M - $4.73M
|
24.3K
$5.17M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.6K+ 39.06% |
$4.16M - $4.4M
|
80.4K
$17.1M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
20.6K+ 21.92% |
$3.79M - $4.02M
|
115K
$24.4M
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
20KNew |
$3.68M - $3.89M
|
20K
$4.26M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 5.71% |
$2.84M - $3.01M
|
285K
$60.9M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
10.4K+ 7.92% |
$1.91M - $2.02M
|
141K
$30.1M
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.02K+ 8.55% |
$1.66M - $1.76M
|
115K
$24.4M
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.76K+ 1.85% |
$1.43M - $1.51M
|
427K
$91M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.55KNew |
$1.39M - $1.47M
|
7.55K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.36KNew |
$1.36M - $1.44M
|
7.36K
$1.57M
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
6.66K+ 3.02% |
$1.22M - $1.3M
|
227K
$48.4M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.55K+ 10.77% |
$1.21M - $1.28M
|
67.3K
$14.4M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.4K+ 8.95% |
$994K - $1.05M
|
65.8K
$14M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.15KNew |
$948K - $1M
|
5.15K
$1.1M
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.03K+ 120.35% |
$925K - $980K
|
9.2K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.92KNew |
$905K - $959K
|
4.92K
$1.05M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.85KNew |
$893K - $946K
|
4.85K
$1.03M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.81K+ 422.48% |
$886K - $938K
|
5.95K
$1.27M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.79K+ 24.24% |
$882K - $935K
|
24.6K
$5.24M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.52KNew |
$832K - $882K
|
4.52K
$964K
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.46K+ 154.9% |
$821K - $869K
|
7.34K
$1.56M
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
4.4K+ 43.37% |
$810K - $859K
|
14.6K
$3.1M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.24K+ 3.01% |
$780K - $827K
|
145K
$30.9M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.03K+ 2.63% |
$742K - $786K
|
157K
$33.6M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.96K+ 454.94% |
$729K - $772K
|
4.83K
$1.03M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.76KNew |
$692K - $733K
|
3.76K
$802K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.62K+ 1.49% |
$666K - $706K
|
246K
$52.5M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.59K+ 21.96% |
$660K - $699K
|
19.9K
$4.24M
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.51K+ 18.79% |
$645K - $684K
|
22.2K
$4.73M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.27K+ 160.39% |
$602K - $638K
|
5.31K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$596K - $632K
|
3.24K
$691K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.22K+ 1659.79% |
$593K - $628K
|
3.41K
$728K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.05KNew |
$561K - $595K
|
3.05K
$650K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.99KNew |
$551K - $584K
|
2.99K
$638K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.95KNew |
$543K - $576K
|
2.95K
$629K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.93K+ 13.1% |
$540K - $572K
|
25.3K
$5.4M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.93K+ 13.1% |
$540K - $572K
|
25.3K
$5.4M
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.92KNew |
$538K - $570K
|
2.92K
$623K
|
|
May 12, 2023
Q1 2023
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
2.8KNew |
$516K - $546K
|
2.8K
$597K
|