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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.8K+ 124.53% |
$515K - $545K
|
5.04K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.77K+ 17.25% |
$510K - $541K
|
18.8K
$4.03M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.75K+ 6.34% |
$506K - $536K
|
46.1K
$9.86M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.73K+ 14.79% |
$502K - $531K
|
21.1K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.69K+ 69.99% |
$495K - $524K
|
6.53K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.52K+ 1.42% |
$463K - $491K
|
180K
$38.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.5KNew |
$459K - $487K
|
2.5K
$534K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.43KNew |
$447K - $474K
|
2.43K
$520K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.36K+ 32.38% |
$434K - $459K
|
9.63K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.31K+ 28.1% |
$425K - $450K
|
10.5K
$2.25M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.24KNew |
$412K - $437K
|
2.24K
$479K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.12K+ 10.34% |
$390K - $413K
|
22.6K
$4.83M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.12K+ 10.34% |
$390K - $413K
|
22.6K
$4.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.05KNew |
$377K - $400K
|
2.05K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.97K+ 10.54% |
$363K - $385K
|
20.7K
$4.43M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.97KNew |
$363K - $384K
|
1.97K
$422K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 4.49% |
$362K - $383K
|
45.8K
$9.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.89K+ 39.92% |
$348K - $369K
|
6.63K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.79K+ 7.37% |
$330K - $349K
|
26.1K
$5.58M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.76KNew |
$323K - $343K
|
1.76K
$376K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$307K - $326K
|
1.67K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.62K+ 6.46% |
$299K - $316K
|
26.7K
$5.72M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.57KNew |
$289K - $306K
|
1.57K
$336K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.52K+ 2.3% |
$279K - $295K
|
67.3K
$14.4M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.39KNew |
$255K - $270K
|
1.39K
$297K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.38K+ 51.22% |
$254K - $270K
|
4.08K
$873K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.35K+ 213.13% |
$248K - $263K
|
1.98K
$423K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.33KNew |
$244K - $258K
|
1.33K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.3KNew |
$239K - $254K
|
1.3K
$278K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.3KNew |
$239K - $253K
|
1.3K
$278K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.24KNew |
$229K - $242K
|
1.24K
$266K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.24KNew |
$229K - $242K
|
1.24K
$266K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.24KNew |
$228K - $241K
|
1.24K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.23KNew |
$226K - $239K
|
1.23K
$262K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.21KNew |
$223K - $236K
|
1.21K
$259K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.19KNew |
$219K - $232K
|
1.19K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.19KNew |
$218K - $231K
|
1.19K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.15K+ 72.17% |
$211K - $224K
|
2.74K
$587K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.09K+ 75.8% |
$201K - $213K
|
2.54K
$542K
|
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
1.08KNew |
$198K - $210K
|
1.08K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.06KNew |
$195K - $206K
|
1.06K
$226K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.06K+ 10.59% |
$194K - $206K
|
11K
$2.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$193K - $205K
|
1.05K
$225K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.04KNew |
$191K - $202K
|
1.04K
$222K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1K+ 4.78% |
$184K - $195K
|
21.9K
$4.69M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
987+ 0.12% |
$182K - $192K
|
800K
$171M
|
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
976+ 62.89% |
$180K - $190K
|
2.53K
$541K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
956+ 84.53% |
$176K - $186K
|
2.09K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
900+ 52.94% |
$166K - $176K
|
2.6K
$556K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
870New |
$160K - $170K
|
870
$186K
|