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 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
186New |
$34.2K - $36.3K
|
186
$39.8K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
185+ 5.03% |
$34.1K - $36.1K
|
3.86K
$826K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
184+ 155.93% |
$33.9K - $35.9K
|
302
$64.6K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
179+ 4.75% |
$32.9K - $34.9K
|
3.95K
$845K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
179+ 3.27% |
$32.9K - $34.9K
|
5.66K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
178+ 1271.43% |
$32.8K - $34.7K
|
192
$41.1K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
172+ 6.34% |
$31.7K - $33.5K
|
2.88K
$617K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
163+ 96.45% |
$30K - $31.8K
|
332
$71K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
160+ 3.75% |
$29.5K - $31.2K
|
4.43K
$948K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
150+ 11.49% |
$27.6K - $29.3K
|
1.46K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
129New |
$23.7K - $25.2K
|
129
$27.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
128+ 118.52% |
$23.6K - $25K
|
236
$50.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
122+ 1.45% |
$22.5K - $23.8K
|
8.51K
$1.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
120+ 9.15% |
$22.1K - $23.4K
|
1.43K
$306K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
115+ 6.72% |
$21.2K - $22.4K
|
1.83K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
110+ 4.39% |
$20.2K - $21.5K
|
2.62K
$560K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
102New |
$18.8K - $19.9K
|
102
$21.8K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100+ 3.6% |
$18.4K - $19.5K
|
2.88K
$615K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100+ 43.1% |
$18.4K - $19.5K
|
332
$71K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100New |
$18.4K - $19.5K
|
100
$21.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
100+ 6.37% |
$18.4K - $19.5K
|
1.67K
$357K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
96+ 3.09% |
$17.7K - $18.7K
|
3.21K
$686K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
90+ 1.65% |
$16.6K - $17.6K
|
5.54K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
85+ 2.03% |
$15.6K - $16.6K
|
4.27K
$913K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
84+ 6.81% |
$15.5K - $16.4K
|
1.32K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
77+ 2.7% |
$14.2K - $15K
|
2.93K
$627K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
75+ 3.52% |
$13.8K - $14.6K
|
2.21K
$472K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
75New |
$13.8K - $14.6K
|
75
$16K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
73+ 5.16% |
$13.4K - $14.2K
|
1.49K
$319K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
72+ 5.52% |
$13.3K - $14K
|
1.38K
$295K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
70+ 0.91% |
$12.9K - $13.7K
|
7.73K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69New |
$12.7K - $13.5K
|
69
$14.8K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57New |
$10.5K - $11.1K
|
57
$12.2K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
56+ 3.24% |
$10.3K - $10.9K
|
1.79K
$382K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50New |
$9.2K - $9.75K
|
50
$10.7K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
47+ 0.8% |
$8.65K - $9.17K
|
5.92K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46New |
$8.47K - $8.97K
|
46
$9.84K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
46+ 3.59% |
$8.47K - $8.97K
|
1.33K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
42+ 0.72% |
$7.73K - $8.19K
|
5.84K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 142.86% |
$7.36K - $7.8K
|
68
$14.6K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
39+ 17.89% |
$7.18K - $7.61K
|
257
$55K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37+ 2.2% |
$6.81K - $7.22K
|
1.72K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 1.15% |
$6.44K - $6.83K
|
3.08K
$659K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
33+ 3300.0% |
$6.07K - $6.44K
|
34
$7.28K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.74% |
$5.89K - $6.24K
|
1.2K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$5.52K - $5.85K
|
30
$6.42K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.74% |
$5.52K - $5.85K
|
4.08K
$872K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30New |
$5.52K - $5.85K
|
30
$6.42K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
27+ 4.71% |
$4.97K - $5.27K
|
600
$128K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
27+ 0.32% |
$4.97K - $5.27K
|
8.46K
$1.81M
|