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 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.85K- 6.17% |
$525K - $556K
|
43.3K
$9.27M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.88K- 2.83% |
$531K - $562K
|
99.1K
$21.2M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.98K- 38.07% |
$549K - $582K
|
4.85K
$1.04M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.18K- 25.83% |
$585K - $620K
|
9.13K
$1.95M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.22K- 94.32% |
$593K - $628K
|
194
$41.5K
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.53K- 50.0% |
$650K - $689K
|
3.53K
$756K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.55K- 31.47% |
$654K - $693K
|
7.74K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.66K- 25.27% |
$673K - $713K
|
10.8K
$2.31M
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-3.68K- 68.83% |
$677K - $717K
|
1.67K
$357K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.91K- 55.21% |
$720K - $763K
|
3.17K
$679K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.94K- 4.26% |
$726K - $769K
|
88.6K
$19M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.12K- 4.16% |
$758K - $803K
|
94.8K
$20.3M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.12K- 19.12% |
$759K - $804K
|
17.4K
$3.73M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.51K- 56.7% |
$830K - $879K
|
3.44K
$737K
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.51K- 67.68% |
$830K - $879K
|
2.15K
$461K
|
|
May 03, 2023
Q1 2023
|
Pariax, LLC
|
SELL
|
- |
-4.85K- 26.73% |
$892K - $945K
|
13.3K
$2.84M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.31K- 72.02% |
$976K - $1.03M
|
2.06K
$441K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.58K- 46.32% |
$1.03M - $1.09M
|
6.47K
$1.38M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.25K- 6.61% |
$1.15M - $1.22M
|
88.4K
$18.9M
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-6.29K- 11.32% |
$1.16M - $1.23M
|
49.3K
$10.5M
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-6.53K- 42.57% |
$1.2M - $1.27M
|
8.81K
$1.88M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.28K- 21.93% |
$1.52M - $1.61M
|
29.5K
$6.31M
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-8.9K- 62.92% |
$1.64M - $1.74M
|
5.24K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.12K- 3.18% |
$1.68M - $1.78M
|
277K
$59.3M
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-9.2K- 22.0% |
$1.69M - $1.79M
|
32.6K
$6.98M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.8K- 2.06% |
$1.98M - $2.1M
|
512K
$110M
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-13.5K- 62.86% |
$2.48M - $2.63M
|
7.96K
$1.7M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 15.38% |
$2.49M - $2.64M
|
74.4K
$15.9M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.1K- 14.33% |
$2.6M - $2.76M
|
84.5K
$18.1M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17K- 27.8% |
$3.13M - $3.32M
|
44.2K
$9.46M
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-17.7K- 77.87% |
$3.26M - $3.46M
|
5.04K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-18K- 68.42% |
$3.31M - $3.51M
|
8.31K
$1.78M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-19.4K- 98.17% |
$3.57M - $3.78M
|
362
$77.5K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.9K- 3.34% |
$4.59M - $4.86M
|
720K
$154M
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25.4K- 91.35% |
$4.68M - $4.96M
|
2.41K
$516K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.9K- 8.77% |
$5.5M - $5.83M
|
311K
$66.6M
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-31.5K- 14.91% |
$5.8M - $6.15M
|
180K
$38.5M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.5K- 10.63% |
$6.17M - $6.53M
|
282K
$60.3M
|