Purchases and Sales Made in Q1 2024 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q1 2024. 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 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
223+ 6.26% |
$42.3K - $45.5K
|
3.79K
$817K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
210+ 9.98% |
$39.8K - $42.9K
|
2.32K
$499K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
207+ 8.33% |
$39.2K - $42.3K
|
2.69K
$581K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
200+ 24.42% |
$37.9K - $40.8K
|
1.02K
$220K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
194+ 4.75% |
$36.8K - $39.6K
|
4.28K
$923K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
193New |
$36.6K - $39.4K
|
193
$41.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
192+ 7.5% |
$36.4K - $39.2K
|
2.75K
$594K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
191+ 7.22% |
$36.2K - $39K
|
2.84K
$612K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
184+ 4.64% |
$34.9K - $37.6K
|
4.15K
$894K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
183New |
$34.7K - $37.4K
|
183
$39.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
171+ 39.68% |
$32.4K - $34.9K
|
602
$130K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
166+ 0.5% |
$31.5K - $33.9K
|
33.2K
$7.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
165+ 3.84% |
$31.3K - $33.7K
|
4.47K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
156+ 780.0% |
$29.6K - $31.8K
|
176
$38K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
151+ 1.53% |
$28.6K - $30.8K
|
9.99K
$2.15M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
150+ 3.75% |
$28.4K - $30.6K
|
4.15K
$895K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
149+ 7.64% |
$28.2K - $30.4K
|
2.1K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
147+ 8.74% |
$27.9K - $30K
|
1.83K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
143+ 2.91% |
$27.1K - $29.2K
|
5.06K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
142+ 9.12% |
$26.9K - $29K
|
1.7K
$366K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142+ 175.31% |
$26.9K - $29K
|
223
$48.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 3.07% |
$25.4K - $27.4K
|
4.5K
$971K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
132New |
$25K - $26.9K
|
132
$28.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
122+ 3.28% |
$23.1K - $24.9K
|
3.85K
$830K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
119+ 6.21% |
$22.6K - $24.3K
|
2.03K
$439K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
115New |
$21.8K - $23.5K
|
115
$24.8K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
114+ 0.42% |
$21.6K - $23.3K
|
27.5K
$5.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
111+ 1.17% |
$21K - $22.7K
|
9.62K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 0.21% |
$19K - $20.4K
|
48.1K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
98+ 0.66% |
$18.6K - $20K
|
15K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
95+ 2.81% |
$18K - $19.4K
|
3.48K
$750K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
91+ 5.61% |
$17.3K - $18.6K
|
1.71K
$370K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
89+ 1.35% |
$16.9K - $18.2K
|
6.66K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
85+ 2.32% |
$16.1K - $17.4K
|
3.74K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
83New |
$15.7K - $16.9K
|
83
$17.9K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
81+ 18.24% |
$15.4K - $16.5K
|
525
$113K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
77New |
$14.6K - $15.7K
|
77
$16.6K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
76+ 2.88% |
$14.4K - $15.5K
|
2.72K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
73+ 2.43% |
$13.8K - $14.9K
|
3.08K
$665K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
73+ 1.14% |
$13.8K - $14.9K
|
6.48K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
72+ 56.25% |
$13.6K - $14.7K
|
200
$43.1K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71+ 5.39% |
$13.5K - $14.5K
|
1.39K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
70New |
$13.3K - $14.3K
|
70
$15.1K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63+ 3.23% |
$11.9K - $12.9K
|
2.01K
$434K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
57+ 50.0% |
$10.8K - $11.6K
|
171
$36.9K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54+ 4.26% |
$10.2K - $11K
|
1.32K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
50+ 3.65% |
$9.48K - $10.2K
|
1.42K
$306K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
49+ 1.61% |
$9.29K - $10K
|
3.09K
$666K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46New |
$8.72K - $9.39K
|
46
$9.92K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 537.5% |
$8.15K - $8.78K
|
51
$11K
|