Purchases and Sales Made in Q1 2025 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.73K- 36.38% |
$564K - $618K
|
4.78K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.8K- 9.66% |
$579K - $634K
|
26.2K
$5.79M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.81K- 38.15% |
$581K - $636K
|
4.56K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.83K- 5.29% |
$584K - $640K
|
50.6K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.37K- 63.01% |
$695K - $761K
|
1.98K
$437K
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.03K- 38.05% |
$832K - $911K
|
6.56K
$1.45M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.74K- 46.19% |
$979K - $1.07M
|
5.52K
$1.22M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-4.93K- 62.74% |
$1.02M - $1.12M
|
2.93K
$648K
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-5.09K- 30.11% |
$1.05M - $1.15M
|
11.8K
$2.61M
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.23K- 81.05% |
$1.08M - $1.18M
|
1.22K
$270K
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.54K- 21.76% |
$1.14M - $1.25M
|
19.9K
$4.4M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.3K- 45.18% |
$1.3M - $1.42M
|
7.64K
$1.69M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.55K- 9.35% |
$1.56M - $1.71M
|
73.2K
$16.2M
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-7.59K- 22.18% |
$1.57M - $1.72M
|
26.6K
$5.89M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.24K- 11.33% |
$1.91M - $2.09M
|
72.3K
$16M
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9.38K- 30.74% |
$1.94M - $2.12M
|
21.1K
$4.67M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.4K- 82.45% |
$2.14M - $2.34M
|
2.2K
$487K
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-11.5K- 48.12% |
$2.37M - $2.59M
|
12.4K
$2.73M
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-11.9K- 67.5% |
$2.45M - $2.68M
|
5.71K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 16.27% |
$2.8M - $3.07M
|
69.8K
$15.4M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 3.47% |
$2.81M - $3.08M
|
378K
$83.6M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.6K- 93.19% |
$3.42M - $3.74M
|
1.21K
$268K
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-18K- 23.94% |
$3.72M - $4.07M
|
57.2K
$12.6M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18.9K- 5.01% |
$3.9M - $4.27M
|
358K
$79.1M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-20.4K- 19.18% |
$4.21M - $4.61M
|
85.9K
$19M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.3KClosed |
$4.61M - $5.04M
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.5K- 25.86% |
$5.26M - $5.76M
|
73K
$16.1M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.6K- 57.58% |
$6.12M - $6.7M
|
21.8K
$4.82M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-35.3K- 46.82% |
$7.28M - $7.97M
|
40K
$8.85M
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-57K- 15.28% |
$11.8M - $12.9M
|
316K
$69.9M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.7K- 11.12% |
$14.2M - $15.5M
|
549K
$121M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-76.2K- 98.44% |
$15.7M - $17.2M
|
1.21K
$268K
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-522K- 73.02% |
$108M - $118M
|
193K
$42.6M
|