Purchases and Sales Made in Q2 2023 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
601+ 2.48% |
$114K - $121K
|
24.9K
$5.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
596+ 11.4% |
$113K - $120K
|
5.82K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
579+ 7.49% |
$110K - $116K
|
8.31K
$1.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
570+ 10.5% |
$108K - $114K
|
6K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
551+ 10.22% |
$104K - $111K
|
5.95K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
544+ 12.47% |
$103K - $109K
|
4.91K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
524+ 29.32% |
$99.2K - $105K
|
2.31K
$498K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
484+ 9.6% |
$91.6K - $97.2K
|
5.53K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
482+ 9.93% |
$91.3K - $96.8K
|
5.34K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
482+ 9.93% |
$91.3K - $96.8K
|
5.34K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
478+ 19.81% |
$90.5K - $96K
|
2.89K
$623K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
411+ 1.87% |
$77.8K - $82.5K
|
22.3K
$4.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
406+ 1.52% |
$76.9K - $81.5K
|
27.1K
$5.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
403+ 31.83% |
$76.3K - $80.9K
|
1.67K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
400New |
$75.7K - $80.3K
|
400
$86.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
378+ 6.83% |
$71.6K - $75.9K
|
5.92K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
358+ 125.17% |
$67.8K - $71.9K
|
644
$139K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
355+ 26.96% |
$67.2K - $71.3K
|
1.67K
$361K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
350+ 5.38% |
$66.3K - $70.3K
|
6.86K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
348+ 187.1% |
$65.9K - $69.9K
|
534
$115K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
346+ 18.98% |
$65.5K - $69.5K
|
2.17K
$468K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
344+ 8.43% |
$65.1K - $69.1K
|
4.42K
$954K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
342+ 5.6% |
$64.8K - $68.7K
|
6.45K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
329+ 3.13% |
$62.3K - $66.1K
|
10.9K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
326+ 2.58% |
$61.7K - $65.5K
|
13K
$2.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
318+ 2.23% |
$60.2K - $63.9K
|
14.6K
$3.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
299+ 8.3% |
$56.6K - $60K
|
3.9K
$841K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
275+ 10.05% |
$52.1K - $55.2K
|
3.01K
$649K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
268+ 6.82% |
$50.7K - $53.8K
|
4.2K
$905K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
257New |
$48.7K - $51.6K
|
257
$55.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
248+ 1.75% |
$47K - $49.8K
|
14.4K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
248+ 5.49% |
$47K - $49.8K
|
4.77K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
229+ 14.21% |
$43.4K - $46K
|
1.84K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
227+ 398.25% |
$43K - $45.6K
|
284
$61.2K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
219+ 5.67% |
$41.5K - $44K
|
4.08K
$880K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
212+ 8.36% |
$40.1K - $42.6K
|
2.75K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
191+ 5.31% |
$36.2K - $38.4K
|
3.79K
$816K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
181+ 1.77% |
$34.3K - $36.3K
|
10.4K
$2.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
179+ 3.22% |
$33.9K - $35.9K
|
5.73K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
177+ 12.37% |
$33.5K - $35.5K
|
1.61K
$347K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
173+ 5.39% |
$32.8K - $34.7K
|
3.38K
$729K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
173+ 0.79% |
$32.8K - $34.7K
|
22K
$4.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
154+ 2.73% |
$29.2K - $30.9K
|
5.79K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
133+ 1.54% |
$25.2K - $26.7K
|
8.77K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
130+ 2.94% |
$24.6K - $26.1K
|
4.56K
$983K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
125New |
$23.7K - $25.1K
|
125
$27K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
113+ 7.59% |
$21.4K - $22.7K
|
1.6K
$345K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
110+ 3.76% |
$20.8K - $22.1K
|
3.04K
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105+ 152.17% |
$19.9K - $21.1K
|
174
$37.5K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 14.16% |
$18.9K - $20.1K
|
806
$174K
|