Purchases and Sales Made in Q3 2023 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
458New |
$83.7K - $91.4K
|
458
$98K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
436+ 2.56% |
$79.6K - $87K
|
17.5K
$3.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
381+ 218.97% |
$69.6K - $76.1K
|
555
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
366+ 3.08% |
$66.9K - $73.1K
|
12.2K
$2.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
347+ 12.72% |
$63.4K - $69.3K
|
3.08K
$658K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
345New |
$63K - $68.9K
|
345
$73.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
342+ 25.99% |
$62.5K - $68.3K
|
1.66K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
323+ 13.98% |
$59K - $64.5K
|
2.63K
$564K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
313+ 1.48% |
$57.2K - $62.5K
|
21.5K
$4.6M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
309+ 13.87% |
$56.4K - $61.7K
|
2.54K
$543K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
298+ 0.63% |
$54.4K - $59.5K
|
47.3K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
298+ 4.99% |
$54.4K - $59.5K
|
6.27K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
282+ 414.71% |
$51.5K - $56.3K
|
350
$74.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
277+ 0.3% |
$50.6K - $55.3K
|
94.2K
$20.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
274+ 1.37% |
$50.1K - $54.7K
|
20.3K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
250+ 46.82% |
$45.7K - $49.9K
|
784
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
250+ 1.09% |
$45.7K - $49.9K
|
23.2K
$4.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
216+ 1.12% |
$39.5K - $43.1K
|
19.6K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
204+ 2.75% |
$37.3K - $40.7K
|
7.61K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
200+ 2.9% |
$36.5K - $39.9K
|
7.09K
$1.52M
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
200+ 0.96% |
$36.5K - $39.9K
|
21K
$4.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
190+ 8.38% |
$34.7K - $37.9K
|
2.46K
$526K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
184New |
$33.6K - $36.7K
|
184
$39.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
183+ 6.0% |
$33.4K - $36.5K
|
3.23K
$692K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
169+ 5.39% |
$30.9K - $33.7K
|
3.3K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
163+ 6.82% |
$29.8K - $32.5K
|
2.55K
$546K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
161+ 2.51% |
$29.4K - $32.1K
|
6.56K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
160+ 15.19% |
$29.2K - $31.9K
|
1.21K
$260K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
159+ 13.41% |
$29K - $31.7K
|
1.35K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
156+ 5.97% |
$28.5K - $31.1K
|
2.77K
$593K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
144+ 2.23% |
$26.3K - $28.7K
|
6.59K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
143+ 0.97% |
$26.1K - $28.5K
|
14.9K
$3.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
138New |
$25.2K - $27.5K
|
138
$29.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
133+ 7.86% |
$24.3K - $26.6K
|
1.83K
$391K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
133+ 37.89% |
$24.3K - $26.6K
|
484
$104K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
128+ 2.65% |
$23.4K - $25.6K
|
4.95K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
128New |
$23.4K - $25.6K
|
128
$27.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
122New |
$22.3K - $24.4K
|
122
$26.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
116New |
$21.2K - $23.2K
|
116
$24.8K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
113+ 5.02% |
$20.6K - $22.6K
|
2.37K
$506K
|
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
109+ 8.05% |
$19.9K - $21.8K
|
1.46K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
108New |
$19.7K - $21.6K
|
108
$23.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
107+ 4.16% |
$19.5K - $21.4K
|
2.68K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
102+ 2.85% |
$18.6K - $20.4K
|
3.68K
$786K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
102+ 3.86% |
$18.6K - $20.4K
|
2.74K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
100+ 0.68% |
$18.3K - $20K
|
14.8K
$3.17M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 12.61% |
$18.3K - $20K
|
893
$191K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
99+ 7.47% |
$18.1K - $19.8K
|
1.42K
$305K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
88+ 7.29% |
$16.1K - $17.6K
|
1.3K
$277K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87+ 2.86% |
$15.9K - $17.4K
|
3.13K
$669K
|