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 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
86New |
$15.7K - $17.2K
|
86
$18.4K
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
83+ 1.51% |
$15.2K - $16.6K
|
5.59K
$1.2M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
83+ 1.38% |
$15.2K - $16.6K
|
6.1K
$1.31M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
81+ 0.17% |
$14.8K - $16.2K
|
47.4K
$10.1M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
76+ 2.97% |
$13.9K - $15.2K
|
2.64K
$565K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
74+ 0.73% |
$13.5K - $14.8K
|
10.2K
$2.19M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
70+ 0.94% |
$12.8K - $14K
|
7.53K
$1.61M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69+ 0.38% |
$12.6K - $13.8K
|
18K
$3.86M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
67+ 8.68% |
$12.2K - $13.4K
|
839
$180K
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
65+ 2.57% |
$11.9K - $13K
|
2.6K
$556K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
63+ 4.83% |
$11.5K - $12.6K
|
1.37K
$293K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
62+ 1.3% |
$11.3K - $12.4K
|
4.83K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
62New |
$11.3K - $12.4K
|
62
$13.3K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
61New |
$11.1K - $12.2K
|
61
$13.1K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51+ 2.41% |
$9.32K - $10.2K
|
2.17K
$464K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
50New |
$9.13K - $9.98K
|
50
$10.7K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 5.58% |
$8.22K - $8.98K
|
851
$182K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45New |
$8.22K - $8.98K
|
45
$9.63K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$8.22K - $8.98K
|
45
$9.63K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43+ 3.77% |
$7.85K - $8.58K
|
1.19K
$254K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
41+ 2.06% |
$7.49K - $8.18K
|
2.03K
$435K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
39+ 3.07% |
$7.12K - $7.79K
|
1.31K
$280K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 0.18% |
$7.12K - $7.79K
|
22K
$4.71M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35+ 0.33% |
$6.39K - $6.99K
|
10.7K
$2.29M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 1.51% |
$6.21K - $6.79K
|
2.29K
$490K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
31+ 1.75% |
$5.66K - $6.19K
|
1.8K
$385K
|
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 0.73% |
$5.11K - $5.59K
|
3.88K
$829K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
23+ 164.29% |
$4.2K - $4.59K
|
37
$7.92K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
20New |
$3.65K - $3.99K
|
20
$4.28K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
18+ 0.44% |
$3.29K - $3.59K
|
4.1K
$877K
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
17+ 0.45% |
$3.11K - $3.39K
|
3.81K
$816K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
17+ 5.99% |
$3.11K - $3.39K
|
301
$64.4K
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
17+ 1.15% |
$3.11K - $3.39K
|
1.5K
$321K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17+ 1.31% |
$3.11K - $3.39K
|
1.31K
$281K
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.15% |
$2.37K - $2.6K
|
8.79K
$1.88M
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
12+ 0.23% |
$2.19K - $2.4K
|
5.18K
$1.11M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11New |
$2.01K - $2.2K
|
11
$2.35K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.47% |
$1.83K - $2K
|
2.15K
$459K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$1.83K - $2K
|
10
$2.14K
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
9+ 0.65% |
$1.64K - $1.8K
|
1.39K
$296K
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
9+ 0.72% |
$1.64K - $1.8K
|
1.27K
$271K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$1.46K - $1.6K
|
8
$1.71K
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8New |
$1.46K - $1.6K
|
8
$1.71K
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8New |
$1.46K - $1.6K
|
8
$1.71K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.74% |
$1.1K - $1.2K
|
818
$175K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$913 - $998
|
1.29K
$276K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4+ 0.23% |
$731 - $799
|
1.72K
$367K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4+ 0.32% |
$731 - $799
|
1.26K
$270K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.83% |
$731 - $799
|
484
$104K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.22% |
$731 - $799
|
1.85K
$395K
|