Purchases and Sales Made in Q4 2022 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
62+ 4.58% |
$10.6K - $12.4K
|
1.42K
$303K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
59+ 4.82% |
$10.1K - $11.8K
|
1.28K
$275K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 7.27% |
$10.1K - $11.8K
|
870
$186K
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
58+ 1.02% |
$9.95K - $11.6K
|
5.77K
$1.23M
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
58New |
$9.95K - $11.6K
|
58
$12.4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
55+ 0.95% |
$9.44K - $11K
|
5.84K
$1.25M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
52+ 2.02% |
$8.92K - $10.4K
|
2.63K
$562K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
51+ 1.59% |
$8.75K - $10.2K
|
3.25K
$696K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
49New |
$8.41K - $9.78K
|
49
$10.5K
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
45+ 0.77% |
$7.72K - $8.98K
|
5.87K
$1.26M
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
44+ 1.13% |
$7.55K - $8.78K
|
3.95K
$845K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 204.76% |
$7.38K - $8.58K
|
64
$13.7K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
43New |
$7.38K - $8.58K
|
43
$9.2K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
41+ 0.29% |
$7.03K - $8.18K
|
14.3K
$3.06M
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
41+ 0.97% |
$7.03K - $8.18K
|
4.26K
$911K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
37+ 2.4% |
$6.35K - $7.38K
|
1.58K
$338K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
35New |
$6K - $6.99K
|
35
$7.49K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
32+ 0.32% |
$5.49K - $6.39K
|
10.1K
$2.17M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
31+ 1.33% |
$5.32K - $6.19K
|
2.36K
$506K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 17.96% |
$5.15K - $5.99K
|
197
$42.2K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
30+ 2.33% |
$5.15K - $5.99K
|
1.32K
$282K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
$5.15K - $5.99K
|
30
$6.42K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
27New |
$4.63K - $5.39K
|
27
$5.78K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26+ 0.97% |
$4.46K - $5.19K
|
2.71K
$580K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 1.45% |
$4.12K - $4.79K
|
1.68K
$360K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
22+ 0.76% |
$3.77K - $4.39K
|
2.92K
$625K
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
20+ 1.48% |
$3.43K - $3.99K
|
1.37K
$293K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 0.93% |
$3.43K - $3.99K
|
2.16K
$463K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
19+ 1.41% |
$3.26K - $3.79K
|
1.37K
$292K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18+ 1.39% |
$3.09K - $3.59K
|
1.31K
$281K
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 1.35% |
$3.09K - $3.59K
|
1.35K
$289K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 1.39% |
$3.09K - $3.59K
|
1.32K
$281K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16+ 1.29% |
$2.74K - $3.19K
|
1.26K
$270K
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15+ 0.18% |
$2.57K - $2.99K
|
8.52K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14+ 1.12% |
$2.4K - $2.79K
|
1.27K
$272K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
14New |
$2.4K - $2.79K
|
14
$3K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.55% |
$2.23K - $2.59K
|
2.4K
$513K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.78% |
$2.06K - $2.4K
|
1.55K
$332K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 1.38% |
$1.89K - $2.2K
|
809
$173K
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9+ 0.76% |
$1.54K - $1.8K
|
1.19K
$254K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8+ 0.65% |
$1.37K - $1.6K
|
1.23K
$264K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.54% |
$1.2K - $1.4K
|
1.31K
$281K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.13% |
$1.03K - $1.2K
|
4.69K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.22% |
$1.03K - $1.2K
|
2.77K
$594K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
6+ 0.15% |
$1.03K - $1.2K
|
3.94K
$842K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$1.03K - $1.2K
|
6
$1.28K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.44% |
$1.03K - $1.2K
|
423
$90.5K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 1.27% |
$1.03K - $1.2K
|
478
$102K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 0.57% |
$858 - $998
|
888
$190K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.27% |
$858 - $998
|
1.86K
$398K
|