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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5+ 0.08% |
$858 - $998
|
6.23K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
4+ 0.27% |
$686 - $798
|
1.48K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 1.54% |
$686 - $798
|
263
$56.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4+ 0.25% |
$686 - $798
|
1.59K
$341K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.18% |
$686 - $798
|
2.21K
$473K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.32% |
$686 - $798
|
1.26K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 25.0% |
$515 - $599
|
15
$3.21K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
3+ 100.0% |
$515 - $599
|
6
$1.28K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 1.57% |
$343 - $399
|
129
$27.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.15% |
$343 - $399
|
1.31K
$280K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.28% |
$172 - $200
|
357
$76.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.72% |
$172 - $200
|
59
$12.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.07% |
$172 - $200
|
1.34K
$287K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$172 - $200
|
1.17K
$250K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1+ 0.01% |
$172 - $200
|
11.3K
$2.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 3.7% |
$172 - $200
|
28
$5.99K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1- 0.08% |
$172 - $200
|
1.2K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.15% |
$172 - $200
|
658
$141K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.36% |
$515 - $599
|
824
$176K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 9.09% |
$515 - $599
|
30
$6.42K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3- 0.17% |
$515 - $599
|
1.72K
$367K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3- 0.12% |
$515 - $599
|
2.53K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3- 1.22% |
$515 - $599
|
243
$52K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5- 0.15% |
$858 - $998
|
3.35K
$716K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8- 0.27% |
$1.37K - $1.6K
|
2.91K
$622K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9- 1.55% |
$1.54K - $1.8K
|
573
$123K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-20- 0.61% |
$3.43K - $3.99K
|
3.29K
$703K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23- 0.39% |
$3.95K - $4.59K
|
5.8K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-24- 1.02% |
$4.12K - $4.79K
|
2.32K
$496K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-25- 0.99% |
$4.29K - $4.99K
|
2.51K
$537K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-26- 1.65% |
$4.46K - $5.19K
|
1.55K
$332K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-29- 0.16% |
$4.98K - $5.79K
|
18.6K
$3.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-30- 1.06% |
$5.15K - $5.99K
|
2.8K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 1.52% |
$5.15K - $5.99K
|
1.95K
$416K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-31- 13.66% |
$5.32K - $6.19K
|
196
$41.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-33- 2.09% |
$5.66K - $6.59K
|
1.55K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-33- 2.45% |
$5.66K - $6.59K
|
1.32K
$281K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-34- 0.03% |
$5.83K - $6.79K
|
98K
$21M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35- 0.75% |
$6K - $6.99K
|
4.6K
$985K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 1.76% |
$6.86K - $7.98K
|
2.24K
$478K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-45- 2.27% |
$7.72K - $8.98K
|
1.93K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-49- 2.12% |
$8.41K - $9.78K
|
2.26K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-52- 98.11% |
$8.92K - $10.4K
|
1
$214
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-58- 4.31% |
$9.95K - $11.6K
|
1.29K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 4.9% |
$10.3K - $12K
|
1.17K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-60- 0.53% |
$10.3K - $12K
|
11.2K
$2.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-60- 0.48% |
$10.3K - $12K
|
12.5K
$2.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-67- 4.31% |
$11.5K - $13.4K
|
1.49K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-76- 5.88% |
$13K - $15.2K
|
1.22K
$260K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-76- 5.88% |
$13K - $15.2K
|
1.22K
$260K
|