Purchases and Sales Made in Q4 2023 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131K+ 2.53% |
$23M - $25.2M
|
5.32M
$1.13B
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
99.7KNew |
$17.5M - $19.1M
|
99.7K
$21.3M
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
92.7K+ 98.22% |
$16.2M - $17.8M
|
187K
$39.9M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.1K+ 58.87% |
$11.6M - $12.7M
|
178K
$38M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.8K+ 9.47% |
$11.5M - $12.6M
|
760K
$162M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.8K+ 54.21% |
$7.14M - $7.83M
|
116K
$24.7M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.1K+ 5.44% |
$5.98M - $6.55M
|
662K
$141M
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
33.8K+ 121.07% |
$5.92M - $6.49M
|
61.7K
$13.2M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32.5KNew |
$5.68M - $6.23M
|
32.5K
$6.92M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3K+ 184.13% |
$5.48M - $6.01M
|
48.3K
$10.3M
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
28.3K+ 17.08% |
$4.95M - $5.43M
|
194K
$41.3M
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
24.9KNew |
$4.36M - $4.78M
|
24.9K
$5.3M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.6KNew |
$3.62M - $3.96M
|
20.6K
$4.4M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 106.28% |
$2.51M - $2.75M
|
27.8K
$5.93M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14K+ 58.47% |
$2.46M - $2.69M
|
38K
$8.11M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.9KNew |
$2.43M - $2.66M
|
13.9K
$2.96M
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2KNew |
$2.14M - $2.35M
|
12.2K
$2.61M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11.5K+ 68.49% |
$2.02M - $2.21M
|
28.3K
$6.04M
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 533.5% |
$1.87M - $2.05M
|
12.7K
$2.71M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7K+ 451.91% |
$1.87M - $2.05M
|
13K
$2.78M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.4K+ 103.39% |
$1.83M - $2M
|
20.5K
$4.37M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
9.27KNew |
$1.62M - $1.78M
|
9.27K
$1.98M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.99K+ 19.01% |
$1.57M - $1.73M
|
56.3K
$12M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.8KNew |
$1.37M - $1.5M
|
7.8K
$1.66M
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
7.18K+ 188.43% |
$1.26M - $1.38M
|
11K
$2.34M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.9KNew |
$1.21M - $1.32M
|
6.9K
$1.47M
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6.48K+ 73.71% |
$1.13M - $1.24M
|
15.3K
$3.25M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.22K+ 123.34% |
$1.09M - $1.19M
|
11.3K
$2.4M
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
6.01K+ 79.75% |
$1.05M - $1.15M
|
13.5K
$2.89M
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.96K+ 5.24% |
$1.04M - $1.14M
|
120K
$25.5M
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.66KNew |
$991K - $1.09M
|
5.66K
$1.21M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.56KNew |
$974K - $1.07M
|
5.56K
$1.19M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.23KNew |
$915K - $1M
|
5.23K
$1.11M
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.04K+ 367.59% |
$882K - $967K
|
6.41K
$1.37M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5KNew |
$876K - $960K
|
5K
$1.07M
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.91KNew |
$860K - $942K
|
4.91K
$1.05M
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.04KNew |
$707K - $775K
|
4.04K
$861K
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.87KNew |
$677K - $742K
|
3.87K
$825K
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.79K+ 7.87% |
$663K - $727K
|
51.9K
$11.1M
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.76KNew |
$658K - $722K
|
3.76K
$802K
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.58KNew |
$627K - $687K
|
3.58K
$763K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
3.54K+ 134.15% |
$620K - $679K
|
6.18K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.38K+ 4.63% |
$592K - $649K
|
76.5K
$16.3M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.36K+ 50.42% |
$588K - $645K
|
10K
$2.14M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.24KNew |
$568K - $622K
|
3.24K
$691K
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.89K+ 11.95% |
$506K - $555K
|
27.1K
$5.78M
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.86KNew |
$501K - $549K
|
2.86K
$609K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.71K+ 30.4% |
$475K - $520K
|
11.6K
$2.48M
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.69K+ 0.62% |
$471K - $516K
|
437K
$93.1M
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.68K+ 1.36% |
$469K - $514K
|
199K
$42.5M
|