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 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
998+ 15.53% |
$175K - $192K
|
7.42K
$1.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
940+ 10.72% |
$165K - $180K
|
9.71K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
915+ 25.09% |
$160K - $176K
|
4.56K
$976K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
894New |
$157K - $172K
|
894
$191K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
871+ 3.07% |
$153K - $167K
|
29.3K
$6.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
859+ 9.4% |
$150K - $165K
|
10K
$2.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
811+ 0.95% |
$142K - $156K
|
86.6K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
743+ 3.21% |
$130K - $143K
|
23.9K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
723New |
$127K - $139K
|
723
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
663+ 24.62% |
$116K - $127K
|
3.36K
$718K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
634+ 39.28% |
$111K - $122K
|
2.25K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
586+ 45.36% |
$103K - $113K
|
1.88K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
569+ 9.14% |
$99.6K - $109K
|
6.79K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
536+ 0.56% |
$93.9K - $103K
|
96.9K
$20.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
529+ 10.14% |
$92.6K - $102K
|
5.74K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
488+ 37.08% |
$85.5K - $93.7K
|
1.8K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
462+ 3.25% |
$80.9K - $88.7K
|
14.7K
$3.14M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
438+ 7300.0% |
$76.7K - $84.1K
|
444
$95K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
438+ 38.09% |
$76.7K - $84.1K
|
1.59K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
416+ 48.88% |
$72.9K - $79.9K
|
1.27K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
413+ 2.86% |
$72.3K - $79.3K
|
14.9K
$3.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
410+ 15.15% |
$71.8K - $78.7K
|
3.12K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
380+ 4.02% |
$66.5K - $73K
|
9.84K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
360+ 33.21% |
$63K - $69.1K
|
1.44K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
352+ 9.58% |
$61.6K - $67.6K
|
4.03K
$862K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
339New |
$59.4K - $65.1K
|
339
$72.5K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
332+ 1.58% |
$58.1K - $63.7K
|
21.3K
$4.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
327+ 4.98% |
$57.3K - $62.8K
|
6.89K
$1.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
321New |
$56.2K - $61.6K
|
321
$68.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
319+ 5.73% |
$55.9K - $61.2K
|
5.89K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
319+ 12.99% |
$55.9K - $61.2K
|
2.78K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
306New |
$53.6K - $58.7K
|
306
$65.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
302+ 1.37% |
$52.9K - $58K
|
22.3K
$4.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
300New |
$52.5K - $57.6K
|
300
$64.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
294+ 8.88% |
$51.5K - $56.4K
|
3.61K
$772K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
290+ 2.03% |
$50.8K - $55.7K
|
14.6K
$3.13M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
261+ 4.28% |
$45.7K - $50.1K
|
6.36K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
260New |
$45.5K - $49.9K
|
260
$55.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
257+ 14.07% |
$45K - $49.3K
|
2.08K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
252+ 2.34% |
$44.1K - $48.4K
|
11K
$2.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
250+ 8.7% |
$43.8K - $48K
|
3.13K
$669K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
237+ 846.43% |
$41.5K - $45.5K
|
265
$56.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
232New |
$40.6K - $44.5K
|
232
$49.6K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
229+ 14.57% |
$40.1K - $44K
|
1.8K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
215+ 3.16% |
$37.7K - $41.3K
|
7.03K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
213+ 9.7% |
$37.3K - $40.9K
|
2.41K
$515K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
212New |
$37.1K - $40.7K
|
212
$45.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
182+ 5.14% |
$31.9K - $34.9K
|
3.73K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
180+ 6.5% |
$31.5K - $34.6K
|
2.95K
$631K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
180+ 11.99% |
$31.5K - $34.6K
|
1.68K
$360K
|