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
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-166- 86.91% |
$29.1K - $31.9K
|
25
$5.35K
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-172- 2.07% |
$30.1K - $33K
|
8.15K
$1.74M
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-175- 11.32% |
$30.6K - $33.6K
|
1.37K
$293K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-177- 4.3% |
$31K - $34K
|
3.94K
$844K
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-181- 14.37% |
$31.7K - $34.8K
|
1.08K
$231K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-183- 4.41% |
$32K - $35.1K
|
3.96K
$848K
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-187- 1.55% |
$32.7K - $35.9K
|
11.9K
$2.54M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-188- 1.54% |
$32.9K - $36.1K
|
12.1K
$2.58M
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-192- 71.38% |
$33.6K - $36.9K
|
77
$16.5K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-193- 7.74% |
$33.8K - $37.1K
|
2.3K
$492K
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-196- 1.43% |
$34.3K - $37.6K
|
13.5K
$2.9M
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-201- 3.6% |
$35.2K - $38.6K
|
5.39K
$1.15M
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-217- 9.25% |
$38K - $41.7K
|
2.13K
$455K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-219- 34.65% |
$38.4K - $42K
|
413
$88.4K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-223- 5.89% |
$39.1K - $42.8K
|
3.57K
$763K
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-232- 0.84% |
$40.6K - $44.5K
|
27.4K
$5.86M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-234- 43.01% |
$41K - $44.9K
|
310
$66.3K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-240- 0.5% |
$42K - $46.1K
|
48K
$10.3M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-241- 6.87% |
$42.2K - $46.3K
|
3.27K
$700K
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-250- 2.96% |
$43.8K - $48K
|
8.19K
$1.75M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-251- 1.07% |
$44K - $48.2K
|
23.3K
$4.99M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-260- 12.0% |
$45.5K - $49.9K
|
1.91K
$408K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-262- 14.2% |
$45.9K - $50.3K
|
1.58K
$339K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-282- 27.89% |
$49.4K - $54.1K
|
729
$156K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-294- 9.02% |
$51.5K - $56.4K
|
2.97K
$635K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-300- 12.21% |
$52.5K - $57.6K
|
2.16K
$462K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-300- 12.18% |
$52.5K - $57.6K
|
2.16K
$463K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-303- 16.29% |
$53.1K - $58.2K
|
1.56K
$333K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-308- 1.71% |
$53.9K - $59.1K
|
17.7K
$3.8M
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-314- 1.34% |
$55K - $60.3K
|
23.1K
$4.95M
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-324- 11.8% |
$56.7K - $62.2K
|
2.42K
$518K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-329- 2.35% |
$57.6K - $63.2K
|
13.7K
$2.93M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-333- 20.75% |
$58.3K - $63.9K
|
1.27K
$272K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-336- 16.69% |
$58.8K - $64.5K
|
1.68K
$359K
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-342- 1.03% |
$59.9K - $65.7K
|
33K
$7.06M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-362- 1.68% |
$63.4K - $69.5K
|
21.2K
$4.53M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-362- 3.26% |
$63.4K - $69.5K
|
10.8K
$2.3M
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-405- 0.05% |
$70.9K - $77.8K
|
797K
$171M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-474- 85.41% |
$83K - $91K
|
81
$17.3K
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-505- 32.48% |
$88.4K - $97K
|
1.05K
$225K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-518- 13.15% |
$90.7K - $99.5K
|
3.42K
$732K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-531- 21.43% |
$93K - $102K
|
1.95K
$417K
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-545- 0.51% |
$95.4K - $105K
|
106K
$22.6M
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-564- 3.18% |
$98.8K - $108K
|
17.1K
$3.67M
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-571- 33.04% |
$100K - $110K
|
1.16K
$248K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-572- 9.13% |
$100K - $110K
|
5.7K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-615- 36.07% |
$108K - $118K
|
1.09K
$233K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-624- 12.67% |
$109K - $120K
|
4.3K
$920K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-633- 19.59% |
$111K - $122K
|
2.6K
$556K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-639- 32.65% |
$112K - $123K
|
1.32K
$282K
|