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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-645- 2.29% |
$113K - $124K
|
27.5K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-681- 74.59% |
$119K - $131K
|
232
$49.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-684- 11.49% |
$120K - $131K
|
5.27K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-687- 35.43% |
$120K - $132K
|
1.25K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-743- 31.4% |
$130K - $143K
|
1.62K
$347K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-743- 22.49% |
$130K - $143K
|
2.56K
$548K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-744- 8.12% |
$130K - $143K
|
8.42K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-762- 28.46% |
$133K - $146K
|
1.92K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-762- 1.28% |
$133K - $146K
|
58.8K
$12.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-820- 10.61% |
$144K - $157K
|
6.91K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-827- 42.83% |
$145K - $159K
|
1.1K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-848- 5.93% |
$149K - $163K
|
13.4K
$2.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-867- 9.49% |
$152K - $166K
|
8.27K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-885- 6.68% |
$155K - $170K
|
12.4K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-894- 0.12% |
$157K - $172K
|
760K
$163M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-895- 6.67% |
$157K - $172K
|
12.5K
$2.68M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-937- 68.49% |
$164K - $180K
|
431
$92.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-987- 9.51% |
$173K - $189K
|
9.39K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1K- 26.87% |
$175K - $192K
|
2.72K
$582K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.02K- 18.52% |
$178K - $196K
|
4.48K
$960K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.05K- 47.99% |
$184K - $202K
|
1.14K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.07K- 10.42% |
$187K - $205K
|
9.18K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.11K- 16.07% |
$195K - $214K
|
5.81K
$1.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 10.59% |
$195K - $214K
|
9.41K
$2.01M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.13K- 20.8% |
$198K - $217K
|
4.3K
$919K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.13K- 44.21% |
$199K - $218K
|
1.43K
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.14K- 34.3% |
$199K - $218K
|
2.18K
$466K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.22K- 18.24% |
$214K - $235K
|
5.48K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.34K- 30.63% |
$235K - $257K
|
3.04K
$649K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.38K- 30.98% |
$241K - $264K
|
3.07K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.42K- 10.51% |
$249K - $272K
|
12.1K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.43K- 53.84% |
$250K - $275K
|
1.23K
$262K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.46K- 20.72% |
$255K - $280K
|
5.58K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.56K- 8.04% |
$274K - $300K
|
17.9K
$3.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.74K- 43.64% |
$305K - $334K
|
2.25K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 4.85% |
$308K - $338K
|
34.5K
$7.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.84K- 9.46% |
$322K - $353K
|
17.6K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.96K- 2.28% |
$343K - $376K
|
83.7K
$17.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.04K- 13.72% |
$357K - $392K
|
12.8K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.06K- 21.21% |
$361K - $396K
|
7.66K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-2.15K- 61.96% |
$377K - $413K
|
1.32K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.26K- 10.47% |
$395K - $434K
|
19.3K
$4.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.29K- 14.9% |
$402K - $440K
|
13.1K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.45K- 49.15% |
$429K - $470K
|
2.53K
$542K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.53K- 25.1% |
$443K - $486K
|
7.55K
$1.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 70.42% |
$460K - $505K
|
1.1K
$236K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.7K- 47.06% |
$473K - $519K
|
3.04K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.85K- 8.07% |
$498K - $546K
|
32.4K
$6.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.91K- 2.76% |
$510K - $559K
|
103K
$22M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.94K- 12.07% |
$515K - $565K
|
21.4K
$4.58M
|