Purchases and Sales Made in Q4 2024 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q4 2024. 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 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
207+ 14.66% |
$43.7K - $46.3K
|
1.62K
$357K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
202+ 9.99% |
$42.6K - $45.2K
|
2.22K
$491K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$42.2K - $44.7K
|
200
$44.2K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
187+ 11.89% |
$39.4K - $41.8K
|
1.76K
$389K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
171+ 16.16% |
$36.1K - $38.2K
|
1.23K
$271K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
167+ 33.6% |
$35.2K - $37.3K
|
664
$147K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
163+ 3260.0% |
$34.4K - $36.5K
|
168
$37.1K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
160+ 1.62% |
$33.8K - $35.8K
|
10K
$2.21M
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
160+ 11.86% |
$33.8K - $35.8K
|
1.51K
$333K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
159+ 2.48% |
$33.5K - $35.6K
|
6.57K
$1.45M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
156New |
$32.9K - $34.9K
|
156
$34.4K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
152+ 3.2% |
$32.1K - $34K
|
4.9K
$1.08M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
151New |
$31.9K - $33.8K
|
151
$33.3K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
145+ 9.75% |
$30.6K - $32.4K
|
1.63K
$360K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
132+ 14.27% |
$27.8K - $29.5K
|
1.06K
$233K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
130+ 1.83% |
$27.4K - $29.1K
|
7.24K
$1.6M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
126+ 6.7% |
$26.6K - $28.2K
|
2.01K
$443K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
119+ 6.5% |
$25.1K - $26.6K
|
1.95K
$431K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
116+ 1.52% |
$24.5K - $25.9K
|
7.75K
$1.71M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
110+ 29.65% |
$23.2K - $24.6K
|
481
$106K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
108+ 6.58% |
$22.8K - $24.2K
|
1.75K
$386K
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
105+ 5.7% |
$22.2K - $23.5K
|
1.95K
$430K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
104New |
$21.9K - $23.3K
|
104
$23K
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
103+ 2.14% |
$21.7K - $23K
|
4.93K
$1.09M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
100New |
$21.1K - $22.4K
|
100
$22.1K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
89+ 7.04% |
$18.8K - $19.9K
|
1.35K
$299K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
86+ 5.31% |
$18.1K - $19.2K
|
1.71K
$376K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
81+ 0.52% |
$17.1K - $18.1K
|
15.7K
$3.46M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
77+ 1.05% |
$16.2K - $17.2K
|
7.43K
$1.64M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
71+ 2.49% |
$15K - $15.9K
|
2.92K
$645K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.8% |
$15K - $15.9K
|
8.9K
$1.97M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
70+ 0.85% |
$14.8K - $15.7K
|
8.34K
$1.84M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
70+ 6.02% |
$14.8K - $15.7K
|
1.23K
$272K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
68+ 3.44% |
$14.3K - $15.2K
|
2.05K
$452K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
67New |
$14.1K - $15K
|
67
$14.8K
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
62+ 0.74% |
$13.1K - $13.9K
|
8.48K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
61+ 22.26% |
$12.9K - $13.6K
|
335
$74K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
60+ 1.34% |
$12.7K - $13.4K
|
4.55K
$1M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 10.05% |
$12.7K - $13.4K
|
657
$145K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
58+ 5.7% |
$12.2K - $13K
|
1.08K
$237K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
57+ 1.77% |
$12K - $12.7K
|
3.28K
$724K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
56+ 700.0% |
$11.8K - $12.5K
|
64
$14.1K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 3.73% |
$11.6K - $12.3K
|
1.53K
$338K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
53+ 2.14% |
$11.2K - $11.9K
|
2.52K
$557K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
51New |
$10.8K - $11.4K
|
51
$11.3K
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
49+ 1.35% |
$10.3K - $11K
|
3.69K
$814K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
45+ 1.94% |
$9.49K - $10.1K
|
2.36K
$521K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
45New |
$9.49K - $10.1K
|
45
$9.93K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43+ 3.9% |
$9.07K - $9.62K
|
1.15K
$253K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
41New |
$8.65K - $9.17K
|
41
$9.05K
|