Institutional Ownership Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR). We have compiled data on the 566 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
13,361
shares
|
$4.67 Million
1.56% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,273
shares
|
$4.64 Million
0.13% of portfolio
|
Q3 2022
Added 14.55%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
13,233
shares
|
$4.63 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,139
shares
|
$4.59 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
13,050
shares
|
$4.56 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,717
shares
|
$4.45 Million
1.32% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
12,620
shares
|
$4.41 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,170
shares
|
$4.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
11,919
shares
|
$4.17 Million
3.36% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,487
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,306
shares
|
$3.95 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,818
shares
|
$3.78 Million
0.02% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
10,649
shares
|
$3.72 Million
2.23% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
10,622
shares
|
$3.71 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,604
shares
|
$3.71 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,581
shares
|
$3.7 Million
0.11% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
10,303
shares
|
$3.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,270
shares
|
$3.59 Million
0.37% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
10,246
shares
|
$3.58 Million
0.36% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,235
shares
|
$3.58 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,148
shares
|
$3.55 Million
0.05% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
9,495
shares
|
$3.32 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
9,401
shares
|
$3.29 Million
0.06% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,251
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,187
shares
|
$3.21 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.69%
|