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 553 institutions that hold shares in the stock, with a total of 8.25 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
13,622
shares
|
$4.44 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
13,384
shares
|
$4.36 Million
2.24% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,273
shares
|
$4.32 Million
0.13% of portfolio
|
Q3 2022
Added 14.55%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
13,179
shares
|
$4.29 Million
0.44% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
13,036
shares
|
$4.24 Million
0.01% of portfolio
|
Q1 2025
Added 340.11%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
12,810
shares
|
$4.17 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,613
shares
|
$4.11 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
12,354
shares
|
$4.02 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,170
shares
|
$3.96 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,487
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,306
shares
|
$3.68 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 02, 2025 Q1 2025 |
11,289
shares
|
$3.68 Million
2.34% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,871
shares
|
$3.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.82%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,818
shares
|
$3.52 Million
0.02% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,737
shares
|
$3.5 Million
0.98% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
10,649
shares
|
$3.47 Million
2.23% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
10,622
shares
|
$3.46 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,604
shares
|
$3.45 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,270
shares
|
$3.34 Million
0.37% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
10,246
shares
|
$3.34 Million
0.36% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
9,990
shares
|
$3.25 Million
0.26% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,897
shares
|
$3.22 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
9,401
shares
|
$3.06 Million
0.06% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
9,397
shares
|
$3.06 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,251
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|