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 |
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
4,308
shares
|
$1.4 Million
0.93% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,219
shares
|
$1.37 Million
0.9% of portfolio
|
Q4 2022
Added 25.6%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,148
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,129
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
4,035
shares
|
$1.31 Million
0.86% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,901
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,868
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2022
Added 20.31%
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,838
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 2.16%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,805
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 8.0%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3,801
shares
|
$1.24 Million
0.47% of portfolio
|
Q1 2025
Reduced 29.51%
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
3,794
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
3,783
shares
|
$1.23 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,746
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,710
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,691
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,661
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,659
shares
|
$1.19 Million
0.66% of portfolio
|
Q1 2025
Added 0.03%
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
3,639
shares
|
$1.18 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
3,542
shares
|
$1.15 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,540
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,529
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
3,523
shares
|
$1.15 Million
0.32% of portfolio
|
Q1 2025
Added 2.0%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,464
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Added 3.96%
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,436
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,409
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 114.94%
|