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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,315
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,308
shares
|
$1.51 Million
0.84% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
4,244
shares
|
$1.48 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,219
shares
|
$1.48 Million
0.9% of portfolio
|
Q4 2022
Added 25.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,129
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
4,035
shares
|
$1.41 Million
1.04% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,937
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,929
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,868
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2022
Added 20.31%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
3,783
shares
|
$1.32 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,757
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,740
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,730
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,691
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
3,679
shares
|
$1.29 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
3,658
shares
|
$1.28 Million
0.71% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,650
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,602
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,549
shares
|
$1.24 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
3,542
shares
|
$1.24 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
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,529
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,523
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,454
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,448
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 37.75%
|