Purchases and Sales Made in Q4 2024 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD CONSUMER DISCRETIONAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
91New |
$29.9K - $36.5K
|
91
$31.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
91+ 7.56% |
$29.9K - $36.5K
|
1.3K
$453K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
90+ 1.91% |
$29.6K - $36.1K
|
4.81K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
89+ 13.73% |
$29.2K - $35.7K
|
737
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
87+ 8.94% |
$28.6K - $34.9K
|
1.06K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
85+ 7.81% |
$27.9K - $34.1K
|
1.17K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
79+ 987.5% |
$26K - $31.7K
|
87
$30.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
78+ 3.49% |
$25.6K - $31.3K
|
2.32K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
77+ 148.08% |
$25.3K - $30.9K
|
129
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
75+ 8.98% |
$24.6K - $30.1K
|
910
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
75+ 1.49% |
$24.6K - $30.1K
|
5.12K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71+ 7.8% |
$23.3K - $28.5K
|
981
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 2.2% |
$23K - $28.1K
|
3.25K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
69+ 3.61% |
$22.7K - $27.7K
|
1.98K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
66New |
$21.7K - $26.5K
|
66
$23.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63+ 9.25% |
$20.7K - $25.3K
|
744
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
62+ 1.42% |
$20.4K - $24.9K
|
4.43K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
61+ 1.35% |
$20K - $24.5K
|
4.57K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
55+ 0.59% |
$18.1K - $22.1K
|
9.4K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54+ 12.13% |
$17.7K - $21.7K
|
499
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
54+ 7.32% |
$17.7K - $21.7K
|
792
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
53+ 1.56% |
$17.4K - $21.3K
|
3.45K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53+ 0.13% |
$17.4K - $21.3K
|
41.3K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
52+ 5.16% |
$17.1K - $20.9K
|
1.06K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52+ 0.51% |
$17.1K - $20.9K
|
10.2K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
46+ 3.79% |
$15.1K - $18.5K
|
1.26K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
46+ 0.75% |
$15.1K - $18.5K
|
6.19K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44New |
$14.5K - $17.7K
|
44
$15.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
44+ 0.54% |
$14.5K - $17.7K
|
8.16K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43+ 0.84% |
$14.1K - $17.3K
|
5.17K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42+ 6.41% |
$13.8K - $16.9K
|
697
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
42+ 2.95% |
$13.8K - $16.9K
|
1.46K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
36+ 7.48% |
$11.8K - $14.4K
|
517
$181K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
35+ 1.37% |
$11.5K - $14K
|
2.59K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
34New |
$11.2K - $13.6K
|
34
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$10.5K - $12.8K
|
32
$11.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31+ 22.46% |
$10.2K - $12.4K
|
169
$59.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30New |
$9.86K - $12K
|
30
$10.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
29+ 0.43% |
$9.53K - $11.6K
|
6.71K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
28New |
$9.2K - $11.2K
|
28
$9.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27+ 6.7% |
$8.87K - $10.8K
|
430
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
24+ 1.81% |
$7.88K - $9.63K
|
1.35K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 0.6% |
$6.9K - $8.43K
|
3.54K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
20+ 0.77% |
$6.57K - $8.03K
|
2.62K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19+ 0.31% |
$6.24K - $7.63K
|
6.23K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18+ 0.55% |
$5.91K - $7.22K
|
3.27K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
18+ 0.27% |
$5.91K - $7.22K
|
6.71K
$2.34M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17New |
$5.58K - $6.82K
|
17
$5.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 1.51% |
$5.26K - $6.42K
|
1.08K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16New |
$5.26K - $6.42K
|
16
$5.59K
|