Purchases and Sales Made in Q4 2023 in Vanguard Consumer Staples ETF (VDC)
This table provides information about the institutional ownership of Vanguard Consumer Staples ETF (VDC) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD CONSUMER STAPLES ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
182+ 5.14% |
$31.9K - $34.9K
|
3.73K
$793K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
180+ 11.99% |
$31.5K - $34.6K
|
1.68K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
180+ 6.5% |
$31.5K - $34.6K
|
2.95K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
172+ 1.38% |
$30.1K - $33K
|
12.7K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
168New |
$29.4K - $32.3K
|
168
$35.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
168+ 0.19% |
$29.4K - $32.3K
|
89.8K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
166+ 664.0% |
$29.1K - $31.9K
|
191
$40.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
166+ 8.88% |
$29.1K - $31.9K
|
2.04K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
160+ 1.08% |
$28K - $30.7K
|
15K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
149+ 8.99% |
$26.1K - $28.6K
|
1.81K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
148+ 9.2% |
$25.9K - $28.4K
|
1.76K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 11.24% |
$25.7K - $28.2K
|
1.46K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
146+ 0.45% |
$25.6K - $28K
|
32.5K
$6.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
143+ 22.2% |
$25K - $27.5K
|
787
$168K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
136+ 1.8% |
$23.8K - $26.1K
|
7.68K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
132+ 10.19% |
$23.1K - $25.3K
|
1.43K
$304K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
130+ 0.74% |
$22.8K - $25K
|
17.6K
$3.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
129New |
$22.6K - $24.8K
|
129
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
127+ 9.68% |
$22.2K - $24.4K
|
1.44K
$306K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
119+ 9.13% |
$20.8K - $22.8K
|
1.42K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
115+ 2.75% |
$20.1K - $22.1K
|
4.3K
$914K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
105+ 3.73% |
$18.4K - $20.2K
|
2.92K
$622K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
99New |
$17.3K - $19K
|
99
$21.1K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
97+ 5.24% |
$17K - $18.6K
|
1.95K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
94+ 6.23% |
$16.5K - $18K
|
1.6K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
90+ 1.86% |
$15.8K - $17.3K
|
4.92K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
89+ 0.99% |
$15.6K - $17.1K
|
9.04K
$1.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
89+ 1.1% |
$15.6K - $17.1K
|
8.2K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
89+ 0.7% |
$15.6K - $17.1K
|
12.9K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
87+ 1.23% |
$15.2K - $16.7K
|
7.17K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
86+ 1.71% |
$15.1K - $16.5K
|
5.11K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
76+ 21.35% |
$13.3K - $14.6K
|
432
$92K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
75New |
$13.1K - $14.4K
|
75
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
75+ 31.25% |
$13.1K - $14.4K
|
315
$67.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
72New |
$12.6K - $13.8K
|
72
$15.3K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
71+ 2.7% |
$12.4K - $13.6K
|
2.71K
$576K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
71New |
$12.4K - $13.6K
|
71
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
70+ 0.57% |
$12.3K - $13.4K
|
12.3K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70+ 4.88% |
$12.3K - $13.4K
|
1.5K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
67+ 2.37% |
$11.7K - $12.9K
|
2.89K
$616K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
61New |
$10.7K - $11.7K
|
61
$13K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
60New |
$10.5K - $11.5K
|
60
$12.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
60+ 2.31% |
$10.5K - $11.5K
|
2.66K
$566K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59New |
$10.3K - $11.3K
|
59
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
56New |
$9.81K - $10.8K
|
56
$11.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
52+ 0.24% |
$9.11K - $9.98K
|
21.7K
$4.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
52+ 6.78% |
$9.11K - $9.98K
|
819
$174K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
51+ 1.06% |
$8.93K - $9.79K
|
4.87K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.27% |
$8.76K - $9.6K
|
4K
$852K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
48+ 1.99% |
$8.41K - $9.22K
|
2.46K
$524K
|