Latest Institutional Purchases of Vanguard Consumer Discretionar (VCR)
This list provides information on the latest institutional transactions involving Vanguard Consumer Discretionar (VCR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8New |
$1.74K - $2.12K
|
8
$2.45K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.36% |
$218 - $265
|
280
$85.7K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.27% |
$218 - $265
|
80
$24.5K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
21KNew |
$4.5M - $5.18M
|
21K
$6.44M
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
8.73KNew |
$1.87M - $2.15M
|
8.73K
$2.67M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.28KNew |
$1.56M - $1.8M
|
7.28K
$2.23M
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.4K+ 12.51% |
$728K - $839K
|
30.6K
$9.37M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$374K - $431K
|
1.75K
$535K
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.65KNew |
$352K - $405K
|
1.65K
$504K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.58KNew |
$339K - $390K
|
1.58K
$485K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.11KNew |
$237K - $274K
|
1.11K
$340K
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.09K+ 78.26% |
$233K - $268K
|
2.48K
$758K
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.04KNew |
$223K - $256K
|
1.04K
$318K
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
985New |
$211K - $243K
|
985
$302K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
860+ 25.6% |
$184K - $212K
|
4.22K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
653+ 20.31% |
$140K - $161K
|
3.87K
$1.18M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
431New |
$92.2K - $106K
|
431
$132K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
400New |
$85.6K - $98.6K
|
400
$122K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
291New |
$62.3K - $71.7K
|
291
$89.1K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
191New |
$40.9K - $47.1K
|
191
$58.5K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
190New |
$40.7K - $46.8K
|
190
$58.2K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
115New |
$24.6K - $28.3K
|
115
$35.2K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
62New |
$13.3K - $15.3K
|
62
$19K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
61New |
$13.1K - $15K
|
61
$18.7K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
60New |
$12.8K - $14.8K
|
60
$18.4K
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
41+ 8.54% |
$8.77K - $10.1K
|
521
$160K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$2.14K - $2.46K
|
10
$3.06K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8New |
$1.71K - $1.97K
|
8
$2.45K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$642 - $739
|
3
$918
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.61% |
$642 - $739
|
496
$152K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2New |
$428 - $493
|
2
$612
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$214 - $246
|
1
$306
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
PUT |
12.5K+ 55.56% |
$2.9M - $3.6M
|
35K
$10.7M
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.26K+ 3.74% |
$522K - $649K
|
62.5K
$19.1M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.69K+ 14.55% |
$391K - $485K
|
13.3K
$4.06M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.48K+ 10.75% |
$343K - $426K
|
15.3K
$4.67M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
1.45KNew |
$336K - $418K
|
1.45K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.36KNew |
$315K - $392K
|
1.36K
$417K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$262K - $325K
|
1.13K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.1KNew |
$255K - $316K
|
1.1K
$337K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.06K+ 61.99% |
$246K - $305K
|
2.77K
$848K
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
875New |
$203K - $252K
|
875
$268K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$139K - $173K
|
600
$184K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
278+ 1.58% |
$64.4K - $80K
|
17.8K
$5.46M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$30.8K - $38.3K
|
133
$40.7K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$23.2K - $28.8K
|
100
$30.6K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
79New |
$18.3K - $22.7K
|
79
$24.2K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
76New |
$17.6K - $21.9K
|
76
$23.3K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
31New |
$7.18K - $8.92K
|
31
$9.49K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
19+ 0.13% |
$4.4K - $5.47K
|
14.3K
$4.39M
|