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 522 institutions that hold shares in the stock, with a total of 7.77 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,273
shares
|
$5.17 Million
0.13% of portfolio
|
Q3 2022
Added 14.55%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
13,233
shares
|
$5.15 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
13,050
shares
|
$5.08 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
12,675
shares
|
$4.94 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,625
shares
|
$4.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
12,447
shares
|
$4.85 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
11,734
shares
|
$4.57 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
11,330
shares
|
$4.41 Million
0.61% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,306
shares
|
$4.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,818
shares
|
$4.21 Million
0.02% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
10,667
shares
|
$4.15 Million
0.85% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
10,649
shares
|
$4.15 Million
2.23% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
10,642
shares
|
$4.14 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,440
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,422
shares
|
$4.06 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,340
shares
|
$4.03 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,276
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,270
shares
|
$4 Million
0.37% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,235
shares
|
$3.99 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10,194
shares
|
$3.97 Million
0.33% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,075
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,046
shares
|
$3.91 Million
0.05% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
9,872
shares
|
$3.84 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,794
shares
|
$3.81 Million
0.61% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,346
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2024
Added 2.87%
|