Purchases and Sales Made in Q2 2023 in Vanguard Consumer Discretionar (VCR)
This table provides information about the institutional ownership of Vanguard Consumer Discretionar (VCR) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 4.13% |
$258K - $300K
|
24.6K
$9.31M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.14K- 33.98% |
$276K - $321K
|
2.21K
$834K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.2K- 28.38% |
$291K - $338K
|
3.02K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.21K- 59.53% |
$294K - $342K
|
820
$310K
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.21K- 8.25% |
$295K - $344K
|
13.5K
$5.1M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 26.23% |
$295K - $344K
|
3.41K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.5K- 34.41% |
$364K - $423K
|
2.85K
$1.08M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 1.66% |
$412K - $479K
|
100K
$38M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.81K- 20.8% |
$441K - $513K
|
6.9K
$2.61M
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-1.87K- 19.68% |
$454K - $528K
|
7.62K
$2.88M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.1K- 2.02% |
$512K - $595K
|
102K
$38.6M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 2.49% |
$515K - $599K
|
82.7K
$31.3M
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-2.15K- 9.3% |
$523K - $608K
|
20.9K
$7.92M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.4K- 46.78% |
$585K - $681K
|
2.73K
$1.03M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.44K- 50.99% |
$594K - $690K
|
2.34K
$886K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.5K- 3.92% |
$609K - $709K
|
61.4K
$23.2M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.93K- 14.7% |
$713K - $830K
|
17K
$6.43M
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-3.11K- 8.09% |
$757K - $880K
|
35.3K
$13.4M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.28K- 38.98% |
$798K - $929K
|
5.13K
$1.94M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.73K- 98.96% |
$907K - $1.05M
|
39
$14.8K
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.48K- 74.3% |
$1.09M - $1.27M
|
1.55K
$586K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-5.35K- 81.93% |
$1.3M - $1.51M
|
1.18K
$446K
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.54K- 4.76% |
$1.35M - $1.57M
|
111K
$41.9M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.57K- 21.18% |
$1.36M - $1.58M
|
20.7K
$7.84M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.69K- 1.55% |
$1.63M - $1.89M
|
424K
$160M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.24K- 84.4% |
$1.76M - $2.05M
|
1.34K
$506K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.35K- 72.6% |
$1.79M - $2.08M
|
2.78K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.14K- 20.23% |
$1.98M - $2.3M
|
32.1K
$12.1M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-9.22K- 71.99% |
$2.24M - $2.61M
|
3.59K
$1.36M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.5K- 44.47% |
$2.55M - $2.97M
|
13.1K
$4.95M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.5K- 6.22% |
$2.57M - $2.99M
|
159K
$60.2M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.6K- 3.42% |
$3.07M - $3.57M
|
355K
$134M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.3K- 20.03% |
$3.24M - $3.77M
|
53.2K
$20.1M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33K- 38.12% |
$8.04M - $9.35M
|
53.6K
$20.3M
|