Vanguard Consumer Discretionary ETF (VCR) Institutional Ownership

$307.71
-0.89 (-0.29%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Consumer Discretionary ETF (NYSEARCA:VCR)

Number of
Institutional Buyers
(last 12 months)
233
Total
Institutional Inflows
(last 12 months)
$740.61M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$391.96M
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VCR Institutional Buying and Selling by Quarter

Vanguard Consumer Discretionary ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Bleakley Financial Group LLC4,193$1.33M0.0%+131.3%0.024%
5/8/2024Avantax Advisory Services Inc.21,565$6.85M0.1%+20.1%0.121%
5/8/2024US Bancorp DE2,661$846K0.0%-11.2%0.015%
5/8/2024QRG Capital Management Inc.1,429$454K0.0%-2.7%0.008%
5/8/2024Williams Jones Wealth Management LLC.1,586$504K0.0%+8.5%0.009%
5/7/2024Verus Capital Partners LLC863$274K0.0%+9.8%0.005%
5/7/2024WNY Asset Management LLC5,617$1.79M0.3%+2.6%0.032%
5/7/2024White Lighthouse Investment Management Inc.4,703$1.49M0.3%+9.4%0.026%
5/7/2024Concurrent Investment Advisors LLC10,635$3.38M0.1%-8.1%0.060%
5/7/2024Montag A & Associates Inc.3,290$1.05M0.1%+51.7%0.019%
5/7/2024KCM Investment Advisors LLC83,681$26.59M1.0%+2.6%0.471%
5/7/2024Adaptive Financial Consulting LLC36,034$11.45M5.1%+1.0%0.203%
5/7/2024Oppenheimer & Co. Inc.5,411$1.72M0.0%-8.3%0.030%
5/7/2024PFG Advisors11,240$3.57M0.3%-16.4%0.063%
5/6/2024 Envestnet Portfolio Solutions Inc.22,188$7.05M0.0%+113.6%0.125%
5/6/2024 Gallacher Capital Management LLC1,476$469K0.2%-14.5%0.008%
5/6/2024 Advisory Alpha LLC1,565$497K0.0%N/A0.009%
5/4/2024 Geneos Wealth Management Inc.672$214K0.0%-4.7%0.004%
5/4/2024 Buck Wealth Strategies LLC882$280K0.1%N/A0.005%
5/4/2024 Csenge Advisory Group1,448$460K0.0%-17.8%0.008%
5/3/2024 MontVue Capital Management Inc.3,456$1.10M1.0%+29.4%0.019%
5/3/2024 Callan Capital LLC16,159$5.13M0.5%-2.6%0.091%
5/3/2024 Rehmann Capital Advisory Group693$220K0.0%N/A0.004%
5/3/2024 Chevy Chase Trust Holdings LLC634$201K0.0%N/A0.004%
5/3/2024 GSA Capital Partners LLP6,623$2.10M0.2%+39.5%0.037%
5/2/2024 Salomon & Ludwin LLC22,699$7.21M0.6%-1.4%0.128%
5/2/2024 Bryn Mawr Capital Management LLC890$283K0.0%-28.7%0.005%
5/2/2024 ESG Planning DBA Harper Investing4,511$1.43M1.7%+299.6%0.025%
5/2/2024 Darrow Company Inc.1,742$553K0.4%N/A0.010%
5/1/2024 Janney Montgomery Scott LLC60,715$19.29M0.1%-6.0%0.342%
5/1/2024 Concourse Financial Group Securities Inc.5,205$1.65M0.1%+4.1%0.029%
4/30/2024 Private Advisor Group LLC16,858$5.36M0.0%+3.7%0.095%
4/30/2024 Consolidated Portfolio Review Corp4,242$1.35M0.4%-2.7%0.024%
4/30/2024 J.W. Cole Advisors Inc.6,948$2.21M0.1%+19.0%0.039%
4/30/2024 Woodward Diversified Capital LLC2,317$736K0.5%-6.5%0.013%
4/30/2024 Arkadios Wealth Advisors1,016$323K0.0%-3.2%0.006%
4/30/2024 M3 Advisory Group LLC722$230K0.2%+5.9%0.004%
4/29/2024Commonwealth Equity Services LLC70,883$22.52M0.0%+3.7%0.399%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC2,530$804K0.2%+4.3%0.014%
4/26/2024 BLB&B Advisors LLC1,657$526K0.0%-21.9%0.009%
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4/26/2024 Bellevue Asset Management LLC3,655$1.16M0.7%-2.7%0.021%
4/26/2024 YHB Investment Advisors Inc.200$64K0.0%N/A0.001%
4/26/2024 Checchi Capital Advisers LLC965$307K0.0%-26.3%0.005%
4/25/2024 Lindbrook Capital LLC15,215$4.83M0.5%-0.6%0.086%
4/25/2024 Olistico Wealth LLC4,620$1.47M1.1%-5.3%0.026%
4/25/2024 Summit Financial LLC671$213K0.0%N/A0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.39,663$12.60M0.0%+21.4%0.223%
4/24/2024 Leavell Investment Management Inc.5,597$1.78M0.1%-7.4%0.031%
4/24/2024 Trinity Legacy Partners LLC10,090$3.21M0.9%+28.2%0.057%
4/24/2024 Simplicity Wealth LLC4,193$1.33M0.0%N/A0.024%
4/24/2024 Spire Wealth Management75,981$24.14M1.0%-1.5%0.428%
4/24/2024 Financial Freedom LLC20,424$6.49M3.8%+1.0%0.115%
4/24/2024 Essex Financial Services Inc.1,241$394K0.0%N/A0.007%
4/23/2024 Global Retirement Partners LLC1,151$366K0.0%+11.5%0.006%
4/23/2024 Fifth Third Bancorp4,098$1.30M0.0%-40.2%0.023%
4/23/2024 Revisor Wealth Management LLC684$213K0.1%N/A0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.52,983$16.83M0.0%+16.6%0.298%
4/22/2024 PFG Investments LLC4,445$1.41M0.1%N/A0.025%
4/22/2024 Raymond James & Associates60,284$19.15M0.0%-0.4%0.339%
4/22/2024 Strategic Advisors LLC6,990$2.22M0.4%-2.0%0.039%
4/19/2024 Horizon Bancorp Inc. IN727$231K0.1%-4.7%0.004%
4/19/2024 Advisor Resource Council2,987$910K0.4%-52.6%0.017%
4/19/2024 Westside Investment Management Inc.21,306$6.76M1.6%+1.9%0.120%
4/19/2024 Trust Co. of Oklahoma32,972$10.48M3.7%-1.1%0.186%
4/19/2024 Yoder Wealth Management Inc.1,874$595K0.4%-16.6%0.011%
4/18/2024 Nvest Financial LLC12,478$3.97M2.6%+24.1%0.070%
4/18/2024 Dixon Mitchell Investment Counsel Inc.85$27K0.0%N/A0.000%
4/18/2024 Exchange Capital Management Inc.23,962$7.61M1.2%+0.6%0.135%
4/18/2024 Fifth Third Securities Inc.5,438$1.73M0.2%-17.1%0.031%
4/18/2024 Clarity Wealth Advisors LLC19,087$6.07M2.1%-5.1%0.107%
4/18/2024 AMI Investment Management Inc.7,477$2.38M0.9%-2.2%0.042%
4/17/2024 Grimes & Company Inc.48,878$15.53M0.5%-4.3%0.275%
4/16/2024 Calton & Associates Inc.709$225K0.1%-15.6%0.004%
4/16/2024 Capital Asset Advisory Services LLC13,314$4.12M0.2%+4.0%0.075%
4/16/2024 Wealth Enhancement Advisory Services LLC21,005$6.67M0.0%+7.7%0.118%
4/15/2024 Agate Pass Investment Management LLC1,201$382K0.2%+51.8%0.007%
4/15/2024 Brookstone Capital Management3,862$1.23M0.0%-5.1%0.022%
4/15/2024 Hobart Private Capital LLC32,408$10.30M3.1%-1.1%0.182%
4/15/2024 Atlas Capital Advisors LLC11,351$3.61M0.6%-12.8%0.064%
4/15/2024 Kwmg LLC13,278$4.22M0.5%-0.3%0.075%
4/13/2024 First Financial Corp IN7,170$2.28M1.2%-1.1%0.042%
4/12/2024 Ignite Planners LLC14,272$4.51M1.3%-1.8%0.085%
4/12/2024 Southland Equity Partners LLC863$274K0.1%N/A0.005%
4/12/2024 First PREMIER Bank753$239K0.1%+13.7%0.004%
4/11/2024 Royal Fund Management LLC4,718$1.51M0.1%+11.6%0.028%
4/11/2024 Beacon Capital Management Inc.517,407$163.36M6.8%+235.8%3.065%
4/11/2024 City State Bank207$66K0.0%-17.9%0.001%
4/11/2024 DHJJ Financial Advisors Ltd.506$161K0.1%+8.6%0.003%
4/11/2024 Executive Wealth Group LLC29,330$9.05M1.9%+200.1%0.174%
4/10/2024 Triangle Securities Wealth Management13,985$4.44M1.3%-0.7%0.083%
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4/10/2024 LexAurum Advisors LLC1,666$529K0.1%-8.0%0.010%
4/10/2024 Park Avenue Securities LLC954$303K0.0%-24.8%0.006%
4/10/2024 Praetorian Wealth Management Inc.20,013$6.36M1.7%+5.2%0.119%
4/10/2024 Polianta Ltd21,400$6.80M3.3%N/A0.127%
4/9/2024 Collective Family Office LLC670$213K0.1%-47.2%0.004%
4/9/2024 Massmutual Trust Co. FSB ADV27,424$8.71M0.3%+2.2%0.162%
4/3/2024 Dentgroup LLC3,157$1.00M0.8%-5.6%0.019%
4/1/2024 Park National Corp OH18,471$5.87M0.2%-5.1%0.109%
3/22/2024PNC Financial Services Group Inc.73,239$22.31M0.0%-4.5%0.434%
3/19/2024 M3 Advisory Group LLC682$208K0.2%N/A0.004%
(Data available from 1/1/2016 forward)

VCR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VCR shares?

During the previous two years, 452 institutional investors and hedge funds held shares of Vanguard Consumer Discretionary ETF. The most heavily invested institutionals were Bank of America Corp DE ($267.27M), Beacon Capital Management Inc. ($163.36M), JPMorgan Chase & Co. ($160.68M), Prudential Financial Inc. ($149.45M), UBS Group AG ($131.72M), Envestnet Asset Management Inc. ($107.51M), and Wells Fargo & Company MN ($95.01M).Learn more on VCR's institutional investors.

Which institutional investors have been buying Vanguard Consumer Discretionary ETF stock?

Of the 383 institutional investors that purchased Vanguard Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management Inc. ($1.07M), Aaron Wealth Advisors LLC ($589.11K), Prudential Financial Inc. ($567.42K), Envestnet Asset Management Inc. ($356.01K), Bank of America Corp DE ($257.77K), Houlihan Financial Resource Group Ltd. ($186.60K), and International Assets Investment Management LLC ($150.16K).

How much institutional buying is happening at Vanguard Consumer Discretionary ETF?

Institutional investors have bought a total of 5,428,732 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

Which Vanguard Consumer Discretionary ETF major shareholders have been selling company stock?

Of the 262 institutional investors that sold Vanguard Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($1.17M), Envestnet Asset Management Inc. ($256.93K), Wells Fargo & Company MN ($182.60K), Houlihan Financial Resource Group Ltd. ($181.99K), Bank of America Corp DE ($152.54K), UBS Group AG ($146.22K), and Advisor Group Holdings Inc. ($116.10K).

How much institutional selling is happening at Vanguard Consumer Discretionary ETF?

Institutional investors have sold a total of 3,406,965 shares in the last 24 months. This volume of shares sold represents approximately $880.32M in transactions.


This page (NYSEARCA:VCR) was last updated on 5/9/2024 by MarketBeat.com Staff

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