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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in Vanguard Consumer Discretionary ETF in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 68 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+33
Holders Change %
+13.64%
% of All Funds
5.65%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.23%
New
62
Increased
68
Reduced
90
Closed
25
Calls
$2.26M
Puts
$2.35M
Net Calls
-$84K
Net Calls Change
+$247K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$146M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.1M
3
SWM
Sanctuary Wealth Management
Idaho
$6.99M
4
Morgan Stanley
Morgan Stanley
New York
$65.1M
5
PWS
Paragon Wealth Strategies
Florida
$6.05M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$26.7M
2
Bank of America
Bank of America
North Carolina
$253M
3
Charles Schwab
Charles Schwab
California
$70.2M
4
UBS Group
UBS Group
Switzerland
$129M
5
PL
Polianta Ltd
Jersey
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
226
Ropes Wealth Advisors
Massachusetts
$85K – – –
FPB
227
First PREMIER Bank
South Dakota
$73K – – –
CHA
228
Carmichael Hill & Associates
Maryland
$71K – – –
CFA
229
Carroll Financial Associates
North Carolina
$66K -$43.6K -220 -40%
OIA
230
Optimum Investment Advisors
Illinois
$53K -$83.1K -414 -61%
KTC
231
Kistler-Tiffany Companies
Pennsylvania
$49K +$403 +2 +0.8%
CAN
232
Cetera Advisor Networks
California
$45K +$45K +226 New
SIM
233
Sonora Investment Management
Arizona
$40K – – –
LDFR
234
Lehman & Derafelo Financial Resources
Pennsylvania
$39K +$39K +197 New
BWP
235
Baldwin Wealth Partners
Massachusetts
$35K -$10K -50 -22%
LWA
236
Lenox Wealth Advisors
New York
$34K – – –
SF
237
Synovus Financial
Georgia
$31K -$77.8K -384 -72%
DOA
238
D'Orazio & Associates
Virginia
$31K – – –
GWM
239
Geneos Wealth Management
Colorado
$28K – – –
TPCW
240
TD Private Client Wealth
New York
$27.8K – – –
First Manhattan
241
First Manhattan
New York
$26K -$70K -350 -73%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
OPS
243
Orion Portfolio Solutions
Nebraska
$23K – – –
GRP
244
Global Retirement Partners
California
$22K +$5.05K +25 +30%
AssetMark Inc
245
AssetMark Inc
California
$20K -$17.1K -87 -46%
WEC
246
Winslow Evans & Crocker
Massachusetts
$20K – – –
SFS
247
Sowell Financial Services
Arkansas
$20K – – –
PCIA
248
Prime Capital Investment Advisors
Kansas
$20K +$20K +100 New
LFG
249
Larson Financial Group
Missouri
$19K – – –
BFIM
250
Beese Fulmer Investment Management
Ohio
$19K +$19K +93 New
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