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Vanguard Consumer Discretionary ETF
VCR

351 hedge funds and large institutions have $2B invested in Vanguard Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $4.41M | Put options by funds: $1.57M

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

19% more capital invested

Capital invested by funds: $1.68B → $2B (+$320M)

10% more funds holding

Funds holding: 320 → 351 (+31)

8% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 101

2.53% less ownership

Funds ownership: 44.64% → 42.11% (-2.5%)

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
6.21%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.34%
New
61
Increased
109
Reduced
101
Closed
24
Calls
$4.41M
Puts
$1.57M
Net Calls
+$2.83M
Net Calls Change
+$2.53M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$15.8M
2
B
Barings
North Carolina
+$9.15M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.59M
5
KWM
Kingsview Wealth Management
Oregon
+$7.01M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$75.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.85M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.47M
4
UBS Group
UBS Group
Switzerland
-$6.16M
5
RCS
Retirement Capital Strategies
California
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
226
Valley National Advisers
Pennsylvania
$326K – – –
GLA
227
Good Life Advisors
Pennsylvania
$321K -$38.1K -150 -11%
SF
228
Synovus Financial
Georgia
$313K – – –
CBFP
229
Cedar Brook Financial Partners
Ohio
$308K -$20.1K -79 -7%
NFP
230
Novak Financial Planning
Maryland
$300K +$277K +1,091 New
CIM
231
Corbyn Investment Management
Maryland
$297K +$274K +1,079 New
RIA
232
Realta Investment Advisors
Delaware
$296K -$8.63K -34 -3%
1WA
233
180 Wealth Advisors
Washington
$295K +$14K +55 +6%
RMAM
234
Raab & Moskowitz Asset Management
New Jersey
$294K -$8.38K -33 -3%
BBA
235
BLB&B Advisors
Pennsylvania
$293K – – –
VFA
236
Voya Financial Advisors
Connecticut
$291K -$40.1K -158 -13%
WJWM
237
Williams Jones Wealth Management
New York
$289K – – –
CIA
238
Choate Investment Advisors
Massachusetts
$285K -$45.7K -180 -15%
BWM
239
BigSur Wealth Management
Florida
$285K +$263K +1,035 New
EP
240
Eudaimonia Partners
Tennessee
$282K – – –
CAM
241
Cresset Asset Management
Illinois
$280K -$375K -1,477 -59%
PCM
242
Parsons Capital Management
Rhode Island
$279K – – –
Nomura Asset Management
243
Nomura Asset Management
Japan
$275K -$838K -3,300 -77%
HNB
244
Huntington National Bank
Ohio
$275K – – –
BCA
245
Biltmore Capital Advisors
New Jersey
$275K +$254K +1,000 New
LL
246
LPWM LLC
Minnesota
$272K – – –
ODCM
247
Old Dominion Capital Management
Virginia
$272K +$251K +990 New
GWCM
248
Godshalk Welsh Capital Management
Pennsylvania
$271K – – –
BAS
249
Brown Advisory Securities
Maryland
$268K – – –
FIA
250
Foundations Investment Advisors
Arizona
$265K -$114K -450 -33%
8 9
10
11 12

VCR Hedge Fund Activity: Q4 2020 in Review

351 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q4 2020, worth a combined $2B — up 19% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VCR positions and 24 closed out — a net gain of 37 holders — while 109 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.8M. The largest seller was Charles Schwab, exiting entirely with an estimated $75.6M sold.

  • 351 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q4 2020, up from 320 in Q3 2020.
  • Funds reported $2B of Vanguard Consumer Discretionary ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 61 funds opened new Vanguard Consumer Discretionary ETF positions in Q4 2020 and 24 closed out, a net change of +37 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $15.8M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q4 2020 was Charles Schwab, an estimated $75.6M sold.

Based on aggregated 13F filings for Q4 2020.