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Vanguard Consumer Discretionary ETF

383 hedge funds and large institutions have $1.49B invested in Vanguard Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,191% more call options, than puts

Call options by funds: $32M | Put options by funds: $2.48M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $1.32B → $1.49B (+$172M)

3% more funds holding

Funds holding: 372383 (+11)

0.28% more ownership

Funds ownership: 35.83%36.11% (+0.28%)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 130

Holders
383
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
6.1%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
58
Increased
110
Reduced
130
Closed
39
Calls
$32M
Puts
$2.48M
Net Calls
+$29.5M
Net Calls Change
-$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
WNY Asset Management
New York
$371K -$73.8K -303 -17%
KPWS
227
Kestra Private Wealth Services
Texas
$369K -$226K -926 -39%
GLA
228
Good Life Advisors
Pennsylvania
$366K -$731 -3 -0.2%
FFN
229
Focus Financial Network
Minnesota
$362K +$30.4K +125 +10%
JIC
230
Joel Isaacson & Co
New York
$361K +$974 +4 +0.3%
CIM
231
Corbyn Investment Management
Maryland
$344K -$57.2K -235 -15%
EH
232
Equitable Holdings
New York
$342K +$30K +123 +10%
BOPW
233
Brandywine Oak Private Wealth
Pennsylvania
$339K -$24.8K -102 -7%
ABC
234
Associated Banc-Corp
Wisconsin
$337K -$80.4K -330 -20%
FPCP
235
Fort Point Capital Partners
California
$332K -$11.9K -49 -4%
FP
236
Financial Perspectives
Minnesota
$325K +$68.7K +282 +28%
FFP
237
FourThought Financial Partners
Florida
$325K
Jones Financial Companies
238
Jones Financial Companies
Missouri
$321K
SWP
239
Semus Wealth Partners
Florida
$317K +$41.6K +171 +16%
EWA
240
Evolution Wealth Advisors
Florida
$315K -$68.2K -280 -18%
W
241
WealthOne
New York
$314K +$28.3K +116 +10%
MA
242
Montag & Associates
Georgia
$311K
CS
243
Comerica Securities
Michigan
$308K
CCA
244
Checchi Capital Advisers
California
$308K +$30.2K +124 +11%
WBCM
245
Wilson & Boucher Capital Management
California
$308K +$297K +1,219 New
CAG
246
Csenge Advisory Group
Florida
$306K
WA
247
Wealth Alliance
New York
$306K -$1.22K -5 -0.4%
IA
248
IFG Advisory
Georgia
$305K +$53.8K +221 +22%
WPC
249
Waters Parkerson & Co
Louisiana
$304K
VFG
250
V2 Financial group
Illinois
$303K

VCR Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2023, worth a combined $1.49B — up 13% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VCR positions and 39 closed out — a net gain of 19 holders — while 110 added to existing stakes and 130 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $91.4M.

  • 383 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2023, up from 372 in Q4 2022.
  • Funds reported $1.49B of Vanguard Consumer Discretionary ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 58 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2023 and 39 closed out, a net change of +19 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $56.1M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2023 was Bank of America, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2023.