VCR icon

Vanguard Consumer Discretionary ETF
VCR

Overview Fund Activity

404 hedge funds and large institutions have $1.82B invested in Vanguard Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 133 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+22
Holders Change %
+5.76%
% of All Funds
6.37%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
53
Increased
95
Reduced
133
Closed
28
Calls
$31.9M
Puts
$22M
Net Calls
+$9.87M
Net Calls Change
-$19.7M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$47M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$26.9M
3
Bank of America
Bank of America
North Carolina
+$15.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$9.88M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.35M
2
Ameriprise
Ameriprise
Minnesota
-$3.77M
3
Morgan Stanley
Morgan Stanley
New York
-$3.57M
4
WA
Win Advisors
Florida
-$3.33M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
226
Evoke Wealth
California
$445K – – –
BBA
227
BLB&B Advisors
Pennsylvania
$444K +$136K +480 +44%
WJWM
228
Williams Jones Wealth Management
New York
$444K – – –
HR
229
Hardy Reed
Mississippi
$443K – – –
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$439K -$1.27M -4,479 -74%
BCA
231
Bray Capital Advisors
Florida
$436K – – –
OIA
232
OneDigital Investment Advisors
Kansas
$435K – – –
IFS
233
Ifrah Financial Services
Arkansas
$429K +$429K +1,514 New
SWP
234
Semus Wealth Partners
Florida
$426K +$70.8K +250 +20%
PA
235
Parkside Advisors
California
$422K – – –
IFA
236
Interactive Financial Advisors
Illinois
$407K -$34.3K -121 -8%
JIC
237
Joel Isaacson & Co
New York
$405K – – –
GLA
238
Good Life Advisors
Pennsylvania
$402K -$8.22K -29 -2%
W
239
WealthOne
New York
$391K +$38.5K +136 +11%
FP
240
Financial Perspectives
Minnesota
$384K +$19K +67 +5%
PCA
241
Pallas Capital Advisors
Massachusetts
$379K -$113K -385 -23%
AAS
242
Ameritas Advisory Services
Nebraska
$378K -$2.04M -7,240 -84%
CIM
243
Corbyn Investment Management
Maryland
$377K -$9.35K -33 -2%
BOPW
244
Brandywine Oak Private Wealth
Pennsylvania
$375K -$5.67K -20 -1%
FPCP
245
Fort Point Capital Partners
California
$373K – – –
FFP
246
FourThought Financial Partners
Florida
$364K – – –
BWM
247
Birchcreek Wealth Management
Ohio
$361K +$361K +1,274 New
EH
248
Equitable Holdings
New York
$357K -$26.1K -92 -7%
Jones Financial Companies
249
Jones Financial Companies
Missouri
$355K -$5.66K -20 -2%
AWA
250
Arkadios Wealth Advisors
Georgia
$354K +$354K +1,249 New
8 9
10
11 12