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Vanguard Consumer Discretionary ETF
VCR

Overview Fund Activity

527 hedge funds and large institutions have $2.84B invested in Vanguard Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 162 increasing their positions, 166 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+47
Holders Change %
+9.79%
% of All Funds
7.02%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
84
Increased
162
Reduced
166
Closed
27
Calls
$20.6M
Puts
$6.65M
Net Calls
+$14M
Net Calls Change
-$18.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$56.2M
2
PCH
2
PGIM Custom Harvest
New Jersey
$112M
3
LPL Financial
3
LPL Financial
California
$67M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.6M
5
AOI
5
Auto-Owners Insurance
Michigan
$33.8M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$99.6M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$170M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$182M
5
UBS Group
5
UBS Group
Switzerland
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
226
Venture Visionary Partners
Ohio
$760K -$61.6K -164 -7%
RBC
227
Romano Brothers & Co
Illinois
$743K – – –
YWM
228
Yoder Wealth Management
California
$743K +$25.9K +69 +4%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$736K +$208K +553 +39%
ISL
230
Ingalls & Snyder LLC
New York
$736K -$79.6K -212 -10%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$733K +$85.7K +229 +13%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$730K -$14.3K -38 -2%
EW
233
Evoke Wealth
California
$718K – – –
BFAG
234
Blackston Financial Advisory Group
Florida
$716K +$136K +362 +23%
SB
235
Simmons Bank
Arkansas
$715K – – –
YWM
236
Yardley Wealth Management
Pennsylvania
$714K +$357K +998 +100%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$695K -$96.1K -256 -12%
FP
238
Financial Perspectives
Minnesota
$687K +$81.1K +216 +13%
CCT
239
Capital City Trust
Florida
$661K -$55.6K -148 -8%
DC
240
Darrow Company
Massachusetts
$654K – – –
KPWM
241
KDK Private Wealth Management
Texas
$653K +$653K +1,739 New
SA
242
Strategic Advisors
New York
$645K -$230K -614 -26%
SG
243
Sharper & Granite
California
$634K +$3K +8 +0.5%
APIM
244
Agate Pass Investment Management
Washington
$631K +$152K +405 +32%
FT
245
Fiduciary Trust
Massachusetts
$630K – – –
AWP
246
Accretive Wealth Partners
New Jersey
$622K – – –
LA
247
LexAurum Advisors
Kansas
$621K -$3.75K -10 -0.6%
BBA
248
BLB&B Advisors
Pennsylvania
$618K – – –
MWM
249
Mission Wealth Management
California
$616K -$48.8K -130 -7%
PW
250
PUREfi Wealth
Massachusetts
$614K +$614K +1,637 New
8 9
10
11 12