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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
WWM
251
Western Wealth Management
Colorado
$263K +$1.27K +5 +0.5%
FI
252
Financial Insights
Washington
$262K -$52.8K -208 -18%
WP
253
WealthSource Partners
California
$259K -$102K -403 -30%
MA
254
Mutual Advisors
Nebraska
$252K -$29.2K -115 -11%
OCM
255
Orion Capital Management
California
$245K +$226K +891 New
ST
256
Spinnaker Trust
Maine
$243K -$21.6K -85 -9%
BC
257
Burney Company
Virginia
$243K -$9.4K -37 -4%
SCG
258
Sonata Capital Group
Washington
$241K – – –
FRA
259
Front Row Advisors
California
$239K – – –
V
260
Veritable
Delaware
$239K – – –
DJSG
261
D.J. St. Germain
Massachusetts
$234K -$7.11K -28 -3%
AIM
262
Acropolis Investment Management
Missouri
$233K – – –
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$231K -$2.79K -11 -1%
BCM
264
Boltwood Capital Management
California
$221K +$204K +803 New
CWM
265
CCG Wealth Management
California
$219K +$202K +796 New
TA
266
TrueWealth Advisors
Alabama
$218K +$195K +767 New
WT
267
Whittier Trust
California
$214K – – –
VFA
268
Valeo Financial Advisors
Indiana
$209K -$762 -3 -0.4%
PPA
269
Parametric Portfolio Associates
Washington
$206K +$190K +748 New
RMDI
270
R.M. Davis Inc
Maine
$206K +$190K +750 New
DWP
271
Destiny Wealth Partners
Florida
$205K +$189K +746 New
SSWM
272
Smith Salley Wealth Management
North Carolina
$201K +$186K +732 New
BW
273
Bison Wealth
Georgia
$188K – – –
KFI
274
Key Financial Inc
Pennsylvania
$184K +$169K +667 New
BWM
275
Birchcreek Wealth Management
Ohio
$173K +$160K +629 New
9 10
11
12 13

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.