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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
VNA
251
Valley National Advisers
Pennsylvania
$296K
SAM
252
Secure Asset Management
Michigan
$291K +$974 +4 +0.3%
BOM
253
Bank of Marin
California
$283K -$41.4K -170 -13%
MAWA
254
Moss Adams Wealth Advisors
Washington
$280K
DC
255
Davenport & Co
Virginia
$278K +$9.5K +39 +4%
PWM
256
PRW Wealth Management
Massachusetts
$277K +$270K +1,107 New
BBA
257
BLB&B Advisors
Pennsylvania
$275K -$782K -3,210 -75%
EP
258
Eudaimonia Partners
Tennessee
$271K
GVAG
259
Great Valley Advisor Group
Delaware
$269K -$29K -119 -10%
RJT
260
Raymond James Trust
Florida
$267K
KWM
261
Kingsview Wealth Management
Oregon
$267K -$56.7K -233 -18%
CWM
262
Castle Wealth Management
Florida
$265K
CA
263
Calton & Associates
Florida
$264K +$255K +1,045 New
TAM
264
TCP Asset Management
Ohio
$263K
LL
265
LPWM LLC
Minnesota
$261K +$251K +1,032 New
RPCONE
266
Retirement Planning Company of New England
Rhode Island
$249K +$3.9K +16 +2%
GWCM
267
Godshalk Welsh Capital Management
Pennsylvania
$249K
BHWM
268
Bay Harbor Wealth Management
Maryland
$240K
BRWA
269
B. Riley Wealth Advisors
Florida
$231K -$2.19K -9 -1%
KTC
270
Kistler-Tiffany Companies
Pennsylvania
$230K -$19.7K -81 -8%
CBFP
271
Cedar Brook Financial Partners
Ohio
$229K +$221K +908 New
CIA
272
Choate Investment Advisors
Massachusetts
$227K
MA
273
Mutual Advisors
Nebraska
$225K +$217K +891 New
FRA
274
Front Row Advisors
California
$220K
BAM
275
Beaumont Asset Management
Texas
$218K +$210K +863 New

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.