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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 %
EWA
251
Evolution Wealth Advisors
Florida
$353K – – –
ABC
252
Associated Banc-Corp
Wisconsin
$350K -$28K -99 -7%
MA
253
Montag & Associates
Georgia
$350K – – –
CS
254
Comerica Securities
Michigan
$346K – – –
CCA
255
Checchi Capital Advisers
California
$345K – – –
WBCM
256
Wilson & Boucher Capital Management
California
$345K – – –
WPC
257
Waters Parkerson & Co
Louisiana
$341K – – –
FFN
258
Focus Financial Network
Minnesota
$341K -$66.7K -235 -16%
VFG
259
V2 Financial group
Illinois
$340K – – –
WAM
260
WNY Asset Management
New York
$338K -$77.9K -275 -19%
VNA
261
Valley National Advisers
Pennsylvania
$336K – – –
ARC
262
Advisor Resource Council
Texas
$334K -$1.51M -5,345 -82%
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
$333K +$290K +2,037 +661%
SAM
264
Secure Asset Management
Michigan
$319K -$7.93K -28 -2%
MAWA
265
Moss Adams Wealth Advisors
Washington
$315K – – –
DC
266
Davenport & Co
Virginia
$312K – – –
EP
267
Eudaimonia Partners
Tennessee
$304K – – –
WCM
268
Windham Capital Management
Massachusetts
$304K -$252K -889 -45%
WA
269
Wealth Alliance
New York
$302K -$41.1K -145 -12%
GVAG
270
Great Valley Advisor Group
Delaware
$302K – – –
TSS
271
Two Sigma Securities
New York
$299K +$299K +1,056 New
RJT
272
Raymond James Trust
Florida
$299K – – –
CWM
273
Castle Wealth Management
Florida
$298K – – –
LL
274
LPWM LLC
Minnesota
$296K – – –
TAM
275
TCP Asset Management
Ohio
$295K – – –
9 10
11
12 13