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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

400 hedge funds and large institutions have $2B invested in Vanguard Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 129 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
6.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
35
Increased
129
Reduced
128
Closed
36
Calls
$9.86M
Puts
$26.6M
Net Calls
-$16.7M
Net Calls Change
-$26.6M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$136M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$32.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$23M
5
Wells Fargo
Wells Fargo
California
+$13.2M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$47.4M
2
PL
Polianta Ltd
Jersey
-$8.95M
3
AWM
AE Wealth Management
Kansas
-$8.39M
4
EWA
EP Wealth Advisors
California
-$7.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
251
Cape Investment Advisory
Georgia
$349K +$118K +439 +51%
ARC
252
Advisor Resource Council
Texas
$348K +$30.4K +113 +10%
FFP
253
FourThought Financial Partners
Florida
$346K +$269 +1 +0.1%
BWM
254
Birchcreek Wealth Management
Ohio
$343K – – –
AWA
255
Arkadios Wealth Advisors
Georgia
$339K +$2.69K +10 +0.8%
CWS
256
Confluence Wealth Services
Pennsylvania
$338K -$134K -498 -28%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$337K – – –
IA
258
IFG Advisory
Georgia
$337K +$337K +1,251 New
EWA
259
Evolution Wealth Advisors
Florida
$336K – – –
BMCM
260
Bryn Mawr Capital Management
Pennsylvania
$335K +$335K +1,244 New
EH
261
Equitable Holdings
New York
$335K -$4.85K -18 -1%
PWM
262
PRW Wealth Management
Massachusetts
$331K +$331K +1,307 New
WPC
263
Waters Parkerson & Co
Louisiana
$325K – – –
CS
264
Comerica Securities
Michigan
$324K -$5.67K -21 -2%
VFG
265
V2 Financial group
Illinois
$323K – – –
CCA
266
Checchi Capital Advisers
California
$321K -$7.54K -28 -2%
VNA
267
Valley National Advisers
Pennsylvania
$319K – – –
PCA
268
Pallas Capital Advisors
Massachusetts
$313K -$15.2K -60 -5%
FPAS
269
Focus Partners Advisor Solutions
Missouri
$311K +$90.5K +336 +41%
LNC
270
Lincoln National Corp
Pennsylvania
$310K +$310K +1,152 New
ABC
271
Associated Banc-Corp
Wisconsin
$304K -$28.6K -106 -9%
MAWA
272
Moss Adams Wealth Advisors
Washington
$300K – – –
HI
273
Harper Investing
California
$299K +$77.8K +289 +35%
DC
274
Davenport & Co
Virginia
$296K – – –
SAM
275
Secure Asset Management
Michigan
$295K -$8.35K -31 -3%
9 10
11
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