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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

432 hedge funds and large institutions have $2.14B invested in Vanguard Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 167 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+32
Holders Change %
+8%
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
66
Increased
113
Reduced
167
Closed
29
Calls
$18.7M
Puts
$31.5M
Net Calls
-$12.8M
Net Calls Change
+$3.93M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$234M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$225M
3
Bank of America
3
Bank of America
North Carolina
$299M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$51.3M
5
PCH
5
PGIM Custom Harvest
New Jersey
$38.5M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$46.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.3M
4
Wells Fargo
4
Wells Fargo
California
$95M
5
FSC
5
Full Sail Capital
Oklahoma
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
251
Waterloo Capital
Texas
$398K +$398K +1,306 New
CIM
252
Corbyn Investment Management
Maryland
$392K -$13.4K -44 -3%
FFP
253
FourThought Financial Partners
Florida
$392K – – –
BWM
254
Birchcreek Wealth Management
Ohio
$388K – – –
CFO
255
Collective Family Office
Pennsylvania
$387K -$80.7K -265 -17%
PAS
256
Park Avenue Securities
New York
$386K +$386K +1,269 New
CWS
257
Confluence Wealth Services
Pennsylvania
$383K +$609 +2 +0.2%
BMCM
258
Bryn Mawr Capital Management
Pennsylvania
$380K +$1.52K +5 +0.4%
EWA
259
Evolution Wealth Advisors
Florida
$380K – – –
PCA
260
Pallas Capital Advisors
Massachusetts
$376K +$913 +3 +0.2%
WPC
261
Waters Parkerson & Co
Louisiana
$367K – – –
IA
262
IFG Advisory
Georgia
$366K -$14.6K -48 -4%
VFG
263
V2 Financial group
Illinois
$365K – – –
BOPW
264
Brandywine Oak Private Wealth
Pennsylvania
$365K -$38.1K -125 -9%
VNA
265
Valley National Advisers
Pennsylvania
$360K – – –
HI
266
Harper Investing
California
$344K +$6.09K +20 +2%
TW
267
TritonPoint Wealth
Maryland
$342K +$342K +1,124 New
AMCA
268
Arthur M. Cohen & Associates
Illinois
$342K -$294K -966 -46%
ABC
269
Associated Banc-Corp
Wisconsin
$335K -$9.14K -30 -3%
WA
270
Wealth Alliance
New York
$332K +$7.31K +24 +2%
SAM
271
Secure Asset Management
Michigan
$331K -$2.13K -7 -0.6%
TRCT
272
Tower Research Capital (TRC)
New York
$330K -$2.42M -7,956 -88%
AWA
273
Arkadios Wealth Advisors
Georgia
$320K -$63.7K -209 -17%
CWM
274
Castle Wealth Management
Florida
$320K – – –
DC
275
Davenport & Co
Virginia
$317K -$18.3K -60 -5%
9 10
11
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