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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

437 hedge funds and large institutions have $2.4B invested in Vanguard Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
6.34%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
48
Increased
140
Reduced
147
Closed
41
Calls
$16.4M
Puts
$16.2M
Net Calls
+$152K
Net Calls Change
+$12.9M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$163M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
Bank of America
3
Bank of America
North Carolina
$364M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$26.3M
5
PCH
5
PGIM Custom Harvest
New Jersey
$59.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$199M
3
AAS
3
Ameritas Advisory Services
Nebraska
$3.48M
4
UBS Group
4
UBS Group
Switzerland
$128M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
251
Equitable Holdings
New York
$441K +$9.85K +31 +2%
FP
252
Financial Perspectives
Minnesota
$441K +$636 +2 +0.1%
AC
253
Avestar Capital
New York
$427K +$427K +1,343 New
BWM
254
Birchcreek Wealth Management
Ohio
$424K +$19.1K +60 +5%
BC
255
Burney Company
Virginia
$417K +$159K +499 +61%
FFP
256
FourThought Financial Partners
Florida
$409K – – –
CIM
257
Corbyn Investment Management
Maryland
$403K -$6.04K -19 -1%
CWS
258
Confluence Wealth Services
Pennsylvania
$400K +$635 +2 +0.2%
FPAS
259
Focus Partners Advisor Solutions
Missouri
$398K +$138K +433 +53%
EWA
260
Evolution Wealth Advisors
Florida
$397K – – –
BPA
261
Beacon Pointe Advisors
California
$396K +$109K +342 +38%
EFS
262
Essex Financial Services
Connecticut
$394K +$394K +1,241 New
WPC
263
Waters Parkerson & Co
Louisiana
$383K – – –
UCFA
264
United Capital Financial Advisors
Texas
$382K -$127K -400 -25%
APIM
265
Agate Pass Investment Management
Washington
$382K +$130K +410 +52%
VFG
266
V2 Financial group
Illinois
$381K – – –
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
$381K +$381K +1,200 New
1832 Asset Management
268
1832 Asset Management
Ontario, Canada
$381K +$381K +1,200 New
BOPW
269
Brandywine Oak Private Wealth
Pennsylvania
$381K – – –
VNA
270
Valley National Advisers
Pennsylvania
$376K -$318 -1 -0.1%
MOS
271
MGO One Seven
Ohio
$367K +$367K +1,156 New
GRP
272
Global Retirement Partners
California
$366K +$37.8K +119 +12%
CIA
273
Cape Investment Advisory
Georgia
$361K +$85.8K +270 +31%
AMCA
274
Arthur M. Cohen & Associates
Illinois
$357K – – –
PCA
275
Pallas Capital Advisors
Massachusetts
$350K -$42.9K -135 -11%
9 10
11
12 13