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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 %
OCPWS
276
One Charles Private Wealth Services
Massachusetts
$294K +$49.8K +185 +20%
GVAG
277
Great Valley Advisor Group
Delaware
$292K +$4.85K +18 +2%
WA
278
Wealth Alliance
New York
$287K – – –
RJT
279
Raymond James Trust
Florida
$284K – – –
CWM
280
Castle Wealth Management
Florida
$284K – – –
TAM
281
TCP Asset Management
Ohio
$280K – – –
RFN
282
Redwood Financial Network
Ohio
$279K -$229K -851 -45%
LL
283
LPWM LLC
Minnesota
$278K – – –
KWM
284
Kingsview Wealth Management
Oregon
$270K -$4.04K -15 -1%
FFN
285
Focus Financial Network
Minnesota
$267K -$56.7K -210 -18%
GWCM
286
Godshalk Welsh Capital Management
Pennsylvania
$265K – – –
EP
287
Eudaimonia Partners
Tennessee
$263K -$26.9K -100 -9%
BOM
288
Bank of Marin
California
$262K – – –
LWM
289
Laidlaw Wealth Management
New York
$262K -$167K -620 -39%
BPA
290
Beacon Pointe Advisors
California
$257K +$257K +955 New
BHWM
291
Bay Harbor Wealth Management
Maryland
$256K – – –
CCM
292
Coldstream Capital Management
Washington
$255K +$255K +945 New
CBFP
293
Cedar Brook Financial Partners
Ohio
$245K +$269 +1 +0.1%
CIA
294
Choate Investment Advisors
Massachusetts
$242K – – –
WT
295
Whittier Trust
California
$241K -$572K -2,122 -70%
MA
296
Mutual Advisors
Nebraska
$240K – – –
FRA
297
Front Row Advisors
California
$235K – – –
GRP
298
Global Retirement Partners
California
$233K +$57.9K +217 +33%
BC
299
Burney Company
Virginia
$231K +$2.96K +11 +1%
RMAM
300
Raab & Moskowitz Asset Management
New Jersey
$230K -$20.5K -76 -8%
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