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Vanguard Consumer Discretionary ETF
VCR

351 hedge funds and large institutions have $2B invested in Vanguard Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $4.41M | Put options by funds: $1.57M

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

19% more capital invested

Capital invested by funds: $1.68B → $2B (+$320M)

10% more funds holding

Funds holding: 320 → 351 (+31)

8% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 101

2.53% less ownership

Funds ownership: 44.64% → 42.11% (-2.5%)

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
6.21%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.34%
New
61
Increased
109
Reduced
101
Closed
24
Calls
$4.41M
Puts
$1.57M
Net Calls
+$2.83M
Net Calls Change
+$2.53M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$15.8M
2
B
Barings
North Carolina
+$9.15M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.59M
5
KWM
Kingsview Wealth Management
Oregon
+$7.01M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$75.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.85M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.47M
4
UBS Group
UBS Group
Switzerland
-$6.16M
5
RCS
Retirement Capital Strategies
California
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
301
Caldwell Trust
Florida
$88.1K – – –
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$86K +$16.5K +65 +26%
BCA
303
Berman Capital Advisors
Georgia
$79K +$28.7K +113 +65%
OIA
304
Optimum Investment Advisors
Illinois
$65K – – –
WEC
305
Winslow Evans & Crocker
Massachusetts
$65K +$34.3K +135 +135%
FFA
306
Freedman Financial Associates
Massachusetts
$64K +$59.2K +233 New
TFS
307
TrustCore Financial Services
Tennessee
$63K +$57.9K +228 New
CFO
308
CVA Family Office
Colorado
$55K +$50.8K +200 New
SIAG
309
Safeguard Investment Advisory Group
California
$55K +$51K +201 New
LDFR
310
Lehman & Derafelo Financial Resources
Pennsylvania
$54K – – –
BWP
311
Baldwin Wealth Partners
Massachusetts
$48K – – –
LWA
312
Lenox Wealth Advisors
New York
$47K – – –
SIM
313
Sonora Investment Management
Arizona
$41K – – –
ICP
314
Interchange Capital Partners
Pennsylvania
$41K +$38.3K +151 New
SFS
315
Sowell Financial Services
Arkansas
$39K +$10.4K +41 +41%
BFG
316
Baron Financial Group
New Jersey
$38.5K – – –
TRCT
317
Tower Research Capital (TRC)
New York
$37K -$24.1K -95 -41%
SC
318
SouthState Corp
Florida
$37K – – –
First Manhattan
319
First Manhattan
New York
$35K – – –
GRP
320
Global Retirement Partners
California
$31K – – –
TPCW
321
TD Private Client Wealth
New York
$30.3K – – –
AssetMark Inc
322
AssetMark Inc
California
$28K – – –
LFG
323
Larson Financial Group
Missouri
$26K – – –
FCA
324
FinTrust Capital Advisors
South Carolina
$24K – – –
JCM
325
Jacobi Capital Management
Pennsylvania
$24K – – –
11 12
13
14 15

VCR Hedge Fund Activity: Q4 2020 in Review

351 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q4 2020, worth a combined $2B — up 19% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VCR positions and 24 closed out — a net gain of 37 holders — while 109 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.8M. The largest seller was Charles Schwab, exiting entirely with an estimated $75.6M sold.

  • 351 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q4 2020, up from 320 in Q3 2020.
  • Funds reported $2B of Vanguard Consumer Discretionary ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 61 funds opened new Vanguard Consumer Discretionary ETF positions in Q4 2020 and 24 closed out, a net change of +37 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $15.8M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q4 2020 was Charles Schwab, an estimated $75.6M sold.

Based on aggregated 13F filings for Q4 2020.