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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 %
BAM
301
Beaumont Asset Management
Texas
$227K +$269 +1 +0.1%
CFG
302
Citizens Financial Group
Rhode Island
$225K -$22.7K -84 -9%
ICG
303
InterOcean Capital Group
Tennessee
$224K +$1.89K +7 +0.8%
BCM
304
Boltwood Capital Management
California
$224K -$4.85K -18 -2%
KFI
305
Key Financial Inc
Pennsylvania
$223K – – –
RTL
306
Red Tortoise LLC
Georgia
$220K +$539 +2 +0.2%
ST
307
Spinnaker Trust
Maine
$216K – – –
BFG
308
Bouchey Financial Group
New York
$212K – – –
FIA
309
Foundations Investment Advisors
Arizona
$210K -$7.81K -29 -4%
GSIAS
310
Garden State Investment Advisory Services
New Jersey
$208K -$810 -3 -0.4%
FPB
311
First PREMIER Bank
South Dakota
$207K -$8.08K -30 -4%
HB
312
Horizon Bancorp
Indiana
$205K -$374K -1,392 -65%
FPCP
313
Fort Point Capital Partners
California
$204K -$150K -558 -42%
NL
314
NWAM LLC
Washington
$201K -$3.77K -14 -2%
GWM
315
Geneos Wealth Management
Colorado
$190K – – –
HBW
316
Hazlett, Burt & Watson
West Virginia
$181K – – –
OCM
317
Orion Capital Management
California
$180K +$180K +667 New
RIA
318
Realta Investment Advisors
Delaware
$179K – – –
AF
319
Allworth Financial
California
$170K – – –
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$169K +$137K +509 +435%
IF
321
Integrity Financial
Wyoming
$166K -$4.85K -18 -3%
AIM
322
Acropolis Investment Management
Missouri
$158K – – –
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$150K -$18.9K -70 -11%
UB
324
UMB Bank
Missouri
$147K – – –
FFA
325
Farther Finance Advisors
California
$145K +$132K +490 +980%
11 12
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