VCR icon

Vanguard Consumer Discretionary ETF
VCR

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 %
ICG
301
InterOcean Capital Group
Tennessee
$252K -$1.52K -5 -0.6%
KFI
302
Key Financial Inc
Pennsylvania
$252K – – –
FPAS
303
Focus Partners Advisor Solutions
Missouri
$250K -$102K -336 -29%
RTL
304
Red Tortoise LLC
Georgia
$250K +$1.22K +4 +0.5%
BC
305
Burney Company
Virginia
$248K -$12.8K -42 -5%
ST
306
Spinnaker Trust
Maine
$245K – – –
EPM
307
Elm Partners Management
Pennsylvania
$244K +$244K +800 New
APIM
308
Agate Pass Investment Management
Washington
$241K +$241K +791 New
BFG
309
Bouchey Financial Group
New York
$239K – – –
VCP
310
Verus Capital Partners
Arizona
$239K +$239K +786 New
KP
311
Keel Point
Alabama
$239K +$239K +784 New
EP
312
Eudaimonia Partners
Tennessee
$236K -$60.9K -200 -21%
GSIAS
313
Garden State Investment Advisory Services
New Jersey
$235K +$304 +1 +0.1%
HB
314
Horizon Bancorp
Indiana
$232K – – –
RIL
315
Rothschild Investment LLC
Illinois
$230K +$230K +755 New
BHWM
316
Bay Harbor Wealth Management
Maryland
$230K -$59.1K -194 -20%
BCM
317
Boltwood Capital Management
California
$225K -$28K -92 -11%
CB
318
Commerce Bank
Missouri
$224K +$224K +734 New
SSWM
319
Smith Salley Wealth Management
North Carolina
$223K +$223K +732 New
RRA
320
Round Rock Advisors
Connecticut
$219K +$219K +720 New
FPCP
321
Fort Point Capital Partners
California
$219K -$11.9K -39 -5%
BFAG
322
Blackston Financial Advisory Group
Florida
$219K +$219K +719 New
TA
323
TrueWealth Advisors
Alabama
$218K +$218K +716 New
IWA
324
IVC Wealth Advisors
Pennsylvania
$218K +$218K +715 New
HBW
325
Hazlett, Burt & Watson
West Virginia
$215K +$10.7K +35 +5%
11 12
13
14 15