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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
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
Deutsche Bank
327
Deutsche Bank
Germany
$23K – – –
MA
328
Montag & Associates
Georgia
$23K +$21.3K +84 New
PCG
329
Private Capital Group
Connecticut
$22K – – –
TWM
330
Tradition Wealth Management
Minnesota
$22K +$20.3K +80 New
FCMT
331
Founders Capital Management (Texas)
Texas
$21K +$25.4K +100 New
AWM
332
Atticus Wealth Management
Florida
$17K – – –
AF
333
Allworth Financial
California
$15K -$110K -432 -89%
SSB
334
Sandy Spring Bank
Maryland
$14K -$13K -51 -50%
CIAS
335
Capital Investment Advisory Services
North Carolina
$14K – – –
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$14K +$12.7K +50 New
RFWA
337
RPg Family Wealth Advisory
Massachusetts
$13.5K – – –
AIP
338
Ameritas Investment Partners
Nebraska
$9K -$10.9K -43 -57%
AP
339
Atwood & Palmer
Missouri
$8K – – –
SW
340
SVB Wealth
Massachusetts
$8K – – –
TFGT
341
TS Financial Group (TSFG)
Illinois
$8K – – –
RCA
342
Rowland Carmichael Advisors
Arizona
$7K +$6.09K +24 New
TAIM
343
TD Ameritrade Investment Management
Nebraska
$6K +$4.32K +17 +340%
ME
344
McIlrath & Eck
Washington
$5K – – –
HFA
345
Hoover Financial Advisors
Pennsylvania
$4K – – –
JIR
346
James Investment Research
Ohio
$3K +$762 +3 +33%
IPW
347
IronBridge Private Wealth
Texas
$3K +$3.05K +12 New
PG
348
Proffitt & Goodson
Tennessee
$2K -$1.27K -5 -36%
MHR
349
Matthew Hamilton Rosenberg
$2K – – –
MAM
350
McCarthy Asset Management
California
$2K +$1.52K +6 New
12 13
14
15 16

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.