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Vanguard Consumer Discretionary ETF

383 hedge funds and large institutions have $1.49B invested in Vanguard Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,191% more call options, than puts

Call options by funds: $32M | Put options by funds: $2.48M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $1.32B → $1.49B (+$172M)

3% more funds holding

Funds holding: 372383 (+11)

0.28% more ownership

Funds ownership: 35.83%36.11% (+0.28%)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 130

Holders
383
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
6.1%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
58
Increased
110
Reduced
130
Closed
39
Calls
$32M
Puts
$2.48M
Net Calls
+$29.5M
Net Calls Change
-$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
326
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.2K
BAM
327
Belpointe Asset Management
Nevada
$48.2K -$5.84K -24 -11%
FFA
328
Farther Finance Advisors
California
$45.5K +$43.8K +180 New
AWM
329
Abound Wealth Management
Tennessee
$40.9K
CTA
330
Colonial Trust Advisors
South Carolina
$40.4K +$244 +1 +0.6%
CCP
331
Carmel Capital Partners
California
$37.9K +$36.5K +150 New
CFFP
332
Center for Financial Planning
Michigan
$34.3K
SC
333
SouthState Corp
Florida
$34.3K
BWP
334
Baldwin Wealth Partners
Massachusetts
$32.6K
EWM
335
EPG Wealth Management
Georgia
$32K
MLA
336
MB, Levis & Associates
Pennsylvania
$31.3K
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$30K -$25.6K -105 -47%
TPCW
338
TD Private Client Wealth
New York
$27.8K -$974 -4 -4%
BCPWM
339
Bradley & Co Private Wealth Management
Florida
$27.5K
CG
340
Cutler Group
California
$25K +$24.4K +100 New
Deutsche Bank
341
Deutsche Bank
Germany
$23.5K
WBC
342
West Branch Capital
Massachusetts
$22.1K
BWAM
343
Boyd Watterson Asset Management
Ohio
$20.2K
HS
344
Horan Securities
United States
$20.1K +$244 +1 +1%
CFD
345
Creative Financial Designs
Indiana
$19K +$18.3K +75 New
CA
346
Clearstead Advisors
Ohio
$15.7K
GI
347
Gradient Investments
Minnesota
$15.4K
Commonwealth Equity Services
348
Commonwealth Equity Services
Massachusetts
$13.7K -$659K -2,707 -5%
WTC
349
WhitTier Trust Company
Nevada
$13.4K
MMG
350
Monetary Management Group
Missouri
$12.6K -$15.8K -65 -57%

VCR Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2023, worth a combined $1.49B — up 13% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VCR positions and 39 closed out — a net gain of 19 holders — while 110 added to existing stakes and 130 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $91.4M.

  • 383 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2023, up from 372 in Q4 2022.
  • Funds reported $1.49B of Vanguard Consumer Discretionary ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 58 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2023 and 39 closed out, a net change of +19 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $56.1M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2023 was Bank of America, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2023.