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Vanguard Consumer Discretionary ETF

437 hedge funds and large institutions have $2.4B invested in Vanguard Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
6.34%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
48
Increased
140
Reduced
147
Closed
41
Calls
$16.4M
Puts
$16.2M
Net Calls
+$152K
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
326
Smith Salley Wealth Management
North Carolina
$233K
HB
327
Horizon Bancorp
Indiana
$231K -$11.4K -36 -5%
BHWM
328
Bay Harbor Wealth Management
Maryland
$230K -$9.53K -30 -4%
MAG
329
M3 Advisory Group
Massachusetts
$230K +$12.7K +40 +6%
RRA
330
Round Rock Advisors
Connecticut
$229K
CA
331
Calton & Associates
Florida
$225K -$41.6K -131 -16%
HBW
332
Hazlett, Burt & Watson
West Virginia
$225K +$636 +2 +0.3%
FPCP
333
Fort Point Capital Partners
California
$223K -$5.4K -17 -2%
OCM
334
One Capital Management
California
$223K +$223K +701 New
CWM
335
Concentric Wealth Management
California
$222K +$222K +700 New
RA
336
RFG Advisory
Alabama
$221K
RCAG
337
Rehmann Capital Advisory Group
Michigan
$220K +$220K +693 New
RPCONE
338
Retirement Planning Company of New England
Rhode Island
$217K +$2.22K +7 +1%
WB
339
West Bancorporation
Iowa
$216K
BFC
340
Blue Fin Capital
Rhode Island
$216K +$2.22K +7 +1%
CSPIA
341
Cary Street Partners Investment Advisory
Virginia
$215K +$215K +678 New
GWM
342
Geneos Wealth Management
Colorado
$214K -$10.5K -33 -5%
SF
343
Summit Financial
New Jersey
$213K +$213K +671 New
CFO
344
Collective Family Office
Pennsylvania
$213K -$191K -600 -47%
RWM
345
Revisor Wealth Management
Ohio
$213K +$213K +684 New
OCM
346
Orion Capital Management
California
$212K
TC
347
TownSquare Capital
Utah
$211K +$211K +664 New
ICG
348
InterOcean Capital Group
Tennessee
$210K -$52.4K -165 -20%
AllianceBernstein
349
AllianceBernstein
Tennessee
$210K
ZAM
350
Zevin Asset Management
Massachusetts
$207K +$207K +653 New