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Vanguard Consumer Discretionary ETF

535 hedge funds and large institutions have $2.84B invested in Vanguard Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 162 increasing their positions, 167 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 27

210% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $6.65M

11% more capital invested

Capital invested by funds: $2.55B → $2.84B (+$291M)

10% more funds holding

Funds holding: 485535 (+50)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 167

38.46% less ownership

Funds ownership: 81.81%43.35% (-38%)

Holders
535
Holders Change
+50
Holders Change %
+10.31%
% of All Funds
7.05%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
86
Increased
162
Reduced
167
Closed
27
Calls
$20.6M
Puts
$6.65M
Net Calls
+$14M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
326
Hoxton Planning & Management
West Virginia
$368K
AMCA
327
Arthur M. Cohen & Associates
Illinois
$366K -$53.4K -148 -13%
UCFA
328
United Capital Financial Advisors
Texas
$364K -$2.53K -7 -0.7%
CCA
329
Checchi Capital Advisers
California
$362K
GLA
330
Good Life Advisors
Pennsylvania
$362K -$37.5K -104 -10%
CIA
331
Choate Investment Advisors
Massachusetts
$359K
SFA
332
Sequoia Financial Advisors
Ohio
$359K +$345K +956 New
VWA
333
Visionary Wealth Advisors
Illinois
$358K -$3.22M -8,917 -90%
FFN
334
Focus Financial Network
Minnesota
$358K -$34.3K -95 -9%
MGIA
335
Moneta Group Investment Advisors
Missouri
$356K +$361 +1 +0.1%
WWM
336
Western Wealth Management
Colorado
$355K -$5.05K -14 -1%
CCM
337
Coldstream Capital Management
Washington
$355K -$1.08K -3 -0.3%
CCG
338
Chatham Capital Group
Georgia
$355K
NG
339
Novem Group
New York
$352K +$338K +937 New
BOM
340
Bank of Marin
California
$349K
LIWM
341
Long Island Wealth Management
New York
$348K +$1.44K +4 +0.4%
HH
342
Hilltop Holdings
Texas
$341K +$27.1K +75 +9%
DC
343
Davenport & Co
Virginia
$339K -$30.3K -84 -9%
WT
344
Whittier Trust
California
$335K
AWE
345
Avidian Wealth Enterprises
Texas
$333K
MWM
346
Modern Wealth Management
Kansas
$331K +$1.08K +3 +0.3%
QCM
347
QRG Capital Management
Illinois
$325K +$2.89K +8 +0.9%
RMAM
348
Raab & Moskowitz Asset Management
New Jersey
$321K
RIL
349
Rothschild Investment LLC
Illinois
$314K +$361 +1 +0.1%
SOS
350
Silver Oak Securities
Tennessee
$311K -$1.56M -4,309 -84%

VCR Hedge Fund Activity: Q4 2024 in Review

535 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q4 2024, worth a combined $2.84B — up 11% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VCR positions and 27 closed out — a net gain of 59 holders — while 162 added to existing stakes and 167 trimmed.

The largest buyer was Ameriprise, adding an estimated $13.5M. The largest seller was Marks Wealth, exiting entirely with an estimated $23.1M sold.

  • 535 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $2.84B of Vanguard Consumer Discretionary ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 86 funds opened new Vanguard Consumer Discretionary ETF positions in Q4 2024 and 27 closed out, a net change of +59 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q4 2024 was Ameriprise, an estimated $13.5M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q4 2024 was Marks Wealth, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2024.