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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

400 hedge funds and large institutions have $2B invested in Vanguard Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 129 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
6.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
35
Increased
129
Reduced
128
Closed
36
Calls
$9.86M
Puts
$26.6M
Net Calls
-$16.7M
Net Calls Change
-$26.6M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$136M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$32.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$23M
5
Wells Fargo
Wells Fargo
California
+$13.2M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$47.4M
2
PL
Polianta Ltd
Jersey
-$8.95M
3
AWM
AE Wealth Management
Kansas
-$8.39M
4
EWA
EP Wealth Advisors
California
-$7.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
351
FAS Wealth Partners
Kansas
$50.4K – – –
CIAS
352
Capital Investment Advisory Services
North Carolina
$45.5K +$40.1K +149 +745%
AWM
353
Abound Wealth Management
Tennessee
$43.6K – – –
CTA
354
Colonial Trust Advisors
South Carolina
$43.1K – – –
CCP
355
Carmel Capital Partners
California
$40.4K – – –
PWA
356
Provenance Wealth Advisors
Florida
$39.3K +$39.3K +146 New
BSB
357
Bangor Savings Bank
Maine
$37.2K -$52.3K -194 -58%
SC
358
SouthState Corp
Florida
$36.6K – – –
CFFP
359
Center for Financial Planning
Michigan
$36.6K – – –
BWP
360
Baldwin Wealth Partners
Massachusetts
$34.7K – – –
EWM
361
EPG Wealth Management
Georgia
$34.2K – – –
MLA
362
MB, Levis & Associates
Pennsylvania
$33.4K – – –
HGERS
363
Householder Group Estate & Retirement Specialist
Arizona
$32.3K +$32.3K +120 New
TC
364
Truvestments Capital
Florida
$31.2K – – –
GJIA
365
Glass Jacobson Investment Advisors
Maryland
$31K – – –
BCPWM
366
Bradley & Co Private Wealth Management
Florida
$29.4K – – –
TPCW
367
TD Private Client Wealth
New York
$28.3K – – –
Bessemer Group
368
Bessemer Group
New Jersey
$28K – – –
Deutsche Bank
369
Deutsche Bank
Germany
$25.1K – – –
HWP
370
Hibernia Wealth Partners
Louisiana
$25.1K +$25.1K +93 New
WBC
371
West Branch Capital
Massachusetts
$23.6K – – –
BWAM
372
Boyd Watterson Asset Management
Ohio
$21.6K – – –
CTC
373
Central Trust Company
Missouri
$20.2K +$9.43K +35 +88%
GI
374
Gradient Investments
Minnesota
$16.4K – – –
NC
375
NewSquare Capital
Pennsylvania
$13.7K -$27.7K -103 -67%
13 14
15
16 17