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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
RIA
401
Realta Investment Advisors
Delaware
-$144K -659 Closed
Simplex Trading
402
Simplex Trading
Illinois
-$127K -522 Closed
R
403
Rebalance
California
-$94.4K -431 Closed
FNBOSM
404
First National Bank of South Miami
Florida
-$73K -335 Closed
USCWA
405
U.S. Capital Wealth Advisors
Texas
-$67.7K -309 Closed
S
406
SignatureFD
Georgia
-$65.7K -300 Closed
PIMG
407
Patriot Investment Management Group
Tennessee
-$73.1K -291 Closed
AWM
408
Activest Wealth Management
Florida
-$48.7K -223 Closed
Nomura Asset Management
409
Nomura Asset Management
Japan
-$43.8K -200 Closed
PFC
410
Phocas Financial Corp
California
-$41.6K -190 Closed
FPFS
411
First Personal Financial Services
North Carolina
-$36.6K -167 Closed
CFB
412
Cullen/Frost Bankers
Texas
-$19.7K -90 Closed
PTC
413
Private Trust Company
Ohio
-$19K -86 Closed
AAG
414
Armstrong Advisory Group
Massachusetts
-$13.6K -62 Closed
CMANY
415
Capital Management Associates (New York)
New York
-$13.1K -60 Closed
FCMT
416
Founders Capital Management (Texas)
Texas
-$11K -50 Closed
PFA
417
Pathway Financial Advisers
Indiana
-$6.34K -29 Closed
GWSA
418
Global Wealth Strategies & Associates
Colorado
-$2.19K -10 Closed
AWM
419
Accurate Wealth Management
Florida
-$1.83K -8 Closed
BEI
420
Benjamin Edwards Inc
Missouri
-$1K -4 Closed
CWP
421
Concord Wealth Partners
Virginia
-$657 -3 Closed
RWMH
422
Riverpoint Wealth Management Holdings
Illinois
-$460 -2 Closed

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.