VCR icon

Vanguard Consumer Discretionary ETF
VCR

Overview Fund Activity

404 hedge funds and large institutions have $1.82B invested in Vanguard Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 133 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+22
Holders Change %
+5.76%
% of All Funds
6.37%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
53
Increased
95
Reduced
133
Closed
28
Calls
$31.9M
Puts
$22M
Net Calls
+$9.87M
Net Calls Change
-$19.7M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$48.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$169M
3
Bank of America
Bank of America
North Carolina
$254M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$12.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$15.2M
2
Ameriprise
Ameriprise
Minnesota
$15.1M
3
Morgan Stanley
Morgan Stanley
New York
$101M
4
WA
Win Advisors
Florida
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
401
Blue Trust Inc
Georgia
$3K – – –
CMBA
402
C.M. Bidwell & Associates
Hawaii
$2.83K – – –
MHR
403
Matthew Hamilton Rosenberg
$2.27K – – –
OIA
404
Optimum Investment Advisors
Illinois
$1.42K – – –
WA
405
Win Advisors
Florida
– -$3.33M -13,182 Closed
HF
406
HRT Financial
New York
– -$2.78M -11,014 Closed
AG
407
Ascent Group
Virginia
– -$1.31M -5,188 Closed
WPW
408
Waldron Private Wealth
Pennsylvania
– -$849K -3,361 Closed
CFA
409
Compass Financial Advisors
Indiana
– -$472K -1,870 Closed
Renaissance Technologies
410
Renaissance Technologies
New York
– -$455K -1,800 Closed
KF
411
Krilogy Financial
Missouri
– -$389K -1,541 Closed
IA
412
IFG Advisory
Georgia
– -$305K -1,206 Closed
PWM
413
PRW Wealth Management
Massachusetts
– -$277K -1,107 Closed
Cerity Partners
414
Cerity Partners
New York
– -$211K -838 Closed
EC
415
Estate Counselors
Wisconsin
– -$210K -830 Closed
WP
416
WMS Partners
Maryland
– -$208K -825 Closed
OCM
417
Orion Capital Management
California
– -$168K -667 Closed
FMP
418
Financial Management Professionals
Texas
– -$128K -507 Closed
AWM
419
Accel Wealth Management
Iowa
– -$82.8K -328 Closed
WAG
420
Windsor Advisory Group
Ohio
– -$54.3K -215 Closed
BAM
421
Belpointe Asset Management
Nevada
– -$48.2K -191 Closed
HS
422
Horan Securities
United States
– -$20.1K -80 Closed
TWA
423
TCI Wealth Advisors
Arizona
– -$10.2K -40 Closed
AIC
424
Ayalon Insurance Company
Israel
– -$8K -30 Closed
AssetMark Inc
425
AssetMark Inc
California
– -$6.31K -25 Closed
14 15 16
17
18