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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 %
C
401
Covestor
United Kingdom
$1K -$1.5K -6 -60%
PL
402
Polianta Ltd
Jersey
– -$8.95M -31,600 Closed
AWM
403
Apollon Wealth Management
South Carolina
– -$5.24M -18,518 Closed
BA
404
Bellwether Advisors
Nebraska
– -$4.57M -16,134 Closed
CFP
405
Curran Financial Partners
South Carolina
– -$4.48M -15,821 Closed
Marshall Wace
406
Marshall Wace
United Kingdom
– -$2.69M -9,511 Closed
RL
407
Retireful LLC
Michigan
– -$2.12M -8,666 Closed
Manulife (Manufacturers Life Insurance)
408
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.08M -3,828 Closed
CI
409
CX Institutional
Indiana
– -$1.02M -3,587 Closed
ASN
410
Advisory Services Network
Georgia
– -$1.01M -3,582 Closed
TAIM
411
TD Ameritrade Investment Management
Nebraska
– -$632K -2,230 Closed
WCM
412
Windham Capital Management
Massachusetts
– -$304K -1,074 Closed
RPCONE
413
Retirement Planning Company of New England
Rhode Island
– -$280K -988 Closed
YIH
414
Y-Intercept (HK)
Hong Kong
– -$262K -924 Closed
BRWA
415
B. Riley Wealth Advisors
Florida
– -$228K -805 Closed
AWM
416
Activest Wealth Management
Florida
– -$148K -802 Closed
BOSSRA
417
B.O.S.S. Retirement Advisors
Utah
– -$227K -800 Closed
KPWS
418
Kestra Private Wealth Services
Texas
– -$226K -799 Closed
MFA
419
Mayflower Financial Advisors
Massachusetts
– -$217K -765 Closed
CA
420
Calton & Associates
Florida
– -$216K -762 Closed
SSWM
421
Smith Salley Wealth Management
North Carolina
– -$207K -732 Closed
LI
422
LVZ Inc
Michigan
– -$205K -725 Closed
RRA
423
Round Rock Advisors
Connecticut
– -$204K -720 Closed
MOS
424
MGO One Seven
Ohio
– -$203K -716 Closed
TA
425
TrueWealth Advisors
Alabama
– -$203K -716 Closed
14 15 16
17
18