Vanguard Consumer Discretionary ETF
406 hedge funds and large institutions have $1.82B invested in Vanguard Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 133 reducing their positions, and 28 closing their positions.
93% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 28
45% more call options, than puts
Call options by funds: $31.9M | Put options by funds: $22M
22% more capital invested
Capital invested by funds: $1.49B → $1.82B (+$329M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6% more funds holding
Funds holding: 383 → 406 (+23)
2.23% more ownership
Funds ownership: 36.11% → 38.34% (+2.2%)
29% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$46.9M |
| 2 |
JP Morgan Chase
New York
|
+$24.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.99M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.51M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.43M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$3.33M |
| 4 |
Morgan Stanley
New York
|
-$3.25M |
| 5 |
HF
HRT Financial
New York
|
-$2.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
426
Ayalon Insurance Company
Ramat Gan,
Israel
| – | -$8K | -30 | Closed |
|
427
AssetMark Inc
Concord,
California
| – | -$6.31K | -25 | Closed |
|
|
SCA
428
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$5.81K | -23 | Closed |
|
|
FCA
429
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$5.56K | -22 | Closed |
|
|
JWA
430
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$2.78K | -11 | Closed |
|
|
LFG
431
Larson Financial Group
St Louis,
Missouri
| – | -$2.35K | -9 | Closed |
|
|
GFWA
432
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$2.03K | -8 | Closed |
|
|
JIR
433
James Investment Research
Alpha,
Ohio
| – | -$2K | -7 | Closed |
|
|
SIS
434
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1.71K | -7 | Closed |
|
VCR Hedge Fund Activity: Q2 2023 in Review
406 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q2 2023, worth a combined $1.82B — up 22% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VCR positions and 28 closed out — a net gain of 26 holders — while 95 added to existing stakes and 133 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $46.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.51M.
- 406 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q2 2023, up from 383 in Q1 2023.
- Funds reported $1.82B of Vanguard Consumer Discretionary ETF stock for Q2 2023, up 22% quarter-over-quarter.
- 54 funds opened new Vanguard Consumer Discretionary ETF positions in Q2 2023 and 28 closed out, a net change of +26 holders.
- The largest Vanguard Consumer Discretionary ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $46.9M added.
- The largest Vanguard Consumer Discretionary ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $8.51M sold.
Based on aggregated 13F filings for Q2 2023.