Vanguard Consumer Discretionary ETF
402 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.
10% more capital invested
Capital invested by funds: $1.82B → $2B (+$185M)
3.34% more ownership
Funds ownership: 38.34% → 41.68% (+3.3%)
1% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 128
1% less funds holding
Funds holding: 406 → 402 (-4)
3% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 36
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
63% less call options, than puts
Call options by funds: $9.86M | Put options by funds: $26.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$143M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$24.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$51.7M |
| 2 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$8.95M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.84M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$8.32M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$7.06M |
VCR Hedge Fund Activity: Q3 2023 in Review
402 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q3 2023, worth a combined $2B — up 10% from $1.82B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of VCR and 35 opened new positions — a net loss of 1 holder — while 128 trimmed existing stakes and 129 added.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $143M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $51.7M.
- 402 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q3 2023, down from 406 in Q2 2023.
- Funds reported $2B of Vanguard Consumer Discretionary ETF stock for Q3 2023, up 10% quarter-over-quarter.
- 35 funds opened new Vanguard Consumer Discretionary ETF positions in Q3 2023 and 36 closed out, a net change of -1 holder.
- The largest Vanguard Consumer Discretionary ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $143M added.
- The largest Vanguard Consumer Discretionary ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $51.7M sold.
Based on aggregated 13F filings for Q3 2023.