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Vanguard Consumer Discretionary ETF

278 hedge funds and large institutions have $1.65B invested in Vanguard Consumer Discretionary ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

104% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $724K

30% more capital invested

Capital invested by funds: $1.27B → $1.65B (+$377M)

14.85% more ownership

Funds ownership: 41.52%56.38% (+15%)

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

13% more funds holding

Funds holding: 245278 (+33)

Holders
278
Holders Change
+33
Holders Change %
+13.47%
% of All Funds
5.48%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.24%
New
61
Increased
83
Reduced
73
Closed
24
Calls
$1.48M
Puts
$724K
Net Calls
+$751K
Net Calls Change
-$682K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$7.09M +$391K +2,137 +6%
JIC
27
Johnson Investment Counsel
Ohio
$6.91M +$66.8K +365 +1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.89M +$1.1M +5,997 +20%
3F
29
360 Financial
Minnesota
$6.86M +$6.32M +34,513 New
NFG
30
Next Financial Group
Texas
$6.09M +$68.4K +374 +1%
Citigroup
31
Citigroup
New York
$5.65M -$96.1K -525 -2%
AFC
32
Adaptive Financial Consulting
Ohio
$5.23M +$5.05M +27,622 New
TC
33
TAP Consulting
Missouri
$5.04M +$43.9K +240 +0.9%
DTIM
34
Danda Trouve Investment Management
Kansas
$4.87M +$4.71M +25,714 New
MPWT
35
MassMutual Private Wealth & Trust
Connecticut
$4.78M +$121K +663 +3%
SWP
36
Stratos Wealth Partners
Ohio
$4.36M +$225K +1,229 +6%
PAG
37
Private Advisor Group
New Jersey
$4.18M +$425K +2,320 +12%
KIA
38
KCM Investment Advisors
California
$4.15M -$1.18M -6,443 -23%
MML Investors Services
39
MML Investors Services
Massachusetts
$3.96M -$398K -2,175 -9%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.8M -$1.31M -7,151 -26%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.77M -$4.21M -23,019 -54%
TC
42
Tatro Capital
Kentucky
$3.7M +$3.57M +19,506 New
TSWM
43
Triangle Securities Wealth Management
North Carolina
$3.54M +$3.66K +20 +0.1%
Truist Financial
44
Truist Financial
North Carolina
$3.48M +$3.36M +18,348 New
HighTower Advisors
45
HighTower Advisors
Illinois
$3.47M -$781K -4,269 -19%
LNC
46
Lincoln National Corp
Pennsylvania
$3.08M +$156K +851 +6%
JSMC
47
Jess S. Morgan & Co
California
$3.07M +$2.96M +16,183 New
CWA
48
Clarity Wealth Advisors
California
$2.96M +$2.86M +15,647 New
FFC
49
First Financial Corp
Indiana
$2.95M -$42.8K -234 -1%
EW
50
Evoke Wealth
California
$2.93M +$3.61M +19,725 +1,190%

VCR Hedge Fund Activity: Q4 2019 in Review

278 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q4 2019, worth a combined $1.65B — up 30% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VCR positions and 24 closed out — a net gain of 37 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was M&T Bank, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $11.3M.

  • 278 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q4 2019, up from 245 in Q3 2019.
  • Funds reported $1.65B of Vanguard Consumer Discretionary ETF stock for Q4 2019, up 30% quarter-over-quarter.
  • 61 funds opened new Vanguard Consumer Discretionary ETF positions in Q4 2019 and 24 closed out, a net change of +37 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q4 2019 was M&T Bank, an estimated $364M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q4 2019 was Credit Suisse, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2019.