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Vanguard Consumer Discretionary ETF
535 hedge funds and large institutions have $2.84B invested in Vanguard Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 162 increasing their positions, 167 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
219% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 27
210% more call options, than puts
Call options by funds: $20.6M | Put options by funds: $6.65M
11% more capital invested
Capital invested by funds: $2.55B → $2.84B (+$291M)
10% more funds holding
Funds holding: 485 → 535 (+50)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
3% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 167
38.46% less ownership
Funds ownership: 81.81% → 43.35% (-38%)
Holders
535
Holders Change
+50
Holders Change %
+10.31%
% of All Funds
7.05%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
86
Increased
162
Reduced
167
Closed
27
Calls
$20.6M
Puts
$6.65M
Net Calls
+$14M
Net Calls Change
-$18.5M
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.5M |
| 2 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$9.97M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.93M |
| 4 |
Goldman Sachs
New York
|
+$6.8M |
| 5 |
AOI
Auto-Owners Insurance
Lansing,
Michigan
|
+$4.33M |
Top Sellers
| 1 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$23.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.7M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$9.47M |
| 4 |
JP Morgan Chase
New York
|
-$4.88M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
551
Darwin Wealth Management
Tampa,
Florida
| – | -$82.1K | -241 | Closed |
|
|
FAM
552
Flaharty Asset Management
Clearwater,
Florida
| – | -$71.5K | -210 | Closed |
|
|
CFB
553
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$55.5K | -163 | Closed |
|
554
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$14.6K | -43 | Closed |
|
|
BWP
555
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$12.3K | -36 | Closed |
|
|
PP
556
PFS Partners
Mine Hill,
New Jersey
| – | -$12.4K | -36 | Closed |
|
|
C
557
Covestor
London,
United Kingdom
| – | -$10K | -29 | Closed |
|
|
GWP
558
Gen-Wealth Partners
Zeeland,
Michigan
| – | -$9.81K | -29 | Closed |
|
|
PFA
559
Pathway Financial Advisers
Auburn,
Indiana
| – | -$9.91K | -29 | Closed |
|
|
JIP
560
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$6.14K | -18 | Closed |
|
|
RIA
561
Realta Investment Advisors
Wilmington,
Delaware
| – | -$5.36K | -16 | Closed |
|
|
BTI
562
Blue Trust Inc
Alpharetta,
Georgia
| – | -$3.12K | -10 | Closed |
|
|
CAL
563
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$2K | -7 | Closed |
|