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Vanguard Consumer Discretionary ETF

145 hedge funds and large institutions have $637M invested in Vanguard Consumer Discretionary ETF in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 144145 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

0.09% less ownership

Funds ownership: 34.38%34.28% (-0.09%)

7% less capital invested

Capital invested by funds: $683M → $637M (-$45.6M)

46% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.33M

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
53
Reduced
53
Closed
21
Calls
$716K
Puts
$1.33M
Net Calls
-$613K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
76
Waters Parkerson & Co
Louisiana
$504K +$118K +1,017 +33%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$486K -$59.9K -515 -12%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$451K +$12K +103 +3%
OC
79
Oppenheimer & Co
New York
$435K -$291K -2,500 -42%
KIA
80
KCM Investment Advisors
California
$435K +$23.6K +203 +6%
CA
81
Cetera Advisors
Colorado
$401K -$39.6K -340 -10%
AA
82
Advisory Alpha
Michigan
$399K +$46.9K +403 +14%
WA
83
WBH Advisory
Maryland
$398K +$4.66K +40 +1%
IH
84
IFC Holdings
Florida
$397K +$370K +3,175 New
HIIFS
85
Harel Insurance Investments & Financial Services
Israel
$392K -$222K -1,905 Closed
FFC
86
First Financial Corp
Indiana
$386K +$9.89K +85 +3%
PPCM
87
Pillar Pacific Capital Management
California
$380K +$49.8K +428 +16%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$380K +$116K +994 +48%
MWM
89
Merriman Wealth Management
Washington
$372K +$349K +3,000 New
ABC
90
Associated Banc-Corp
Wisconsin
$366K -$62.9K -540 -15%
MAS
91
Madden Advisory Services
Florida
$364K +$60.5K +520 +21%
TBA
92
Train Babcock Advisors
New York
$357K
AAM
93
Autus Asset Management
Arizona
$321K +$8.15K +70 +3%
WB
94
Webster Bank
Connecticut
$309K +$23.3K +200 +9%
BFA
95
Bragg Financial Advisors
North Carolina
$293K -$8.15K -70 -3%
BCP
96
Berkeley Capital Partners
Georgia
$291K -$5.02M -43,103 -95%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$286K +$1.51K +13 +0.6%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$262K +$246K +2,110 New
PFS
99
Prospera Financial Services
Texas
$255K -$241K -2,069 -50%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$245K -$256K -2,201 -53%

VCR Hedge Fund Activity: Q1 2016 in Review

145 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2016, worth a combined $637M — down 6.7% from $683M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VCR positions and 21 closed out — a net gain of 5 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was Bailard, opening a new position worth an estimated $6.52M. The largest seller was PNC Financial Services Group, cutting an estimated $12.1M.

  • 145 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2016, up from 144 in Q4 2015.
  • Funds reported $637M of Vanguard Consumer Discretionary ETF stock for Q1 2016, down 6.7% quarter-over-quarter.
  • 26 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2016 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2016 was Bailard, an estimated $6.52M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2016 was PNC Financial Services Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2016.