We are live on ! Find out more
VCR icon

Vanguard Consumer Discretionary ETF

177 hedge funds and large institutions have $927M invested in Vanguard Consumer Discretionary ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 44

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 168177 (+9)

3% more capital invested

Capital invested by funds: $899M → $927M (+$27.7M)

0.96% less ownership

Funds ownership: 44.2%43.23% (-0.96%)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $723K

Holders
177
Holders Change
+9
Holders Change %
+5.36%
% of All Funds
4.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
26
Increased
72
Reduced
44
Closed
16
Calls
$1K
Puts
$723K
Net Calls
-$722K
Net Calls Change
+$506K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
Optimum Investment Advisors
Illinois
$682K +$135 +1 +0%
LIM
77
Leavell Investment Management
Alabama
$665K +$41.8K +310 +7%
Stifel Financial
78
Stifel Financial
Missouri
$647K -$39.8K -295 -6%
EAM
79
Evanson Asset Management
California
$635K
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$619K +$10.3K +76 +2%
ICOA
81
Investment Centers of America
North Dakota
$604K -$170K -1,257 -22%
FT
82
Fiduciary Trust
Massachusetts
$594K -$10.1K -75 -2%
BS
83
Banco Santander
Spain
$588K -$8.09M -60,000 -93%
FCAG
84
First Capital Advisors Group
New Jersey
$587K -$33.7K -250 -6%
KIA
85
KCM Investment Advisors
California
$530K +$405 +3 +0.1%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$528K +$186K +1,380 +57%
SB
87
Simmons Bank
Arkansas
$525K +$511K +3,789 New
AAM
88
Autus Asset Management
Arizona
$518K +$48.6K +360 +11%
APP
89
Avantax Planning Partners
Iowa
$510K
PPCM
90
Pillar Pacific Capital Management
California
$510K +$24.1K +179 +5%
BFO
91
Boston Family Office
Massachusetts
$467K +$49.2K +365 +12%
SPC
92
Sigma Planning Corp
Michigan
$463K +$173K +1,281 +62%
HIIFS
93
Harel Insurance Investments & Financial Services
Israel
$436K +$426K +3,162 New
HighTower Advisors
94
HighTower Advisors
Illinois
$426K +$16.5K +122 +4%
JP Morgan Chase
95
JP Morgan Chase
New York
$425K +$11.3K +84 +3%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$412K +$30.3K +225 +8%
WA
97
WBH Advisory
Maryland
$405K +$13.6K +101 +4%
AI
98
Atria Investments
North Carolina
$398K +$64.3K +477 +20%
FFEC
99
First Financial Equity Corporation
Arizona
$398K +$389K +2,886 New
UCFA
100
United Capital Financial Advisors
Texas
$397K -$130K -965 -25%

VCR Hedge Fund Activity: Q1 2017 in Review

177 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2017, worth a combined $927M — up 3.1% from $899M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VCR positions and 16 closed out — a net gain of 10 holders — while 72 added to existing stakes and 44 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $30.1M. The largest seller was Putnam Investments, cutting an estimated $52.7M.

  • 177 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2017, up from 168 in Q4 2016.
  • Funds reported $927M of Vanguard Consumer Discretionary ETF stock for Q1 2017, up 3.1% quarter-over-quarter.
  • 26 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2017 and 16 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2017 was MML Investors Services, an estimated $30.1M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2017 was Putnam Investments, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2017.