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Vanguard Consumer Discretionary ETF
VCR

362 hedge funds and large institutions have $2.27B invested in Vanguard Consumer Discretionary ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 99

31% more call options, than puts

Call options by funds: $7.94M | Put options by funds: $6.07M

14% more capital invested

Capital invested by funds: $2B → $2.27B (+$272M)

3% more funds holding

Funds holding: 351 → 362 (+11)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

1.16% less ownership

Funds ownership: 42.11% → 40.95% (-1.2%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
6.36%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
43
Increased
133
Reduced
99
Closed
29
Calls
$7.94M
Puts
$6.07M
Net Calls
+$1.87M
Net Calls Change
-$969K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$18.6M
3
MML Investors Services
MML Investors Services
Massachusetts
+$18M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.9M
5
AIC
Ameritas Investment Company
Nebraska
+$12.7M

Top Sellers

1
PCA
Personal Capital Advisors
California
-$11M
2
KWM
Kingsview Wealth Management
Oregon
-$9.74M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$9.17M
4
TC
TAP Consulting
Missouri
-$7.33M
5
UBS Group
UBS Group
Switzerland
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$3.05M +$2.99M +10,313 New
5L
77
55I LLC
Massachusetts
$3.03M +$73.1K +252 +3%
Creative Planning
78
Creative Planning
Kansas
$3M +$560K +1,929 +23%
GT
79
Glenmede Trust
Pennsylvania
$3M +$580 +2 +0%
GWM
80
Geneos Wealth Management
Colorado
$2.98M +$1M +3,457 +57%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$2.88M +$294K +1,013 +12%
FFC
82
First Financial Corp
Indiana
$2.87M +$761K +2,623 +37%
SWM
83
Sanctuary Wealth Management
Idaho
$2.82M -$1.94M -6,677 -41%
EWG
84
Executive Wealth Group
Washington
$2.77M +$580 +2 +0%
SPIA
85
Steward Partners Investment Advisory
New York
$2.73M +$1.25M +4,306 +87%
MECA
86
Miller Equity Capital Advisors
Texas
$2.7M – – –
AIM
87
Anchor Investment Management
South Carolina
$2.69M -$156K -538 -6%
SMFG
88
Sumitomo Mitsui Financial Group
Japan
$2.67M +$862K +2,972 +49%
FTS
89
Fifth Third Securities
Ohio
$2.66M +$286K +984 +12%
KL
90
KWMG LLC
Kansas
$2.59M +$208K +718 +9%
SFPG
91
Stonebridge Financial Planning Group
Florida
$2.57M +$232K +798 +11%
FMP
92
Financial Management Professionals
Texas
$2.56M -$2.96M -10,212 -54%
AWM
93
AE Wealth Management
Kansas
$2.5M +$101K +349 +4%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$2.49M -$372K -1,283 -13%
DWM
95
Destination Wealth Management
California
$2.45M -$198K -683 -8%
FAIM
96
Financial Advocates Investment Management
Washington
$2.3M +$65.3K +225 +3%
CI
97
CX Institutional
Indiana
$2.28M -$114K -393 -5%
TNB
98
TCF National Bank
South Dakota
$2.28M +$4.35K +15 +0.2%
NA
99
NewEdge Advisors
Louisiana
$2.2M +$2.16M +7,451 New
MCM
100
Maryland Capital Management
Maryland
$2.14M +$124K +428 +6%
2 3
4
5 6

VCR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2021, worth a combined $2.27B — up 14% from $2B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VCR positions and 29 closed out — a net gain of 14 holders — while 133 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.4M. The largest seller was Personal Capital Advisors, cutting an estimated $11M.

  • 362 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2021, up from 351 in Q4 2020.
  • Funds reported $2.27B of Vanguard Consumer Discretionary ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 43 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2021 and 29 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2021 was Morgan Stanley, an estimated $24.4M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2021 was Personal Capital Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2021.