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Vanguard Consumer Discretionary ETF
VCR

441 hedge funds and large institutions have $2.4B invested in Vanguard Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

20% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $2.14B → $2.4B (+$260M)

1% more funds holding

Funds holding: 435 → 441 (+6)

1.22% more ownership

Funds ownership: 40.65% → 41.88% (+1.2%)

1% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $16.2M

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 148

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.35%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
49
Increased
140
Reduced
148
Closed
41
Calls
$16.4M
Puts
$16.2M
Net Calls
+$152K
Net Calls Change
+$12.9M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$111M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.7M
3
Bank of America
Bank of America
North Carolina
+$50.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20M
5
PCH
PGIM Custom Harvest
New Jersey
+$18.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$118M
2
JP Morgan Chase
JP Morgan Chase
New York
-$34.5M
3
AAS
Ameritas Advisory Services
Nebraska
-$10.5M
4
UBS Group
UBS Group
Switzerland
-$9.11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$2.4M +$216K +709 +10%
MFG
102
Merit Financial Group
Georgia
$2.38M +$2.37M +7,771 New
AIM
103
AMI Investment Management
Indiana
$2.38M -$52.5K -172 -2%
Comerica Bank
104
Comerica Bank
Texas
$2.34M -$541K -1,772 -19%
FFC
105
First Financial Corp
Indiana
$2.28M -$23.5K -77 -1%
SA
106
Strategic Advisors
New York
$2.22M -$42.7K -140 -2%
JWCA
107
J.W. Cole Advisors
Florida
$2.21M +$339K +1,111 +19%
IWC
108
Integrated Wealth Concepts
Massachusetts
$2.16M +$599K +1,962 +40%
GCP
109
GSA Capital Partners
United Kingdom
$2.1M +$572K +1,874 +39%
AF
110
Apexium Financial
Texas
$2.08M +$1.22K +4 +0.1%
JE
111
JMAC Enterprises
Pennsylvania
$2.05M +$61.6K +202 +3%
JF
112
Joule Financial
Kentucky
$2.01M +$27.2K +89 +1%
GFPC
113
Global Financial Private Client
Florida
$2M +$64.4K +211 +3%
DWM
114
Destination Wealth Management
California
$1.94M -$50.3K -165 -3%
SCA
115
Snowden Capital Advisors
New York
$1.94M -$20.1K -66 -1%
Northern Trust
116
Northern Trust
Illinois
$1.83M +$25.9K +85 +1%
WAM
117
WNY Asset Management
New York
$1.78M +$44.2K +145 +3%
LIM
118
Leavell Investment Management
Alabama
$1.78M -$137K -449 -7%
FTS
119
Fifth Third Securities
Ohio
$1.73M -$341K -1,118 -17%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.72M -$1.38M -4,512 -45%
OC
121
Oppenheimer & Co
New York
$1.72M -$149K -488 -8%
PCIA
122
Prime Capital Investment Advisors
Kansas
$1.67M -$81.2K -266 -5%
CFGS
123
Concourse Financial Group Securities
Alabama
$1.65M +$62.2K +204 +4%
TIAA Trust, National Association
124
TIAA Trust, National Association
North Carolina
$1.64M +$40.3K +132 +3%
MSFS
125
Main Street Financial Solutions
Pennsylvania
$1.62M +$56.4K +185 +4%
3 4
5
6 7

VCR Hedge Fund Activity: Q1 2024 in Review

441 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2024, worth a combined $2.4B — up 12% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VCR positions and 41 closed out — a net gain of 8 holders — while 140 added to existing stakes and 148 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Morgan Stanley, cutting an estimated $118M.

  • 441 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2024, up from 435 in Q4 2023.
  • Funds reported $2.4B of Vanguard Consumer Discretionary ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 49 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2024 and 41 closed out, a net change of +8 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2024 was Morgan Stanley, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2024.