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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in Vanguard Consumer Discretionary ETF in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 68 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+33
Holders Change %
+13.64%
% of All Funds
5.65%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.23%
New
62
Increased
68
Reduced
90
Closed
25
Calls
$2.26M
Puts
$2.35M
Net Calls
-$84K
Net Calls Change
+$247K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$146M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.1M
3
SWM
Sanctuary Wealth Management
Idaho
$6.99M
4
Morgan Stanley
Morgan Stanley
New York
$65.1M
5
PWS
Paragon Wealth Strategies
Florida
$6.05M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$26.7M
2
Bank of America
Bank of America
North Carolina
$253M
3
Charles Schwab
Charles Schwab
California
$70.2M
4
UBS Group
UBS Group
Switzerland
$129M
5
PL
Polianta Ltd
Jersey
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
126
KeyBank National Association
Ohio
$543K -$46.2K -231 -8%
VIM
127
Vista Investment Management
Pennsylvania
$542K +$21.2K +106 +4%
CFGS
128
Concourse Financial Group Securities
Alabama
$539K -$32.4K -162 -6%
NA
129
NewEdge Advisors
Louisiana
$530K -$209K -1,046 -28%
TCM
130
Towercrest Capital Management
Pennsylvania
$523K +$108K +539 +26%
MPCG
131
Matrix Private Capital Group
New York
$511K +$34.2K +171 +7%
SCA
132
Spearhead Capital Advisors
Florida
$508K -$177K -884 -26%
DADC
133
D.A. Davidson & Co
Montana
$504K +$33K +165 +7%
BB
134
Busey Bank
Illinois
$500K – – –
Vanguard Group
135
Vanguard Group
Pennsylvania
$493K -$7.81K -39 -2%
GC
136
Grace Capital
Massachusetts
$491K -$562K -2,813 -53%
RWM
137
RBA Wealth Management
California
$484K +$17K +85 +4%
IFA
138
Interactive Financial Advisors
Illinois
$484K +$307K +1,533 +173%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$482K +$350K +1,730 +265%
WS
140
Wedbush Securities
California
$464K -$90K -450 -16%
TVWM
141
Tower View Wealth Management
Wisconsin
$446K +$446K +2,232 New
TC
142
TAP Consulting
Missouri
$420K -$1.62M -8,120 -79%
SPC
143
Sigma Planning Corp
Michigan
$410K -$16K -80 -4%
VFA
144
Voya Financial Advisors
Connecticut
$404K -$1.17M -5,973 -74%
ABC
145
Associated Banc-Corp
Wisconsin
$403K – – –
KPW
146
Kore Private Wealth
New York
$397K +$200K +1,001 +102%
JIC
147
Johnson Investment Counsel
Ohio
$388K +$90.9K +455 +31%
HB
148
Horizon Bancorp
Indiana
$374K -$41.2K -206 -10%
WIM
149
Westside Investment Management
California
$363K -$1.63K -70 -0.4%
PWM
150
PRW Wealth Management
Massachusetts
$353K – – –
4 5
6
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