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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

404 hedge funds and large institutions have $1.82B invested in Vanguard Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 133 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+22
Holders Change %
+5.76%
% of All Funds
6.37%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
53
Increased
95
Reduced
133
Closed
28
Calls
$31.9M
Puts
$22M
Net Calls
+$9.87M
Net Calls Change
-$19.7M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$48.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$169M
3
Bank of America
Bank of America
North Carolina
$254M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$12.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$15.2M
2
Ameriprise
Ameriprise
Minnesota
$15.1M
3
Morgan Stanley
Morgan Stanley
New York
$101M
4
WA
Win Advisors
Florida
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WBH Advisory
Maryland
$1.41M -$3.97K -14 -0.3%
AFP
127
Ausdal Financial Partners
Iowa
$1.41M – – –
NAM
128
NorthCrest Asset Manangement
Minnesota
$1.38M +$203K +716 +17%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$1.34M -$135K -475 -9%
SI
130
Stephens Inc
Arkansas
$1.32M -$12.7K -45 -1%
CCT
131
Capital City Trust
Florida
$1.32M -$5.38K -19 -0.4%
CAM
132
Cresset Asset Management
Illinois
$1.3M +$283 +1 +0%
WDC
133
Woodward Diversified Capital
California
$1.29M +$38.8K +137 +3%
SFPG
134
Stonebridge Financial Planning Group
Florida
$1.29M -$59.5K -210 -4%
PA
135
Parallel Advisors
California
$1.29M -$44.8K -158 -3%
TWC
136
TD Waterhouse Canada
Ontario, Canada
$1.28M -$61.6K -214 -5%
CA
137
Clearstead Advisors
Ohio
$1.28M +$1.26M +4,446 +7,171%
EAM
138
Evanson Asset Management
California
$1.23M – – –
BAAM
139
Baker Avenue Asset Management
California
$1.22M +$95.4K +337 +8%
KCM
140
Kennicott Capital Management
California
$1.22M +$813K +8,616 +200%
FB
141
First Bancorp
Maine
$1.2M – – –
DADC
142
D.A. Davidson & Co
Montana
$1.14M -$7.65K -27 -0.7%
HWM
143
HB Wealth Management
Georgia
$1.13M – – –
JIC
144
Johnson Investment Counsel
Ohio
$1.13M +$21K +74 +2%
BAM
145
Bellevue Asset Management
Washington
$1.13M – – –
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08M +$1.08M +3,828 New
WLIM
147
White Lighthouse Investment Management
Massachusetts
$1.06M -$107K -377 -9%
Prudential Financial
148
Prudential Financial
New Jersey
$1.06M +$126K +445 +14%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$1.05M – – –
BC
150
Bartlett & Co
Ohio
$1.05M – – –
4 5
6
7 8