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Vanguard Consumer Discretionary ETF
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Overview Fund Activity

400 hedge funds and large institutions have $2B invested in Vanguard Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 129 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
6.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
35
Increased
129
Reduced
128
Closed
36
Calls
$9.86M
Puts
$26.6M
Net Calls
-$16.7M
Net Calls Change
-$26.6M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$192M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
3
Osaic Holdings
Osaic Holdings
Arizona
$60M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.2M
5
Wells Fargo
Wells Fargo
California
$97.6M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$1.2M
2
PL
Polianta Ltd
Jersey
$0
3
AWM
AE Wealth Management
Kansas
$6.47M
4
EWA
EP Wealth Advisors
California
$746K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$1.43M +$1.43M +5,325 New
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.42M +$39.3K +146 +3%
HTC
128
Haverford Trust Company
Pennsylvania
$1.39M -$17.8K -66 -1%
SFPG
129
Stonebridge Financial Planning Group
Florida
$1.37M +$138K +512 +11%
GAM
130
Gotham Asset Management
New York
$1.35M – – –
WA
131
WBH Advisory
Maryland
$1.34M -$1.89K -7 -0.1%
AFP
132
Ausdal Financial Partners
Iowa
$1.34M -$2.16K -8 -0.2%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$1.32M -$29.4K -109 -2%
GIA
134
Gladstone Institutional Advisory
Florida
$1.31M -$97.5K -362 -7%
NAM
135
NorthCrest Asset Manangement
Minnesota
$1.3M -$12.9K -48 -1%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$1.29M -$1.02M -3,803 -44%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$1.27M -$2.42K -9 -0.2%
SI
138
Stephens Inc
Arkansas
$1.25M -$2.69K -10 -0.2%
CCT
139
Capital City Trust
Florida
$1.25M – – –
WDC
140
Woodward Diversified Capital
California
$1.25M +$18K +67 +1%
CAM
141
Cresset Asset Management
Illinois
$1.24M +$270 +1 +0%
PA
142
Parallel Advisors
California
$1.22M -$3.77K -14 -0.3%
BAAM
143
Baker Avenue Asset Management
California
$1.21M +$47.1K +175 +4%
HFRG
144
Houlihan Financial Resource Group
Virginia
$1.2M -$47.4M -181,985 -98%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$1.17M -$35.5K -131 -3%
EAM
146
Evanson Asset Management
California
$1.17M – – –
KCM
147
Kennicott Capital Management
California
$1.16M -$2.32M -8,616 -67%
Prudential Financial
148
Prudential Financial
New Jersey
$1.14M +$138K +512 +14%
FB
149
First Bancorp
Maine
$1.14M – – –
JIC
150
Johnson Investment Counsel
Ohio
$1.11M +$33.7K +125 +3%
4 5
6
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