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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 %
Jane Street
151
Jane Street
New York
$1.1M -$3.83M -14,212 -78%
HWM
152
HB Wealth Management
Georgia
$1.08M – – –
DADC
153
D.A. Davidson & Co
Montana
$1.08M -$6.2K -23 -0.6%
BAM
154
Bellevue Asset Management
Washington
$1.08M – – –
CPRC
155
Consolidated Portfolio Review Corp
New York
$1.05M +$286K +1,063 +37%
WLIM
156
White Lighthouse Investment Management
Massachusetts
$1.04M +$29.4K +109 +3%
RFM
157
Royal Fund Management
Florida
$1M +$196K +727 +24%
BCM
158
Brookstone Capital Management
Illinois
$999K +$999K +3,874 New
BC
159
Bartlett & Co
Ohio
$997K – – –
BCWM
160
Bartlett & Co Wealth Management
Ohio
$997K – – –
D
161
Dentgroup
Louisiana
$991K +$1.89K +7 +0.2%
IFWM
162
Institute for Wealth Management
Colorado
$972K -$18.3K -68 -2%
Nomura Asset Management
163
Nomura Asset Management
Japan
$950K +$268K +994 +39%
US Bancorp
164
US Bancorp
Minnesota
$931K +$436K +1,619 +88%
GWM
165
Gray Wealth Management
Maine
$925K +$5.93K +22 +0.6%
CFGS
166
Concourse Financial Group Securities
Alabama
$911K +$236K +873 +35%
HAS
167
HBW Advisory Services
California
$886K +$886K +3,289 New
SPIA
168
Steward Partners Investment Advisory
New York
$868K -$51.2K -190 -6%
William Blair & Company
169
William Blair & Company
Illinois
$866K +$59.5K +221 +7%
Empower Advisory Group
170
Empower Advisory Group
Colorado
$865K -$87.3K -324 -9%
CWM
171
Congress Wealth Management
Massachusetts
$856K +$120K +444 +16%
CF
172
Centaurus Financial
California
$831K -$116K -430 -12%
RWM
173
RBA Wealth Management
California
$799K -$29.6K -110 -4%
RCS
174
Retirement Capital Strategies
California
$770K +$770K +2,860 New
VVP
175
Venture Visionary Partners
Ohio
$751K – – –
5 6
7
8 9