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Vanguard Consumer Discretionary ETF
VCR

459 hedge funds and large institutions have $2.29B invested in Vanguard Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,446% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $2.86M

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

4% more funds holding

Funds holding: 441 → 459 (+18)

0.56% more ownership

Funds ownership: 41.88% → 42.43% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

4% less capital invested

Capital invested by funds: $2.4B → $2.29B (-$108M)

31% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 168

Holders
459
Holders Change
+18
Holders Change %
+4.08%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
116
Reduced
168
Closed
27
Calls
$44.2M
Puts
$2.86M
Net Calls
+$41.3M
Net Calls Change
+$41.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$58.8M
2
PCH
PGIM Custom Harvest
New Jersey
+$19.6M
3
Ameriprise
Ameriprise
Minnesota
+$5.52M
4
Goldman Sachs
Goldman Sachs
New York
+$4.46M
5
OCM
One Capital Management
California
+$3.56M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$36M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.1M
3
Truist Financial
Truist Financial
North Carolina
-$11.8M
4
PL
Polianta Ltd
Jersey
-$6.8M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
151
Stonebridge Financial Planning Group
Florida
$1.25M -$113K -368 -8%
BCM
152
Brookstone Capital Management
Illinois
$1.22M -$33.1K -108 -3%
IFWM
153
Institute for Wealth Management
Colorado
$1.21M +$123K +402 +12%
Prudential Financial
154
Prudential Financial
New Jersey
$1.21M -$111K -361 -9%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$1.2M -$79K -258 -6%
TRCT
156
Tower Research Capital (TRC)
New York
$1.17M +$246K +803 +27%
ITB
157
Idaho Trust Bank
Idaho
$1.15M +$1.13M +3,698 New
TL
158
Tradewinds LLC
North Carolina
$1.15M +$1.13M +3,694 New
HWM
159
HB Wealth Management
Georgia
$1.14M -$49.6K -162 -4%
BAM
160
Bellevue Asset Management
Washington
$1.14M – – –
William Blair & Company
161
William Blair & Company
Illinois
$1.11M +$195K +635 +22%
BFG
162
Bleakley Financial Group
New Jersey
$1.07M -$230K -752 -18%
SW
163
Simplicity Wealth
New Jersey
$1.07M -$230K -752 -18%
BCP
164
Berkeley Capital Partners
Georgia
$1.06M +$11.3K +37 +1%
HAS
165
HBW Advisory Services
California
$1.05M -$306 -1 -0%
MA
166
Montag & Associates
Georgia
$1.03M – – –
EFS
167
Essex Financial Services
Connecticut
$1.03M +$671K +2,191 +177%
Empower Advisory Group
168
Empower Advisory Group
Colorado
$987K +$306 +1 +0%
SVWAG
169
Sound View Wealth Advisors Group
Georgia
$985K +$53.9K +176 +6%
D
170
Dentgroup
Louisiana
$945K -$40.4K -132 -4%
SPIA
171
Steward Partners Investment Advisory
New York
$942K -$34.9K -114 -4%
DADC
172
D.A. Davidson & Co
Montana
$932K -$223K -727 -20%
GWM
173
Gray Wealth Management
Maine
$919K -$15.3K -50 -2%
CFGS
174
Concourse Financial Group Securities
Alabama
$906K -$708K -2,312 -44%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$896K +$8.88K +29 +1%
5 6
7
8 9

VCR Hedge Fund Activity: Q2 2024 in Review

459 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q2 2024, worth a combined $2.29B — down 4.5% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VCR positions and 27 closed out — a net gain of 23 holders — while 116 added to existing stakes and 168 trimmed.

The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was JP Morgan Chase, cutting an estimated $36M.

  • 459 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q2 2024, up from 441 in Q1 2024.
  • Funds reported $2.29B of Vanguard Consumer Discretionary ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 50 funds opened new Vanguard Consumer Discretionary ETF positions in Q2 2024 and 27 closed out, a net change of +23 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q2 2024 was Bank of America, an estimated $58.8M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q2 2024 was JP Morgan Chase, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2024.