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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 %
KF
176
Krilogy Financial
Missouri
$278K +$278K +1,388 New
VFA
177
Valeo Financial Advisors
Indiana
$276K -$47.8K -239 -15%
WJWM
178
Williams Jones Wealth Management
New York
$272K -$90K -450 -25%
WP
179
WealthSource Partners
California
$269K +$269K +1,346 New
MAFM
180
Mid Atlantic Financial Management
Pennsylvania
$268K +$268K +1,338 New
GA
181
Greytown Advisors
Florida
$267K +$267K +1,337 New
NRI
182
NFP Retirement Inc
California
$260K +$260K +1,302 New
Lido Advisors
183
Lido Advisors
California
$260K +$260K +1,299 New
ISL
184
Ingalls & Snyder LLC
New York
$257K +$257K +1,286 New
Brown Advisory
185
Brown Advisory
Maryland
$253K +$253K +1,266 New
MFG
186
Magnus Financial Group
New York
$250K +$250K +1,250 New
WPC
187
Waters Parkerson & Co
Louisiana
$246K +$246K +1,230 New
BS
188
Banco Santander
Spain
$244K +$244K +1,224 New
CBFP
189
Cedar Brook Financial Partners
Ohio
$239K +$239K +1,193 New
Jones Financial Companies
190
Jones Financial Companies
Missouri
$238K +$238K +1,192 New
VNA
191
Valley National Advisers
Pennsylvania
$237K – – –
HNB
192
Huntington National Bank
Ohio
$232K -$168K – –
FFN
193
Focus Financial Network
Minnesota
$230K +$230K +1,148 New
MA
194
Mutual Advisors
Nebraska
$227K -$112K -560 -33%
RIA
195
Realta Investment Advisors
Delaware
$221K +$221K +1,107 New
CS
196
Comerica Securities
Michigan
$220K +$220K +1,099 New
RMAM
197
Raab & Moskowitz Asset Management
New Jersey
$220K +$220K +1,103 New
BBA
198
BLB&B Advisors
Pennsylvania
$213K +$213K +1,063 New
FAIM
199
Financial Advocates Investment Management
Washington
$211K +$211K +1,052 New
BRC
200
Bell Rock Capital
Delaware
$208K +$208K +1,040 New
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