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Vanguard Consumer Discretionary ETF

383 hedge funds and large institutions have $1.49B invested in Vanguard Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,191% more call options, than puts

Call options by funds: $32M | Put options by funds: $2.48M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $1.32B → $1.49B (+$172M)

3% more funds holding

Funds holding: 372383 (+11)

0.28% more ownership

Funds ownership: 35.83%36.11% (+0.28%)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 130

Holders
383
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
6.1%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
58
Increased
110
Reduced
130
Closed
39
Calls
$32M
Puts
$2.48M
Net Calls
+$29.5M
Net Calls Change
-$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$622K +$41.6K +171 +7%
TAIM
177
TD Ameritrade Investment Management
Nebraska
$613K +$27K +111 +5%
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$610K -$148K -609 -20%
NAMP
179
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$607K
MWM
180
Mission Wealth Management
California
$607K +$66K +271 +13%
RFM
181
Royal Fund Management
Florida
$592K +$286K +1,175 +101%
FT
182
Fiduciary Trust
Massachusetts
$588K -$40.2K -165 -7%
YWM
183
Yoder Wealth Management
California
$586K +$566K +2,322 New
SB
184
Simmons Bank
Arkansas
$579K -$11K -45 -2%
Lido Advisors
185
Lido Advisors
California
$570K -$70.1K -288 -11%
TWM
186
Tradition Wealth Management
Minnesota
$567K +$244 +1 +0%
UCFA
187
United Capital Financial Advisors
Texas
$554K -$106K -437 -17%
Wealthfront Advisers
188
Wealthfront Advisers
California
$554K -$165K -678 -24%
HB
189
Horizon Bancorp
Indiana
$542K
GFPC
190
Global Financial Private Client
Florida
$540K +$520K +2,134 +10,670%
US Bancorp
191
US Bancorp
Minnesota
$530K -$64.1K -263 -11%
ISL
192
Ingalls & Snyder LLC
New York
$528K +$165K +679 +48%
AMCA
193
Arthur M. Cohen & Associates
Illinois
$527K +$244 +1 +0%
RFN
194
Redwood Financial Network
Ohio
$527K +$731 +3 +0.1%
WWM
195
Western Wealth Management
Colorado
$523K +$76K +312 +18%
WS
196
Wedbush Securities
California
$513K -$7.79K -32 -2%
GCM
197
Gallacher Capital Management
Colorado
$512K -$38.5K -158 -7%
HI
198
Harper Investing
California
$512K -$1.1M -4,519 -69%
FCIM
199
Fairview Capital Investment Management
California
$503K -$3.9K -16 -0.8%
RBC
200
Romano Brothers & Co
Illinois
$500K

VCR Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2023, worth a combined $1.49B — up 13% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VCR positions and 39 closed out — a net gain of 19 holders — while 110 added to existing stakes and 130 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $91.4M.

  • 383 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2023, up from 372 in Q4 2022.
  • Funds reported $1.49B of Vanguard Consumer Discretionary ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 58 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2023 and 39 closed out, a net change of +19 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $56.1M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2023 was Bank of America, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2023.