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Vanguard Consumer Discretionary ETF
VCR

Overview Fund Activity

404 hedge funds and large institutions have $1.82B invested in Vanguard Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 133 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+22
Holders Change %
+5.76%
% of All Funds
6.37%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
53
Increased
95
Reduced
133
Closed
28
Calls
$31.9M
Puts
$22M
Net Calls
+$9.87M
Net Calls Change
-$19.7M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$48.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$169M
3
Bank of America
Bank of America
North Carolina
$254M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$12.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$15.2M
2
Ameriprise
Ameriprise
Minnesota
$15.1M
3
Morgan Stanley
Morgan Stanley
New York
$101M
4
WA
Win Advisors
Florida
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Congress Wealth Management
Massachusetts
$775K -$681K -2,403 -47%
VIM
177
Vista Investment Management
Pennsylvania
$770K -$5.95K -21 -0.8%
MWM
178
Modera Wealth Management
New Jersey
$770K +$770K +2,720 New
SMFG
179
Sumitomo Mitsui Financial Group
Japan
$760K -$157K -556 -17%
NRI
180
NFP Retirement Inc
California
$760K -$283 -1 -0%
TCM
181
Towercrest Capital Management
Pennsylvania
$740K – – –
CAI
182
Capital Advisors Inc
Oklahoma
$735K – – –
RPGK
183
Retirement Planning Group (Kansas)
Kansas
$731K +$731K +2,581 New
Nomura Asset Management
184
Nomura Asset Management
Japan
$718K +$718K +2,534 New
CFGS
185
Concourse Financial Group Securities
Alabama
$710K +$11.1K +39 +2%
BB
186
Busey Bank
Illinois
$708K – – –
CCM
187
Condor Capital Management
New Jersey
$702K – – –
BCMLT
188
Beacon Capital Management LLC (Tennessee)
Tennessee
$683K -$566 -2 -0.1%
NAMP
189
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$681K – – –
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$665K -$122K -431 -16%
YWM
191
Yoder Wealth Management
California
$644K -$13.9K -49 -2%
Lido Advisors
192
Lido Advisors
California
$633K -$6.23K -22 -1%
TAIM
193
TD Ameritrade Investment Management
Nebraska
$632K -$56.1K -198 -8%
PAMS
194
Pictet Asset Management (Switzerland)
Switzerland
$624K -$321K -1,135 -34%
Fisher Asset Management
195
Fisher Asset Management
Washington
$611K +$145K +512 +31%
HB
196
Horizon Bancorp
Indiana
$610K +$1.98K +7 +0.3%
Wealthfront Advisers
197
Wealthfront Advisers
California
$602K -$18.7K -66 -3%
SB
198
Simmons Bank
Arkansas
$594K -$54.9K -194 -8%
MWM
199
Mission Wealth Management
California
$592K -$87.8K -310 -13%
ISL
200
Ingalls & Snyder LLC
New York
$592K – – –
6 7
8
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