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Vanguard Consumer Discretionary ETF
VCR

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 %
EWA
176
EP Wealth Advisors
California
$746K -$7.9M -29,319 -91%
VIM
177
Vista Investment Management
Pennsylvania
$745K +$12.1K +45 +2%
SMFG
178
Sumitomo Mitsui Financial Group
Japan
$743K +$19.4K +72 +3%
KeyBank National Association
179
KeyBank National Association
Ohio
$739K -$3.5K -13 -0.5%
MWM
180
Modera Wealth Management
New Jersey
$718K -$15.1K -56 -2%
TCM
181
Towercrest Capital Management
Pennsylvania
$704K – – –
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$702K +$17.5K +60 +3%
CAI
183
Capital Advisors Inc
Oklahoma
$699K – – –
SVWAG
184
Sound View Wealth Advisors Group
Georgia
$685K +$129K +479 +23%
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$683K – – –
CCM
186
Condor Capital Management
New Jersey
$681K +$12.9K +48 +2%
RPGK
187
Retirement Planning Group (Kansas)
Kansas
$678K -$17.5K -65 -3%
BB
188
Busey Bank
Illinois
$673K – – –
WJWM
189
Williams Jones Wealth Management
New York
$666K +$244K +906 +58%
NRI
190
NFP Retirement Inc
California
$663K -$60.1K -223 -8%
NAMP
191
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$653K +$5.39K +20 +0.8%
Wealthfront Advisers
192
Wealthfront Advisers
California
$651K +$78.7K +292 +14%
UCFA
193
United Capital Financial Advisors
Texas
$650K +$108K +400 +20%
Lido Advisors
194
Lido Advisors
California
$649K +$46.9K +174 +8%
Brown Advisory
195
Brown Advisory
Maryland
$645K -$133K -495 -17%
IWM
196
IHT Wealth Management
Illinois
$613K -$265K -983 -30%
YWM
197
Yoder Wealth Management
California
$607K -$4.85K -18 -0.8%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$594K +$594K +2,205 New
MA
199
Montag & Associates
Georgia
$593K +$260K +962 +78%
BCI
200
Brinker Capital Investments
Pennsylvania
$590K +$590K +2,190 New
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8
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