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Vanguard Consumer Discretionary ETF

247 hedge funds and large institutions have $1.23B invested in Vanguard Consumer Discretionary ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $329K

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $1.12B → $1.23B (+$105M)

3% more funds holding

Funds holding: 240247 (+7)

1.26% less ownership

Funds ownership: 40.96%39.7% (-1.3%)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

Holders
247
Holders Change
+7
Holders Change %
+2.92%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
34
Increased
69
Reduced
79
Closed
25
Calls
$1.47M
Puts
$329K
Net Calls
+$1.14M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$94K
YWP
202
YorkBridge Wealth Partners
New York
$74K
BRC
203
Bell Rock Capital
Delaware
$73K -$2.83K -16 -4%
FNBOSM
204
First National Bank of South Miami
Florida
$73K
US Bancorp
205
US Bancorp
Minnesota
$66K -$88.3K -500 -58%
FPB
206
First PREMIER Bank
South Dakota
$65K
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$57K +$177 +1 +0.3%
PFC
208
Phocas Financial Corp
California
$54K
PCM
209
Princeton Capital Management
New Jersey
$54K
CG
210
Cutler Group
California
$53K +$52.8K +299 New
GSWM
211
Golden State Wealth Management
California
$46K
EWM
212
Executive Wealth Management
Michigan
$44K
BWP
213
Baldwin Wealth Partners
Massachusetts
$40K
QAM
214
QCI Asset Management
New York
$39K
SIM
215
Sonora Investment Management
Arizona
$36K +$35.3K +200 New
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31K
LWA
217
Lenox Wealth Advisors
New York
$31K
DOA
218
D'Orazio & Associates
Virginia
$28K
JCM
219
Jacobi Capital Management
Pennsylvania
$27K
RFWA
220
RPg Family Wealth Advisory
Massachusetts
$26.4K +$6.36K +36 +32%
GWM
221
Geneos Wealth Management
Colorado
$26K
MWP
222
MYCIO Wealth Partners
Pennsylvania
$26K +$25.4K +144 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$23K
IWA
224
IBEX Wealth Advisors
New Jersey
$19K +$19.1K +108 New
FNB
225
Farmers National Bank
Kentucky
$18K