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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 %
1WA
201
180 Wealth Advisors
Washington
$207K +$207K +972 New
SFPG
202
Stonebridge Financial Planning Group
Florida
$206K – – –
RJT
203
Raymond James Trust
Florida
$206K +$206K +1,028 New
EP
204
Eudaimonia Partners
Tennessee
$205K -$30K -150 -13%
BAS
205
Brown Advisory Securities
Maryland
$205K +$205K +974 New
RMDI
206
R.M. Davis Inc
Maine
$200K +$200K +1,000 New
FANJ
207
Financial Architects (New Jersey)
New Jersey
$192K – – –
APA
208
American Portfolios Advisors
New York
$192K +$400 +2 +0.2%
FRA
209
Front Row Advisors
California
$177K – – –
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$174K -$87.4K -419 -33%
AIM
211
Acropolis Investment Management
Missouri
$169K – – –
WT
212
Whittier Trust
California
$156K +$33.4K +167 +27%
US Bancorp
213
US Bancorp
Minnesota
$144K +$45.9K +229 +47%
BW
214
Bison Wealth
Georgia
$137K -$37K -185 -21%
WB
215
West Bancorporation
Iowa
$136K – – –
IA
216
IFP Advisors
Florida
$133K +$10.3K +53 +8%
AA
217
AlphaMark Advisors
Kentucky
$118K -$15K -75 -11%
ADL
218
Asset Dedication LLC
California
$109K – – –
SBSB
219
Sullivan, Bruyette, Speros & Blaney
Virginia
$106K +$106K +528 New
PIMG
220
Patriot Investment Management Group
Tennessee
$100K +$100K +500 New
DCM
221
Davis Capital Management
Florida
$96K – – –
AF
222
Advisornet Financial
Minnesota
$95K -$184K -918 -66%
PA
223
Parallel Advisors
California
$94K -$1.2K -6 -1%
JHCP
224
Jackson Hole Capital Partners
Oklahoma
$93K – – –
EIP
225
Ellis Investment Partners
Pennsylvania
$86K -$14.3K -71 -14%
7 8
9
10 11