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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
WCM
201
Windham Capital Management
Massachusetts
$496K +$478K +1,963 New
SVWAG
202
Sound View Wealth Advisors Group
Georgia
$486K -$276K -1,135 -37%
BFA
203
Bragg Financial Advisors
North Carolina
$485K +$28.5K +117 +6%
NA
204
NewEdge Advisors
Louisiana
$482K -$175K -718 -27%
SG
205
Sharper & Granite
California
$481K -$4.87K -20 -1%
LA
206
LexAurum Advisors
Kansas
$477K -$1.71K -7 -0.4%
CFA
207
Compass Financial Advisors
Indiana
$472K -$17.8K -73 -4%
Renaissance Technologies
208
Renaissance Technologies
New York
$455K -$1.02M -4,200 -70%
RSWM
209
Robertson Stephens Wealth Management
California
$454K -$221K -907 -34%
CWS
210
Confluence Wealth Services
Pennsylvania
$443K -$7.79K -32 -2%
AWP
211
Accretive Wealth Partners
New Jersey
$441K
PCA
212
Pallas Capital Advisors
Massachusetts
$420K -$2.63M -10,814 -87%
Fisher Asset Management
213
Fisher Asset Management
Washington
$416K -$25.3K -104 -6%
PA
214
Pinnacle Associates
New York
$412K -$42.6K -175 -10%
Baird Financial Group
215
Baird Financial Group
Wisconsin
$409K -$491K -2,016 -55%
LWM
216
Laidlaw Wealth Management
New York
$404K +$10.5K +43 +3%
EW
217
Evoke Wealth
California
$396K
WJWM
218
Williams Jones Wealth Management
New York
$396K +$50.7K +208 +15%
HR
219
Hardy Reed
Mississippi
$395K +$381K +1,563 New
CFO
220
Collective Family Office
Pennsylvania
$394K -$48.7K -200 -11%
IFA
221
Interactive Financial Advisors
Illinois
$394K -$27.8K -114 -7%
KF
222
Krilogy Financial
Missouri
$389K -$35.1K -144 -9%
BCA
223
Bray Capital Advisors
Florida
$389K +$9.74K +40 +3%
OIA
224
OneDigital Investment Advisors
Kansas
$388K +$487 +2 +0.1%
PA
225
Parkside Advisors
California
$376K -$10.5K -43 -3%

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.