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Vanguard Consumer Discretionary ETF
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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 %
AMCA
201
Arthur M. Cohen & Associates
Illinois
$592K – – –
SVWAG
202
Sound View Wealth Advisors Group
Georgia
$584K +$38.8K +137 +7%
TWM
203
Tradition Wealth Management
Minnesota
$572K – – –
UCFA
204
United Capital Financial Advisors
Texas
$570K -$51.3K -181 -8%
RBC
205
Romano Brothers & Co
Illinois
$554K -$7.08K -25 -1%
FT
206
Fiduciary Trust
Massachusetts
$552K -$108K -380 -16%
WS
207
Wedbush Securities
California
$544K -$31.2K -110 -5%
GCM
208
Gallacher Capital Management
Colorado
$538K -$36K -127 -6%
FCIM
209
Fairview Capital Investment Management
California
$538K -$25.5K -90 -5%
CA
210
CoreCap Advisors
Michigan
$538K +$538K +1,900 New
RFN
211
Redwood Financial Network
Ohio
$535K -$56.9K -201 -10%
CAG
212
Csenge Advisory Group
Florida
$521K +$178K +629 +52%
US Bancorp
213
US Bancorp
Minnesota
$520K -$74.5K -263 -13%
SG
214
Sharper & Granite
California
$519K -$21.2K -75 -4%
LA
215
LexAurum Advisors
Kansas
$513K -$22.7K -80 -4%
RSWM
216
Robertson Stephens Wealth Management
California
$510K – – –
WWM
217
Western Wealth Management
Colorado
$503K -$83.8K -296 -14%
CWS
218
Confluence Wealth Services
Pennsylvania
$497K – – –
AWP
219
Accretive Wealth Partners
New Jersey
$494K – – –
BSW
220
Buckingham Strategic Wealth
Missouri
$494K +$494K +1,743 New
Baird Financial Group
221
Baird Financial Group
Wisconsin
$472K +$12.7K +45 +3%
BFA
222
Bragg Financial Advisors
North Carolina
$467K -$76.7K -271 -14%
PA
223
Pinnacle Associates
New York
$462K – – –
LWM
224
Laidlaw Wealth Management
New York
$451K -$2.27K -8 -0.5%
CFO
225
Collective Family Office
Pennsylvania
$449K +$7.08K +25 +2%
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9
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