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Vanguard Consumer Discretionary ETF
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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 %
OPS
201
Orion Portfolio Solutions
Nebraska
$590K +$590K +2,190 New
Charles Schwab
202
Charles Schwab
California
$588K +$588K +2,182 New
ISL
203
Ingalls & Snyder LLC
New York
$572K +$9.15K +34 +2%
SPC
204
Sigma Planning Corp
Michigan
$572K -$191K -707 -25%
FFS
205
Founders Financial Securities
Maryland
$564K +$564K +2,094 New
HI
206
Horizon Investments
North Carolina
$564K +$564K +2,092 New
AMCA
207
Arthur M. Cohen & Associates
Illinois
$563K – – –
BCP
208
Berkeley Capital Partners
Georgia
$550K +$303K +1,126 +123%
SB
209
Simmons Bank
Arkansas
$545K -$20.2K -75 -4%
TWM
210
Tradition Wealth Management
Minnesota
$538K +$370 +2 +0.1%
MWM
211
Mission Wealth Management
California
$532K -$31.8K -118 -6%
RBC
212
Romano Brothers & Co
Illinois
$513K -$13.5K -50 -3%
FTUS
213
Flow Traders U.S.
New York
$512K -$2.1M -7,804 -80%
LA
214
LexAurum Advisors
Kansas
$512K +$24.2K +90 +5%
FCIM
215
Fairview Capital Investment Management
California
$512K – – –
HI
216
Harbour Investments
Wisconsin
$511K -$417K -1,548 -45%
SOS
217
Silver Oak Securities
Tennessee
$510K +$510K +1,894 New
FT
218
Fiduciary Trust
Massachusetts
$506K -$19.7K -73 -4%
SG
219
Sharper & Granite
California
$501K +$8.08K +30 +2%
GCM
220
Gallacher Capital Management
Colorado
$496K -$15.9K -59 -3%
RSWM
221
Robertson Stephens Wealth Management
California
$486K – – –
Fisher Asset Management
222
Fisher Asset Management
Washington
$483K -$98.4K -365 -17%
AWP
223
Accretive Wealth Partners
New Jersey
$465K -$4.58K -17 -1%
BFA
224
Bragg Financial Advisors
North Carolina
$464K +$20.5K +76 +5%
WS
225
Wedbush Securities
California
$450K -$67.7K -251 -13%
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