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Vanguard Consumer Discretionary ETF

90 hedge funds and large institutions have $450M invested in Vanguard Consumer Discretionary ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

636% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $635K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

11% more funds holding

Funds holding: 8190 (+9)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8.74% less ownership

Funds ownership: 43.03%34.29% (-8.7%)

23% less capital invested

Capital invested by funds: $586M → $450M (-$136M)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
29
Reduced
27
Closed
11
Calls
$4.68M
Puts
$635K
Net Calls
+$4.04M
Net Calls Change
+$4.82M

VCR Hedge Fund Activity: Q1 2014 in Review

90 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2014, worth a combined $450M — down 23% from $586M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VCR positions and 11 closed out — a net gain of 9 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Spruce Investment Advisors, opening a new position worth an estimated $36.1M. The largest seller was Bank of America, cutting an estimated $152M.

  • 90 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2014, up from 81 in Q4 2013.
  • Funds reported $450M of Vanguard Consumer Discretionary ETF stock for Q1 2014, down 23% quarter-over-quarter.
  • 20 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2014 and 11 closed out, a net change of +9 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2014 was Spruce Investment Advisors, an estimated $36.1M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2014 was Bank of America, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2014.